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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 %
KFP
601
KB Financial Partners
New Jersey
$438K -$36.4K -165 -8%
GWM
602
Geneos Wealth Management
Colorado
$437K -$38.1K -173 -8%
CFGS
603
Concourse Financial Group Securities
Alabama
$437K -$3.74K -17 -0.8%
FCCM
604
First City Capital Management
Georgia
$435K -$17.4K -85 -4%
KWM
605
Kingsview Wealth Management
Oregon
$432K -$34.3K -156 -7%
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$430K -$122K -556 -22%
FNC
607
First National Corp
Massachusetts
$429K – – –
BWP
608
BSW Wealth Partners
Colorado
$424K +$11.2K +51 +3%
FTA
609
Financial & Tax Architects
Missouri
$424K +$424K +1,925 New
LB
610
Legacy Bridge
Iowa
$419K – – –
CWM
611
Concentric Wealth Management
California
$418K -$22K -100 -5%
SRC
612
Sage Rhino Capital
California
$416K +$37K +168 +10%
OWA
613
One Wealth Advisors
California
$413K +$1.98K +9 +0.5%
MW
614
Marcum Wealth
Ohio
$410K -$17.8K -81 -4%
CIC
615
Carnegie Investment Counsel
Ohio
$410K – – –
YWP
616
YorkBridge Wealth Partners
New York
$409K +$12.5K +57 +3%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$408K +$408K +1,854 New
MNBTD
618
Moody National Bank Trust Division
Texas
$406K -$2.02M -9,197 -83%
AWA
619
Arete Wealth Advisors
Illinois
$402K +$402K +1,823 New
ACA
620
Aptus Capital Advisors
Alabama
$400K – – –
MGIA
621
Moneta Group Investment Advisors
Missouri
$397K +$4.62K +21 +1%
RTS
622
Round Table Services
New Jersey
$396K +$20K +91 +5%
OWM
623
OneAscent Wealth Management
Alabama
$393K -$8.37K -38 -2%
NSB
624
Norway Savings Bank
Maine
$392K +$12.1K +55 +3%
IC
625
Inscription Capital
Texas
$390K – – –
23 24
25
26 27