1,024 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, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-26
Holders Change %
-2.48%
% of All Funds
16.21%
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
344
Closed
81
Calls
$75.9M
Puts
$70.5M
Net Calls
+$5.4M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
ABLA
501
Alan B. Lancz & Associates
Ohio
$697K
BFS
502
Bard Financial Services
Connecticut
$696K
ACA
503
Atlas Capital Advisors
Wyoming
$693K
BOPW
504
Brandywine Oak Private Wealth
Pennsylvania
$691K -$1.22K -6 -0.2%
LMKC
505
L.M. Kohn & Company
Ohio
$691K +$691K +3,400 New
WP
506
WealthSource Partners
California
$679K -$10.2K -50 -1%
EI
507
Ellevest Inc
New York
$672K +$114K +560 +20%
IAA
508
Independent Advisor Alliance
North Carolina
$657K +$211K +1,040 +47%
EFS
509
Essex Financial Services
Connecticut
$653K -$40.8K -201 -6%
DWM
510
Dorchester Wealth Management
Quebec, Canada
$651K -$12.7K -50 -2%
CIA
511
Cohen Investment Advisors
New Hampshire
$651K +$5.69K +28 +0.9%
MP
512
McDonald Partners
Ohio
$642K +$640K +3,150 +26,250%
Lido Advisors
513
Lido Advisors
California
$641K +$33.1K +163 +5%
CA
514
Cullinan Associates
Kentucky
$630K +$163K +800 +35%
CWA
515
Canvas Wealth Advisors
Kansas
$627K -$576K -2,882 -48%
FG
516
Fiduciary Group
Georgia
$624K -$5.47K -30 -0.9%
OFG
517
OmniStar Financial Group
North Carolina
$619K +$63.7K +314 +11%
STA
518
Summit Trail Advisors
New York
$614K +$614K +3,003 New
AIM
519
Alhambra Investment Management
Florida
$612K
MPAM
520
Murphy Pohlad Asset Management
Minnesota
$610K -$15.2K -75 -2%
WFMPM
521
Woodley Farra Manion Portfolio Management
Indiana
$609K
CCP
522
Corient Capital Partners
California
$609K +$13K +64 +2%
CCA
523
Checchi Capital Advisers
California
$604K +$12K +59 +2%
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$602K -$171K -840 -22%
AWM
525
Altium Wealth Management
New York
$601K +$107K +528 +22%