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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 %
RWA
626
Ropes Wealth Advisors
Massachusetts
$388K +$388K +1,764 New
SBL
627
Sargent Bickham Lagudis
Colorado
$386K -$10.8K -49 -3%
NIM
628
Northeast Investment Management
Massachusetts
$386K – – –
PCMC
629
Paragon Capital Management (Colorado)
Colorado
$385K – – –
CWM
630
Circle Wealth Management
New Jersey
$385K +$385K +1,750 New
WANY
631
Wealthspire Advisors (New York)
New York
$384K -$203K -924 -35%
PCA
632
Personal Capital Advisors
California
$380K +$58.1K +264 +18%
RMCM
633
Reynders McVeigh Capital Management
Massachusetts
$376K +$376K +1,706 New
AP
634
Adero Partners
California
$375K – – –
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$375K +$13K +59 +4%
QT
636
Quantbot Technologies
New York
$373K +$373K +1,695 New
ERIM
637
Eagle Ridge Investment Management
Connecticut
$370K -$6.6K -30 -2%
QCIG
638
Quad-Cities Investment Group
Iowa
$369K -$30.3K -138 -8%
FNBOH
639
First National Bank of Hutchinson
Kansas
$369K +$11.2K +51 +3%
TPCW
640
TD Private Client Wealth
New York
$366K -$82.1K -373 -18%
CIAS
641
Capital Investment Advisory Services
North Carolina
$365K +$3.52K +16 +1%
NDSI
642
Newman Dignan & Sheerar Inc
Rhode Island
$363K – – –
CL
643
Choreo LLC
Illinois
$361K -$66.2K -301 -15%
SIMG
644
Sonora Investment Management Group
Arizona
$359K +$359K +1,630 New
RMC
645
Resources Management Corp
Connecticut
$358K -$2.2K -10 -0.6%
WWM
646
Western Wealth Management
Colorado
$358K +$358K +1,623 New
WH
647
Willner & Heller
California
$357K +$357K +1,850 New
EWA
648
EP Wealth Advisors
California
$356K -$57.3K -260 -14%
AIM
649
Allen Investment Management
New York
$356K – – –
EH
650
Equitable Holdings
New York
$354K +$660 +3 +0.2%
24 25
26
27 28