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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 %
DAS
726
Dynamic Advisor Solutions
Arizona
$283K -$14.8K -67 -5%
DJSG
727
D.J. St. Germain
Massachusetts
$283K – – –
HFG
728
Heron Financial Group
New York
$282K -$3.09K -15 -1%
OIA
729
OneDigital Investment Advisors
Kansas
$282K +$6.61K +30 +2%
MRCM
730
M&R Capital Management
New Jersey
$279K – – –
LIA
731
LS Investment Advisors
Michigan
$277K – – –
BHIA
732
Birch Hill Investment Advisors
Massachusetts
$275K -$30.8K -140 -10%
TCM
733
Tradewinds Capital Management
Washington
$275K – – –
AF
734
Advisornet Financial
Minnesota
$273K -$241K -1,098 -47%
COF
735
Capital One Financial
Virginia
$272K – – –
HTHT
736
Hemenway Trust Hemenway Trust
New Hampshire
$272K – – –
EM
737
Excalibur Management
Massachusetts
$271K – – –
BFO
738
Biltmore Family Office
North Carolina
$270K – – –
MSFP
739
Mark Sheptoff Financial Planning
Connecticut
$270K +$5.94K +27 +2%
FCH
740
Freestone Capital Holdings
Washington
$270K +$270K +1,225 New
CSIC
741
Clifford Swan Investment Counsel
California
$270K +$270K +1,227 New
AWA
742
Arkadios Wealth Advisors
Georgia
$269K +$8.35K +38 +3%
CMI
743
Clare Market Investments
Texas
$267K -$103K -468 -28%
AllianceBernstein
744
AllianceBernstein
Tennessee
$267K +$267K +1,215 New
PWP
745
Principle Wealth Partners
Connecticut
$263K – – –
BBHC
746
Brown Brothers Harriman & Co
New York
$263K -$1.04K -4,728 -0.4%
TAM
747
Taurus Asset Management
New York
$262K -$56.2K -255 -18%
FMBTD
748
First Midwest Bank Trust Division
Illinois
$262K +$2.42K +11 +0.9%
MHR
749
Matthew Hamilton Rosenberg
$262K +$46.7K +212 +22%
ACM
750
Advisors Capital Management
New Jersey
$259K -$72K -327 -22%
28 29
30
31 32