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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 %
LW
676
Linscomb Wealth
Texas
$325K – – –
BL
677
Balentine LLC
Georgia
$324K +$34.6K +157 +12%
EWA
678
EverSource Wealth Advisors
Alabama
$324K +$324K +1,471 New
KC
679
Knuff & Co
California
$323K -$44K -200 -12%
SIM
680
Stratos Investment Management
Ohio
$319K -$134K -609 -30%
JWM
681
Jeppson Wealth Management
California
$319K – – –
AAM
682
Aureus Asset Management
Massachusetts
$317K – – –
KP
683
Keel Point
Alabama
$316K – – –
WB
684
Webster Bank
Connecticut
$316K – – –
QP
685
Quilter Plc
United Kingdom
$315K -$48.3K -219 -13%
WKWM
686
Walter & Keenan Wealth Management
Indiana
$315K – – –
Susquehanna International Group
687
Susquehanna International Group
Pennsylvania
$314K -$2.59M -11,777 -89%
PIM
688
Penobscot Investment Management
Massachusetts
$314K – – –
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$313K +$661 +3 +0.2%
NCM
690
Noesis Capital Mangement
Florida
$312K – – –
EARNEST Partners
691
EARNEST Partners
Georgia
$311K – – –
HWM
692
HB Wealth Management
Georgia
$310K +$310K +1,406 New
BONST
693
Bank of Nova Scotia Trust
Ontario, Canada
$309K -$123K -559 -28%
OFS
694
OneAscent Financial Services
Alabama
$307K -$10.6K -48 -3%
SS
695
Sunbelt Securities
Texas
$306K -$7.39K -36 -2%
SCM
696
SOL Capital Management
Maryland
$304K – – –
TRCT
697
Tower Research Capital (TRC)
New York
$303K +$126K +572 +71%
HBT
698
Hills Bank & Trust
Iowa
$302K -$77K -350 -20%
VHAM
699
Van Hulzen Asset Management
California
$302K – – –
BIAS
700
Beacon Investment Advisory Services
New Jersey
$302K +$20.9K +95 +7%
26 27
28
29 30