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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 %
SWM
501
Salvus Wealth Management
New Jersey
$742K +$26.8K +122 +4%
VWM
502
Venturi Wealth Management
Texas
$727K +$262K +1,191 +56%
RC
503
RegentAtlantic Capital
New Jersey
$726K -$3.96K -18 -0.5%
Impax Asset Management Group
504
Impax Asset Management Group
United Kingdom
$704K +$704K +3,199 New
CIA
505
Cohen Investment Advisors
New Hampshire
$699K +$660 +3 +0.1%
BEI
506
Benjamin Edwards Inc
Missouri
$685K +$685K +3,112 New
IIC
507
Ironwood Investment Counsel
Arizona
$681K -$5.28K -24 -0.8%
MPAM
508
Murphy Pohlad Asset Management
Minnesota
$678K – – –
RCAG
509
Rehmann Capital Advisory Group
Michigan
$666K -$2.64K -12 -0.4%
ICG
510
InterOcean Capital Group
Tennessee
$664K -$43.1K -196 -6%
AIM
511
Alhambra Investment Management
Florida
$664K – – –
WFMPM
512
Woodley Farra Manion Portfolio Management
Indiana
$660K – – –
AWA
513
Amplius Wealth Advisors
Pennsylvania
$659K +$659K +2,997 New
Lido Advisors
514
Lido Advisors
California
$658K -$48.1K -219 -7%
1WA
515
180 Wealth Advisors
Washington
$652K -$27.4K -135 -4%
CCP
516
Corient Capital Partners
California
$646K -$27.3K -124 -4%
SFA
517
Sequoia Financial Advisors
Ohio
$646K +$646K +2,933 New
MFW
518
Meristem Family Wealth
Minnesota
$641K -$16.5K -75 -3%
CCA
519
Checchi Capital Advisers
California
$641K +$12.5K +57 +2%
RFM
520
Royal Fund Management
Florida
$639K -$63.5K -289 -9%
PCM
521
Palisade Capital Management
New Jersey
$634K +$634K +2,882 New
BCM
522
Becker Capital Management
Oregon
$619K -$22.9K -104 -4%
FC
523
FCA Corp
Texas
$616K – – –
IAN
524
Integrated Advisors Network
Texas
$615K -$6.16K -28 -1%
HJIM
525
Henry James International Management
New York
$613K +$441 +2 +0.1%
19 20
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