DEO icon

Diageo
DEO

Overview Fund Activity

1,050 hedge funds and large institutions have $11.6B invested in Diageo in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 340 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+117
Holders Change %
+12.54%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
182
Increased
340
Reduced
304
Closed
47
Calls
$114M
Puts
$105M
Net Calls
+$9.6M
Net Calls Change
+$4.77M

Top Buyers

1
AC
AKO Capital
United Kingdom
+$67.4M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$50.4M
4
TFA
Tobias Financial Advisors
Florida
+$46.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$25.9M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$34.9M
4
Wells Fargo
Wells Fargo
California
-$19.6M
5
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
476
Ashton Thomas Private Wealth
Arizona
$813K +$512K +2,324 +170%
CG
477
Caprock Group
Idaho
$810K -$35.9K -163 -4%
SWM
478
Spire Wealth Management
Virginia
$809K -$440K -1,998 -35%
SFG
479
Sather Financial Group
Texas
$809K – – –
TYCC
480
Texas Yale Capital Corp
Florida
$807K – – –
SIA
481
Schechter Investment Advisors
Michigan
$800K +$800K +3,631 New
Luther King Capital Management (LKCM)
482
Luther King Capital Management (LKCM)
Texas
$799K +$10.6K +48 +1%
BPA
483
Beacon Pointe Advisors
California
$798K -$1.64M -7,464 -67%
CIC
484
Crawford Investment Counsel
Georgia
$798K -$136K -616 -15%
WA1
485
Wimmer Associates 1
California
$795K +$4.4K +20 +0.6%
IB
486
Intrust Bank
Kansas
$795K +$39.6K +180 +5%
AIA
487
Avalon Investment & Advisory
Texas
$769K -$452K -2,053 -37%
WI
488
WrapManager Inc
California
$763K +$3.52K +16 +0.5%
SAM
489
Silvercrest Asset Management
New York
$762K -$10.6K -48 -1%
Janus Henderson Group
490
Janus Henderson Group
United Kingdom
$760K – – –
FG
491
Fiduciary Group
Georgia
$759K – – –
ABLA
492
Alan B. Lancz & Associates
Ohio
$755K +$755K +3,431 New
BFS
493
Bard Financial Services
Connecticut
$754K – – –
EFS
494
Essex Financial Services
Connecticut
$752K -$220 -1 -0%
ACA
495
Atlas Capital Advisors
Wyoming
$751K – – –
AO
496
Advisor OS
Illinois
$751K +$45.6K +207 +6%
BOPW
497
Brandywine Oak Private Wealth
Pennsylvania
$750K -$4.18K -19 -0.6%
WP
498
WealthSource Partners
California
$747K -$34.1K -155 -4%
HSA
499
HBK Sorce Advisory
Pennsylvania
$747K +$18.9K +86 +3%
Qube Research & Technologies (QRT)
500
Qube Research & Technologies (QRT)
United Kingdom
$743K -$2.13M -9,654 -74%
18 19
20
21 22