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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 %
I
2501
IMPACTfolio
Colorado
$372K +$372K +2,223 New
RTS
2502
Round Table Services
New Jersey
$371K -$167 -1 -0%
MCWA
2503
Meadow Creek Wealth Advisors
Georgia
$371K +$26.8K +160 +8%
HWA
2504
HHM Wealth Advisors
Tennessee
$371K +$83.9K +501 +29%
HKAM
2505
Horizon Kinetics Asset Management
New York
$369K -$336K -2,008 -48%
AA
2506
Argent Advisors
Louisiana
$369K +$369K +2,204 New
WPA
2507
Winning Points Advisors
Florida
$368K -$1.12M -6,700 -75%
RB
2508
Renasant Bank
Mississippi
$368K -$98.4K -588 -21%
UC
2509
Unio Capital
New Jersey
$368K – – –
KCM
2510
KRS Capital Management
Michigan
$368K +$668 +4 +0.2%
ER
2511
Enlightenment Research
Florida
$368K +$368K +2,200 New
HWM
2512
Horizon Wealth Management
Illinois
$367K +$1K +6 +0.3%
TC
2513
Titleist Capital
Texas
$365K +$10.4K +62 +3%
CCC
2514
Chelsea Counsel Company
California
$364K -$34.3K -205 -9%
JHP
2515
James Hambro & Partners
United Kingdom
$364K +$26.8K +160 +8%
TC
2516
Truvestments Capital
Florida
$363K -$5.52K -33 -1%
GCWM
2517
Graham Capital Wealth Management
District of Columbia
$363K +$1.51K +9 +0.4%
FA
2518
Fermata Advisors
California
$362K -$33.3K -199 -8%
APW
2519
Austin Private Wealth
Texas
$360K +$8.03K +48 +2%
KWM
2520
Kolinsky Wealth Management
New Jersey
$360K +$22.9K +137 +7%
CF
2521
Clarity Financial
Texas
$359K -$2.18K -13 -0.6%
LAS
2522
LWM Advisory Services
Florida
$359K +$6.57K +39 +2%
I2I
2523
Insight 2811 Inc
Illinois
$358K -$41K -245 -10%
CFA
2524
Compass Financial Advisors
Indiana
$358K +$43K +257 +14%
TCWM
2525
Total Clarity Wealth Management
Illinois
$358K +$208K +1,244 +139%
99 100
101
102 103