We are live on ! Find out more

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
FFM
551
Forum Financial Management
Illinois
$528K +$3.41K +17 +0.7%
NL
552
NWAM LLC
Washington
$528K +$521K +2,602 New
BS
553
Banco Santander
Spain
$527K -$10K -50 -2%
IIC
554
Ironwood Investment Counsel
Arizona
$526K -$101K -502 -16%
MSS
555
Mitchell Sinkler & Starr
Pennsylvania
$526K
BFA
556
Beaumont Financial Advisors
Massachusetts
$526K +$10K +50 +2%
FFA
557
Founders Financial Alliance
North Carolina
$523K -$2.2K -11 -0.4%
SSCA
558
South Shore Capital Advisors
Massachusetts
$520K -$6.61K -33 -1%
BO
559
BRR OpCo
Ohio
$520K
MIM
560
Meixler Investment Management
Arizona
$518K -$12.4K -62 -2%
1WA
561
180 Wealth Advisors
Washington
$517K -$134K -671 -21%
BP
562
Ballentine Partners
Massachusetts
$516K -$10.8K -54 -2%
IPW
563
Inlet Private Wealth
Florida
$515K
CGL
564
Clarius Group LLC
Washington
$506K
RG
565
Rathbones Group
United Kingdom
$502K -$3.21K -16 -0.6%
FWIA
566
Fort Washington Investment Advisors
Ohio
$498K
DP
567
Dearborn Partners
Illinois
$497K +$38.7K +193 +9%
PCM
568
Palisade Capital Management
New Jersey
$491K -$93.6K -467 -16%
OBGC
569
O'Brien Greene & Co
Pennsylvania
$491K +$38.1K +190 +9%
FAM
570
Formidable Asset Management
Ohio
$488K -$11.8K -59 -2%
NF
571
NTB Financial
Colorado
$487K
SAM
572
Silvercrest Asset Management
New York
$486K -$215K -1,072 -31%
RBFC
573
Roman Butler Fullerton & Co
Missouri
$486K
WSFS
574
Wilmington Savings Fund Society
Delaware
$484K -$17.6K -88 -4%
FPS
575
Fieldpoint Private Securities
Connecticut
$478K +$29.1K +145 +7%

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.