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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
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$392K +$45.5K +227 +13%
PFO
627
Pathstone Family Office
New Jersey
$391K -$920K -4,592 -71%
CIC
628
Carnegie Investment Counsel
Ohio
$391K +$12K +60 +3%
KWM
629
Kingsview Wealth Management
Oregon
$390K -$9.02K -45 -2%
ACA
630
Aptus Capital Advisors
Alabama
$389K +$16.6K +83 +5%
FTA
631
Financial & Tax Architects
Missouri
$387K -$3.81K -19 -1%
CWM
632
Concentric Wealth Management
California
$386K
LB
633
Legacy Bridge
Iowa
$386K
YWP
634
YorkBridge Wealth Partners
New York
$379K +$1.2K +6 +0.3%
HWM
635
HB Wealth Management
Georgia
$379K +$92K +459 +33%
MCP
636
Mirador Capital Partners
California
$377K +$372K +1,858 New
AWA
637
Arete Wealth Advisors
Illinois
$371K +$1K +5 +0.3%
MCM
638
Murphy Capital Management
New Jersey
$370K -$60.1K -300 -14%
NSB
639
Norway Savings Bank
Maine
$370K +$7.01K +35 +2%
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$367K -$64.5K -322 -15%
MGIA
641
Moneta Group Investment Advisors
Missouri
$366K -$200 -1 -0.1%
IC
642
Inscription Capital
Texas
$366K
CL
643
Choreo LLC
Illinois
$362K +$25.2K +126 +8%
CAM
644
Carret Asset Management
New York
$362K +$49.1K +245 +16%
MRCM
645
M&R Capital Management
New Jersey
$360K +$101K +504 +40%
DBT
646
Dubuque Bank & Trust
Iowa
$359K -$64.3K -321 -15%
SWA
647
Stratos Wealth Advisors
Ohio
$359K +$48.3K +241 +16%
BWM
648
Bulltick Wealth Management
Florida
$359K +$352K +1,755 New
NIM
649
Northeast Investment Management
Massachusetts
$357K
MWM
650
Modera Wealth Management
New Jersey
$357K +$90.8K +453 +35%

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.