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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 %
TSW
751
Thompson Siegel & Walmsley
Virginia
$259K – – –
PCG
752
Private Capital Group
Connecticut
$256K -$10.8K -49 -4%
RMAM
753
Raab & Moskowitz Asset Management
New Jersey
$256K – – –
AP
754
Appleton Partners
Massachusetts
$255K +$255K +1,158 New
APA
755
American Portfolios Advisors
New York
$254K -$118K -534 -32%
QCM
756
Quest Capital Management
Texas
$253K -$3.31K -15 -1%
RCA
757
Ranch Capital Advisors
Florida
$253K +$220 +1 +0.1%
RGC
758
Roberts, Glore & Co
Illinois
$252K – – –
Vontobel Holding
759
Vontobel Holding
Switzerland
$251K -$45.2K -206 -15%
SW
760
SlateStone Wealth
Florida
$250K – – –
1SB
761
1ST Source Bank
Indiana
$249K – – –
LFA
762
Legacy Financial Advisors
Kentucky
$249K +$249K +1,130 New
ANI
763
American National Insurance
Texas
$248K -$2.01M -9,125 -89%
SWA
764
SOA Wealth Advisors
New York
$247K +$2.84K +13 +1%
HA
765
Hofer & Associates
California
$247K +$247K +1,124 New
FHA
766
Flagship Harbor Advisors
Massachusetts
$246K -$23.3K -106 -9%
DWM
767
Doyle Wealth Management
Florida
$245K -$115K -524 -32%
SPWG
768
Sage Private Wealth Group
Illinois
$245K -$2.2K -10 -0.9%
AAS
769
Ameritas Advisory Services
Nebraska
$245K +$245K +1,111 New
BHBT
770
Burke & Herbert Bank & Trust
Virginia
$244K – – –
ABC
771
Associated Banc-Corp
Wisconsin
$243K – – –
RM
772
Resource Management
Louisiana
$243K – – –
MCA
773
Magnolia Capital Advisors
Mississippi
$243K +$1.98K +9 +0.8%
BA
774
Bristlecone Advisors
Washington
$242K – – –
FMTC
775
Farmers & Merchants Trust Company
California
$242K – – –
29 30
31
32 33