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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 %
CIA
801
Capital Investment Advisors
Georgia
$230K +$230K +1,044 New
AFM
802
Andesa Financial Management
Pennsylvania
$230K +$230K +1,044 New
AWM
803
Axxcess Wealth Management
California
$230K +$230K +1,047 New
HI
804
Harbour Investments
Wisconsin
$229K -$584K -2,646 -72%
SBIA
805
Sheaff Brock Investment Advisors
Indiana
$229K – – –
LCM
806
LCM Capital Management
Illinois
$229K +$229K +1,042 New
OPW
807
Oxler Private Wealth
New York
$228K – – –
SA
808
Shilanski & Associates
Alaska
$228K +$228K +1,033 New
SWP
809
Strategic Wealth Partners
Ohio
$228K +$228K +1,035 New
PFBT
810
Parkside Financial Bank & Trust
Missouri
$227K -$45.3K -206 -17%
MFG
811
Merit Financial Group
Georgia
$227K +$227K +1,030 New
RT
812
Rockland Trust
Massachusetts
$225K +$225K +1,024 New
VCM
813
Vivaldi Capital Management
Illinois
$224K +$224K +1,016 New
E
814
Ergoteles
New York
$224K +$224K +1,017 New
HS
815
Horan Securities
United States
$224K +$224K +1,019 New
FRM
816
Fox Run Management
Connecticut
$223K +$223K +1,011 New
CBN
817
Cadence Bank NA
Texas
$222K +$222K +1,006 New
AIM
818
Axiom Investment Management
New York
$222K +$222K +1,008 New
MIM
819
Moseley Investment Management
Florida
$222K +$222K +1,010 New
RFN
820
RDA Financial Network
Iowa
$221K +$221K +1,003 New
SIG
821
Sargent Investment Group
Maryland
$221K +$221K +1,006 New
GSWM
822
Golden State Wealth Management
California
$220K -$25.6K -116 -10%
Credit Agricole
823
Credit Agricole
France
$220K – – –
VRM
824
Vectors Research Management
New York
$220K – – –
MMHP
825
Murphy Middleton Hinkle & Parker
Georgia
$220K +$220K +1,000 New
31 32
33
34 35