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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 %
AWM
2626
Aprio Wealth Management
Georgia
$298K +$61.4K +367 +26%
IFO
2627
Independent Family Office
New York
$297K – – –
POIA
2628
Pin Oak Investment Advisors
Texas
$297K – – –
OWM
2629
Orgel Wealth Management
Wisconsin
$296K -$6.19K -37 -2%
FWM
2630
Fingerlakes Wealth Management
New York
$296K +$3.85K +23 +1%
RAM
2631
Riggs Asset Management
Pennsylvania
$296K +$4.68K +28 +2%
QTM
2632
qPULA Trading Management
New York
$296K +$296K +1,767 New
SCM
2633
Stevens Capital Management
Pennsylvania
$295K -$86.3K -516 -23%
RWI
2634
Red Wave Investments
Pennsylvania
$295K +$67.2K +401 +29%
SC
2635
Sierra Capital
Florida
$294K -$9.87K -59 -3%
FCFC
2636
First Citizens Financial Corp
Iowa
$294K – – –
SWM
2637
Sugarloaf Wealth Management
Georgia
$294K +$502 +3 +0.2%
BCM
2638
Blume Capital Management
California
$293K -$20.1K -120 -6%
BWM
2639
BigSur Wealth Management
Florida
$293K – – –
ZIG
2640
Zuckerman Investment Group
Illinois
$293K +$26.3K +157 +10%
WMA
2641
Wealth Management Associates
New Jersey
$293K +$335 +2 +0.1%
JWM
2642
Janiczek Wealth Management
Colorado
$292K +$167 +1 +0.1%
PCMF
2643
Private Capital Management (Florida)
Florida
$292K +$292K +1,746 New
GAM
2644
Gemmer Asset Management
California
$290K – – –
FNC
2645
First National Corp
Massachusetts
$290K +$3.85K +23 +1%
EA
2646
Echo45 Advisors
California
$289K -$59.3K -355 -17%
IAG
2647
Investment Advisory Group
Massachusetts
$289K +$45.4K +270 +19%
CA
2648
Cortland Associates
Missouri
$288K -$5.86K -35 -2%
NWA
2649
Navis Wealth Advisors
New York
$287K – – –
KFSC
2650
Keystone Financial Services (Colorado)
Colorado
$287K +$343 +2 +0.1%
104 105
106
107 108