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PepsiCo
PEP

Overview Fund Activity

3,012 hedge funds and large institutions have $166B invested in PepsiCo in 2022 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 1,263 increasing their positions, 1,217 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,012
Holders Change
-8
Holders Change %
-0.26%
% of All Funds
47.67%
Holding in Top 10
146
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.55%
% of All Funds
2.31%
New
151
Increased
1,263
Reduced
1,217
Closed
119
Calls
$1.53B
Puts
$1.64B
Net Calls
-$104M
Net Calls Change
+$606M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$896M
2
FIS
Fundsmith Investment Services
Mauritius
+$336M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$333M
4
Goldman Sachs
Goldman Sachs
New York
+$330M
5
Charles Schwab
Charles Schwab
California
+$239M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$564M
2
Franklin Resources
Franklin Resources
California
-$490M
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$437M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$385M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
2476
BlackDiamond Wealth Management
New York
$386K +$1K +6 +0.3%
WPW
2477
Warther Private Wealth
Ohio
$384K +$19.8K +117 +5%
CIA
2478
Cascade Investment Advisors
Oregon
$383K +$6.7K +40 +2%
TIA
2479
Tiemann Investment Advisors
California
$382K -$20.9K -125 -5%
EBA
2480
Eagle Bay Advisors
New York
$382K +$287K +1,712 +300%
HH
2481
HWG Holdings
Texas
$381K -$388K -2,320 -50%
UBG
2482
United Bank (Georgia)
Georgia
$381K -$49.6K -296 -12%
RWA
2483
Redhawk Wealth Advisors
Minnesota
$381K +$1.17K +7 +0.3%
TCB
2484
Texas Capital Bancshares
Texas
$380K – – –
BDFN
2485
Bond & Devick Financial Network
Minnesota
$379K +$1.34K +8 +0.4%
CWM
2486
Curi Wealth Management
North Carolina
$379K +$31.4K +188 +9%
AM
2487
Atwater Malick
Pennsylvania
$379K +$38.6K +231 +11%
HA
2488
Hofer & Associates
California
$378K +$16.4K +98 +5%
CCM
2489
Cox Capital Management
Massachusetts
$376K -$1.95M -11,639 -84%
TAM
2490
Townsend Asset Management
North Carolina
$376K -$6.2K -37 -2%
FPIS
2491
Financial Planning & Information Services
Wisconsin
$376K +$50.2K +300 +15%
CWA
2492
Cornerstone Wealth Advisors
Minnesota
$375K -$104K -621 -22%
DFG
2493
Demars Financial Group
Washington
$375K -$334 -2 -0.1%
HFM
2494
Harvest Fund Management
China
$375K – – –
HA
2495
HYA Advisors
Missouri
$375K +$168 +1 +0%
PI
2496
PFS Investments
Georgia
$375K +$158K +946 +73%
KWS
2497
Keystone Wealth Services
California
$374K +$670 +4 +0.2%
TC
2498
TAGStone Capital
North Carolina
$374K +$2.18K +13 +0.6%
SAM
2499
Secure Asset Management
Michigan
$373K +$21.4K +128 +6%
LWP
2500
Lumature Wealth Partners
Georgia
$372K +$222K +1,327 +148%
98 99
100
101 102