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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 %
SEIA
2601
Signature Estate & Investment Advisors
California
$313K -$25.1K -150 -7%
AWM
2602
Atticus Wealth Management
Florida
$313K -$6.7K -40 -2%
OBGC
2603
O'Brien Greene & Co
Pennsylvania
$313K -$502 -3 -0.2%
HCA
2604
Heck Capital Advisors
Wisconsin
$313K -$108K -648 -26%
HFG
2605
Heron Financial Group
New York
$311K – – –
AC
2606
Avestar Capital
New York
$311K +$49.3K +295 +19%
HCM
2607
Hollencrest Capital Management
California
$310K – – –
JF
2608
JSF Financial
California
$310K +$1.34K +8 +0.4%
CBOR
2609
Community Bank of Raymore
Missouri
$310K +$310K +1,845 New
GA
2610
Greenspring Advisors
Maryland
$309K – – –
LIM
2611
Lathrop Investment Management
Arkansas
$309K – – –
GAB
2612
German American Bancorp
Indiana
$306K – – –
WCAMG
2613
Woodard & Company Asset Management Group
North Carolina
$306K – – –
CCT
2614
Capital City Trust
Florida
$306K +$9.2K +55 +3%
MWM
2615
Merriman Wealth Management
Washington
$305K +$168 +1 +0.1%
DI
2616
Diligent Investors
California
$303K +$1.17K +7 +0.4%
T
2617
TRUADVICE
Florida
$303K +$303K +1,804 New
RDFA
2618
Ritter Daniher Financial Advisory
Ohio
$301K – – –
P
2619
&Partners
Tennessee
$301K – – –
MA
2620
MKT Advisors
California
$301K +$6.53K +38 +2%
TCWA
2621
Ten Capital Wealth Advisors
Washington
$301K +$82.1K +491 +38%
CA
2622
Centerpoint Advisors
Massachusetts
$300K – – –
OCPWS
2623
One Charles Private Wealth Services
Massachusetts
$300K +$1.01K +6 +0.3%
SCM
2624
Spreng Capital Management
Ohio
$299K +$9.19K +55 +3%
SAM
2625
Security Asset Management
New York
$298K – – –
103 104
105
106 107