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1,027 hedge funds and large institutions have $11.1B invested in Diageo in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 345 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $75.9M | Put options by funds: $70.5M

3% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 345

0.01% more ownership

Funds ownership: 2.37%2.38% (+0.01%)

5% less capital invested

Capital invested by funds: $11.6B → $11.1B (-$536M)

3% less funds holding

Funds holding: 1,0541,027 (-27)

13% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 82

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,027
Holders Change
-27
Holders Change %
-2.56%
% of All Funds
16.2%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
71
Increased
356
Reduced
345
Closed
82
Calls
$75.9M
Puts
$70.5M
Net Calls
+$5.4M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
451
Jacobi Capital Management
Pennsylvania
$876K +$32.3K +161 +4%
GT
452
Glenview Trust
Kentucky
$872K -$10K -50 -1%
EP
453
Eudaimonia Partners
Tennessee
$867K +$856K +4,270 New
FANJ
454
Financial Architects (New Jersey)
New Jersey
$863K +$3K +15 +0.4%
LKIM
455
Lawson Kroeker Investment Management
Nebraska
$861K
PMG
456
ProVise Management Group
Florida
$857K -$232K -1,158 -22%
Susquehanna International Group
457
Susquehanna International Group
Pennsylvania
$851K +$554K +2,763 +194%
BFS
458
Bradley Foster & Sargent
Connecticut
$845K -$159K -792 -16%
FCH
459
Freestone Capital Holdings
Washington
$845K +$588K +2,934 +240%
EVM
460
Evelyn V. Moreno
$839K +$828K +4,130 New
9WM
461
9258 Wealth Management
Ohio
$838K +$801 +4 +0.1%
QI
462
Qtron Investments
Massachusetts
$833K
IWP
463
Icon Wealth Partners
Texas
$830K -$1.6K -8 -0.2%
WS
464
Wedbush Securities
California
$829K -$68.9K -344 -8%
MPPW
465
Mitchell & Pahl Private Wealth
Oklahoma
$829K +$62.7K +313 +8%
SIA
466
SkyView Investment Advisors
New Jersey
$822K -$3.05M -15,239 -79%
ECM
467
Evergreen Capital Management
Washington
$809K +$18.8K +94 +2%
PA
468
Parallel Advisors
California
$798K -$25.6K -128 -3%
FFA
469
Fragasso Financial Advisors
Pennsylvania
$797K -$25.2K -126 -3%
SCI
470
Stableford Capital II
Arizona
$794K -$450K -2,248 -37%
V
471
Veritable
Delaware
$794K +$8.62K +43 +1%
AO
472
Advisor OS
Illinois
$793K +$100K +499 +15%
Deutsche Bank
473
Deutsche Bank
Germany
$791K -$79.9K -399 -9%
Millennium Management
474
Millennium Management
New York
$788K +$778K +3,881 New
FNT
475
First National Trust
Pennsylvania
$784K -$4.81K -24 -0.6%

DEO Hedge Fund Activity: Q1 2022 in Review

1,027 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2022, worth a combined $11.1B — down 4.6% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DEO and 71 opened new positions — a net loss of 11 holders — while 345 trimmed existing stakes and 356 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $335M. The largest seller was HSBC Holdings, cutting an estimated $348M.

  • 1,027 institutional investors held Diageo (DEO) as of Q1 2022, down from 1,054 in Q4 2021.
  • Funds reported $11.1B of Diageo stock for Q1 2022, down 4.6% quarter-over-quarter.
  • 71 funds opened new Diageo positions in Q1 2022 and 82 closed out, a net change of -11 holders.
  • The largest Diageo buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $335M added.
  • The largest Diageo seller in Q1 2022 was HSBC Holdings, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2022.