DEO icon

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 %
HC
826
HNP Capital
New York
$220K +$220K +1,000 New
RF
827
Rollins Financial
Georgia
$220K +$220K +1,000 New
SCM
828
Shapiro Capital Management
Georgia
$220K +$220K +1,000 New
FMC
829
First Merchants Corp
Indiana
$220K +$220K +1,000 New
NFC
830
Northeast Financial Consultants
Connecticut
$220K +$220K +1,000 New
EM
831
ELCO Management
New York
$220K +$220K +1,000 New
RCG
832
Regatta Capital Group
California
$219K +$219K +996 New
ZIG
833
Zullo Investment Group
Pennsylvania
$219K +$219K +997 New
WF
834
WoodTrust Financial
Wisconsin
$218K +$218K +990 New
GIA
835
Guyasuta Investment Advisors
Pennsylvania
$217K +$217K +984 New
LIM
836
Leavell Investment Management
Alabama
$215K -$55K -250 -20%
IC
837
IEQ Capital
California
$215K +$215K +975 New
ZIC
838
ZWJ Investment Counsel
Georgia
$215K +$215K +975 New
NFG
839
Next Financial Group
Texas
$213K -$439 -2 -0.2%
LJAC
840
L.J. Altfest & Co
New York
$213K +$213K +967 New
KCFA
841
Key Client Fiduciary Advisors
New Jersey
$212K +$212K +962 New
KLI
842
Kelman-Lazarov Inc
Tennessee
$212K +$212K +963 New
VV
843
Verity & Verity
South Carolina
$211K -$19.8K -90 -9%
CWM
844
Curi Wealth Management
North Carolina
$211K +$211K +960 New
CT
845
Chicago Trust
Illinois
$209K +$209K +950 New
PP
846
PDS Planning
Ohio
$208K -$51.1K -232 -20%
BWM
847
BerganKDV Wealth Management
Minnesota
$207K +$112K +507 +117%
CRIG
848
Charter Research & Investment Group
Connecticut
$207K +$207K +940 New
FAG
849
Financial Advisory Group
Texas
$206K +$206K +937 New
TI
850
Tidal Investments
Wisconsin
$206K +$206K +938 New
32 33
34
35 36