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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 %
P
551
Pitcairn
Pennsylvania
$545K -$4.18K -19 -0.8%
WSFS
552
Wilmington Savings Fund Society
Delaware
$545K +$26.7K +121 +5%
FWIA
553
Fort Washington Investment Advisors
Ohio
$539K -$22K -100 -4%
AWM
554
Aevitas Wealth Management
Massachusetts
$538K +$1.98K +9 +0.4%
AWM
555
Altium Wealth Management
New York
$535K +$535K +2,431 New
RBFC
556
Roman Butler Fullerton & Co
Missouri
$527K – – –
NF
557
NTB Financial
Colorado
$527K +$527K +2,395 New
HPCM
558
High Pointe Capital Management
Illinois
$522K – – –
FBB
559
Fulton Breakefield Broenniman
Maryland
$513K +$10.6K +48 +2%
LFA
560
Laraway Financial Advisors
Minnesota
$513K +$513K +2,330 New
CA
561
Cullinan Associates
Kentucky
$506K – – –
CGL
562
Clarius Group LLC
Washington
$506K +$162K +736 +47%
LNC
563
Lincoln National Corp
Pennsylvania
$496K -$6.38K -29 -1%
DP
564
Dearborn Partners
Illinois
$496K +$39.2K +178 +9%
MWM
565
Mission Wealth Management
California
$494K +$24.9K +113 +5%
OBGC
566
O'Brien Greene & Co
Pennsylvania
$491K +$35K +159 +8%
MIA
567
MMBG Investment Advisors
Florida
$491K +$491K +2,232 New
VT
568
Vise Technologies
New York
$487K +$487K +2,214 New
FPS
569
Fieldpoint Private Securities
Connecticut
$486K +$880 +4 +0.2%
HJGA
570
Hardman Johnston Global Advisors
Connecticut
$484K – – –
IAA
571
Independent Advisor Alliance
North Carolina
$483K -$8.81K -40 -2%
SCM
572
Shelton Capital Management
Colorado
$482K – – –
EWM
573
Empirical Wealth Management
Washington
$479K +$479K +2,176 New
CA
574
Clearstead Advisors
Ohio
$476K -$67.6K -307 -12%
PTC
575
Private Trust Company
Ohio
$474K -$16.1K -73 -3%
21 22
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