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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 %
CGPCS
701
Capital Group Private Client Services
California
$300K -$38.1K -173 -11%
OIM
702
Oder Investment Management
California
$299K -$18K -82 -6%
CCM
703
Coldstream Capital Management
Washington
$299K +$299K +1,359 New
EC
704
Enhancing Capital
Pennsylvania
$297K +$297K +1,350 New
B
705
Bailard
California
$296K +$17.8K +81 +6%
CFA
706
Carroll Financial Associates
North Carolina
$293K -$13.6K -62 -4%
TCB
707
Texas Capital Bancshares
Texas
$292K -$1.76K -8 -0.6%
SMH
708
Sanders Morris Harris
Texas
$292K – – –
CA
709
Claro Advisors
Massachusetts
$292K +$26K +118 +10%
CWA
710
Centennial Wealth Advisory
Michigan
$291K – – –
HIA
711
Harbor Investment Advisory
Maryland
$291K +$1.1K +5 +0.4%
SWM
712
SeaCrest Wealth Management
New York
$290K +$1.32K +6 +0.5%
LWP
713
Legacy Wealth Planning
Nevada
$289K – – –
GL
714
Graypoint LLC
New York
$289K +$10.8K +49 +4%
MWM
715
Modera Wealth Management
New Jersey
$287K -$7.92K -36 -3%
HIC
716
Harvey Investment Company
Kentucky
$287K – – –
TC
717
Titleist Capital
Texas
$287K +$287K +1,304 New
PAS
718
Professional Advisory Services
Florida
$286K – – –
SRC
719
Shufro Rose & Co
New York
$286K – – –
PL
720
Parthenon LLC
Kentucky
$286K – – –
OL
721
Optas LLC
Texas
$286K +$1.76K +8 +0.6%
BWA
722
Burt Wealth Advisors
Maryland
$285K – – –
FAIM
723
Financial Advocates Investment Management
Washington
$285K +$4.19K +19 +1%
AIM
724
Anchor Investment Management
South Carolina
$285K – – –
Financial Engines Advisors
725
Financial Engines Advisors
California
$283K -$410K -1,859 -59%
27 28
29
30 31