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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
$383M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.2M
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
$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$126M
3
Verition Fund Management
Verition Fund Management
Connecticut
$0
4
Wells Fargo
Wells Fargo
California
$519M
5
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
851
Baldrige Asset Management
Pennsylvania
$204K – – –
PAMG
852
Patton Albertson Miller Group
Tennessee
$204K +$204K +925 New
CC
853
Cannell & Co
New York
$204K +$204K +925 New
OCPWS
854
One Charles Private Wealth Services
Massachusetts
$204K +$204K +926 New
PM
855
Phraction Management
Connecticut
$204K +$204K +927 New
FIM
856
Freedom Investment Management
Connecticut
$204K +$204K +928 New
SIA
857
Sage Investment Advisers
New York
$204K +$204K +928 New
RWRC
858
R.W. Roge & Company
New York
$203K +$203K +1,000 New
BFG
859
Beacon Financial Group
Texas
$202K +$202K +915 New
BAM
860
Belpointe Asset Management
Nevada
$201K +$23.4K +106 +13%
PD
861
Planning Directions
Pennsylvania
$201K +$201K +912 New
ST
862
Spinnaker Trust
Maine
$201K +$201K +915 New
IBOK
863
Independence Bank of Kentucky
Kentucky
$198K – – –
FCT
864
Family Capital Trust
Massachusetts
$198K – – –
ARMC
865
American Research & Management Company
Massachusetts
$193K – – –
AssetMark Inc
866
AssetMark Inc
California
$188K +$10.1K +46 +6%
WT
867
Washington Trust
Rhode Island
$184K -$7.3M -33,148 -98%
BCM
868
Blume Capital Management
California
$184K -$44.1K -200 -19%
TIM
869
Tevis Investment Management
Texas
$182K +$182K +830 New
Manulife (Manufacturers Life Insurance)
870
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K -$10.2K -46,359 -6%
BWM
871
Baystate Wealth Management
Massachusetts
$171K +$3.52K +16 +2%
BIP
872
Blueprint Investment Partners
North Carolina
$171K +$171K +776 New
FF
873
FourThought Financial
Florida
$169K -$53.8K -245 -24%
OIS
874
Okabena Investment Services
Minnesota
$167K +$167K +759 New
LJHT
875
Laurie J. Hall Trustee
$164K -$1.76K -8 -1%
33 34
35
36 37