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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 %
TC
2551
Tacita Capital
Ontario, Canada
$339K -$167K -1,000 -33%
ORC
2552
O'Rourke & Company
Massachusetts
$339K +$39.3K +235 +13%
TVAMP
2553
Tennessee Valley Asset Management Partners
Tennessee
$338K -$12.2K -73 -3%
CC
2554
Commons Capital
Massachusetts
$337K -$18.4K -110 -5%
PWM
2555
Prentice Wealth Management
New York
$337K +$22.6K +135 +7%
XS
2556
XR Securities
Illinois
$337K +$337K +2,014 New
PC
2557
Port Capital
Illinois
$336K – – –
SN
2558
Sittner & Nelson
Oregon
$336K – – –
TC
2559
Trilogy Capital
California
$335K +$80.5K +481 +32%
MIA
2560
MMBG Investment Advisors
Florida
$335K +$335K +2,000 New
VCM
2561
Vision Capital Management
Oregon
$333K – – –
HA
2562
Harfst & Associates
Wyoming
$333K – – –
EWA
2563
EverSource Wealth Advisors
Alabama
$332K -$141K -841 -30%
MM
2564
Meridian Management
Arkansas
$329K -$8.37K -50 -2%
JPMIA
2565
J.P. Marvel Investment Advisors
Massachusetts
$329K – – –
HCM
2566
Howard Capital Management
Georgia
$329K – – –
LOAMU
2567
Lombard Odier Asset Management (USA)
New York
$328K -$42.8K -256 -12%
BAM
2568
Bellevue Asset Management
Washington
$328K -$169 -1 -0.1%
AIP
2569
Ahrens Investment Partners
Louisiana
$328K – – –
BBA
2570
Braun-Bostich & Associates
Pennsylvania
$326K +$326K +1,947 New
TCPWM
2571
Traverso Chambers Private Wealth Management
California
$324K +$502 +3 +0.2%
MSR
2572
Main Street Research
Connecticut
$324K +$33.5K +200 +12%
BCM
2573
Bluefin Capital Management
New York
$323K -$966K -5,770 -75%
BWM
2574
Benchmark Wealth Management
Connecticut
$323K – – –
BBNB
2575
Baker Boyer National Bank
Washington
$322K -$144K -864 -31%
101 102
103
104 105