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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
CCA
526
Checchi Capital Advisers
California
$604K +$11.8K +59 +2%
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$602K -$168K -840 -22%
AWM
528
Altium Wealth Management
New York
$601K +$106K +528 +22%
VWM
529
Venturi Wealth Management
Texas
$591K -$78.7K -393 -12%
SGA
530
Strategic Global Advisors
California
$586K +$10.4K +52 +2%
GIA
531
Gladstone Institutional Advisory
Florida
$585K -$171K -853 -23%
RCAG
532
Rehmann Capital Advisory Group
Michigan
$583K -$31.5K -157 -5%
ICG
533
InterOcean Capital Group
Tennessee
$583K -$29.9K -149 -5%
SWM
534
SeaCrest Wealth Management
New York
$582K +$310K +1,548 +117%
BCM
535
Becker Capital Management
Oregon
$575K +$4.01K +20 +0.7%
AWA
536
Amplius Wealth Advisors
Pennsylvania
$572K -$36.3K -181 -6%
IAN
537
Integrated Advisors Network
Texas
$571K +$2.81K +14 +0.5%
CHP
538
Cable Hill Partners
Oregon
$571K +$66.1K +330 +13%
FC
539
FCA Corp
Texas
$569K
HJIM
540
Henry James International Management
New York
$565K
RIA
541
Regal Investment Advisors
Michigan
$562K -$665K -3,317 -55%
N
542
Nuveen
North Carolina
$562K
CA
543
Clearstead Advisors
Ohio
$557K +$116K +581 +27%
VA
544
Valmark Advisers
Ohio
$551K +$10.4K +52 +2%
PGWM
545
Pitti Group Wealth Management
New York
$545K +$7.01K +35 +1%
AI
546
AdvisorShares Investments
Maryland
$540K +$321K +1,600 +151%
ESB
547
Essex Savings Bank
Connecticut
$537K -$4.41K -22 -0.8%
S
548
SimplyRich
California
$533K -$23.4K -117 -4%
P
549
Pitcairn
Pennsylvania
$533K +$29.3K +146 +6%
PSP
550
Principal Street Partners
Tennessee
$530K +$518K +2,587 New

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.