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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 %
Nuveen Asset Management
526
Nuveen Asset Management
Illinois
$609K -$48.9K -222 -7%
EI
527
Ellevest Inc
New York
$605K +$82.3K +374 +16%
S
528
SimplyRich
California
$604K – – –
OFG
529
OmniStar Financial Group
North Carolina
$602K +$373K +1,693 +162%
ESB
530
Essex Savings Bank
Connecticut
$587K -$661 -3 -0.1%
VA
531
Valmark Advisers
Ohio
$585K -$2.42K -11 -0.4%
CCG
532
Cypress Capital Group
Florida
$583K -$359K -1,630 -38%
PGWM
533
Pitti Group Wealth Management
New York
$583K +$583K +2,650 New
BS
534
Banco Santander
Spain
$582K -$121K -550 -17%
CAM
535
Cresset Asset Management
Illinois
$581K -$634K -2,882 -52%
FTDI
536
First Trust Direct Indexing
Massachusetts
$581K +$35K +159 +6%
DWM
537
Dorchester Wealth Management
Quebec, Canada
$576K – – –
MIM
538
Meixler Investment Management
Arizona
$575K +$575K +2,612 New
BP
539
Ballentine Partners
Massachusetts
$571K +$26.4K +120 +5%
SSCA
540
South Shore Capital Advisors
Massachusetts
$571K +$30.4K +138 +6%
MSS
541
Mitchell Sinkler & Starr
Pennsylvania
$570K – – –
FFA
542
Founders Financial Alliance
North Carolina
$569K -$9.47K -43 -2%
FFM
543
Forum Financial Management
Illinois
$569K +$569K +2,585 New
BO
544
BRR OpCo
Ohio
$563K – – –
BFA
545
Beaumont Financial Advisors
Massachusetts
$559K -$110K -498 -16%
IPW
546
Inlet Private Wealth
Florida
$558K – – –
RG
547
Rathbones Group
United Kingdom
$547K +$5.94K +27 +1%
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
$547K +$55.9K +254 +11%
CHP
549
Cable Hill Partners
Oregon
$546K +$26K +118 +5%
FAM
550
Formidable Asset Management
Ohio
$545K -$8.86K -40 -2%
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