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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
WSTAM
476
Wilbanks Smith & Thomas Asset Management
Virginia
$782K -$9.82K -49 -1%
RCWM
477
Royal Capital Wealth Management
Indiana
$782K
CCM
478
Covington Capital Management
California
$780K -$47.1K -235 -6%
CA
479
Cetera Advisors
Colorado
$768K +$10.2K +51 +1%
VT
480
Vise Technologies
New York
$768K +$314K +1,566 +71%
CG
481
Caprock Group
Idaho
$763K +$3.81K +19 +0.5%
HCM
482
Highlander Capital Management
New Jersey
$762K
SFA
483
Sequoia Financial Advisors
Ohio
$762K +$163K +816 +28%
SFG
484
Sather Financial Group
Texas
$761K +$14.6K +73 +2%
AF
485
Affiance Financial
Minnesota
$752K
GT
486
Greenleaf Trust
Michigan
$746K -$86.8K -433 -11%
TYCC
487
Texas Yale Capital Corp
Florida
$745K
CIC
488
Crawford Investment Counsel
Georgia
$744K +$7.81K +39 +1%
Luther King Capital Management (LKCM)
489
Luther King Capital Management (LKCM)
Texas
$743K +$6.01K +30 +0.8%
WI
490
WrapManager Inc
California
$742K +$37.9K +189 +5%
HSA
491
HBK Sorce Advisory
Pennsylvania
$741K +$50.3K +251 +7%
WA1
492
Wimmer Associates 1
California
$732K -$2K -10 -0.3%
RSWM
493
Robertson Stephens Wealth Management
California
$721K -$225K -1,121 -24%
BEI
494
Benjamin Edwards Inc
Missouri
$721K +$87.4K +436 +14%
SL
495
Summitry LLC
California
$720K -$54.1K -270 -7%
SWM
496
Salvus Wealth Management
New Jersey
$709K +$23.6K +118 +3%
WWM
497
Western Wealth Management
Colorado
$707K +$372K +1,855 +114%
RC
498
RegentAtlantic Capital
New Jersey
$706K +$35.1K +175 +5%
FNT
499
First Nebraska Trust
Nebraska
$704K
IB
500
Intrust Bank
Kansas
$704K -$29.9K -149 -4%

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.