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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
SWM
501
Spire Wealth Management
Virginia
$702K -$44.1K -220 -6%
Janus Henderson Group
502
Janus Henderson Group
United Kingdom
$701K
SIA
503
Schechter Investment Advisors
Michigan
$698K -$38.9K -194 -5%
ABLA
504
Alan B. Lancz & Associates
Ohio
$697K
BFS
505
Bard Financial Services
Connecticut
$696K
ACA
506
Atlas Capital Advisors
Wyoming
$693K
BOPW
507
Brandywine Oak Private Wealth
Pennsylvania
$691K -$1.2K -6 -0.2%
LMKC
508
L.M. Kohn & Company
Ohio
$691K +$681K +3,400 New
WP
509
WealthSource Partners
California
$679K -$10K -50 -1%
EI
510
Ellevest Inc
New York
$672K +$112K +560 +20%
IAA
511
Independent Advisor Alliance
North Carolina
$657K +$208K +1,040 +47%
EFS
512
Essex Financial Services
Connecticut
$653K -$40.3K -201 -6%
DWM
513
Dorchester Wealth Management
Quebec, Canada
$651K -$10K -50 -2%
CIA
514
Cohen Investment Advisors
New Hampshire
$651K +$5.61K +28 +0.9%
MP
515
McDonald Partners
Ohio
$642K +$631K +3,150 +26,250%
Lido Advisors
516
Lido Advisors
California
$641K +$32.7K +163 +5%
CA
517
Cullinan Associates
Kentucky
$630K +$160K +800 +35%
CWA
518
Canvas Wealth Advisors
Kansas
$627K -$577K -2,882 -48%
FG
519
Fiduciary Group
Georgia
$624K -$6.01K -30 -0.9%
OFG
520
OmniStar Financial Group
North Carolina
$619K +$62.9K +314 +11%
STA
521
Summit Trail Advisors
New York
$614K +$602K +3,003 New
AIM
522
Alhambra Investment Management
Florida
$612K
MPAM
523
Murphy Pohlad Asset Management
Minnesota
$610K -$15K -75 -2%
WFMPM
524
Woodley Farra Manion Portfolio Management
Indiana
$609K
CCP
525
Corient Capital Partners
California
$609K +$12.8K +64 +2%

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.