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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 %
AA
2651
AlphaMark Advisors
Kentucky
$286K -$101K -607 -26%
UL
2652
Unionview LLC
Washington
$286K -$8.71K -52 -3%
RWP
2653
Revolve Wealth Partners
New Jersey
$286K +$27.8K +166 +11%
PWAG
2654
Polaris Wealth Advisory Group
California
$286K +$31K +180 +12%
PCMI
2655
Paradigm Capital Management Inc
New York
$285K – – –
KFS
2656
Kelly Financial Services
Massachusetts
$284K +$1.17K +7 +0.4%
CP
2657
Coho Partners
Pennsylvania
$284K – – –
KCFA
2658
Key Client Fiduciary Advisors
New Jersey
$283K -$6.54K -39 -2%
WCM
2659
Wallace Capital Management
Texas
$283K – – –
LIG
2660
Lokken Investment Group
Delaware
$281K -$7.04K -41 -2%
KC
2661
Kenfarb & Co
Kentucky
$281K – – –
AWM
2662
Act Wealth Management
Texas
$280K +$36K +215 +15%
GKWIM
2663
Gerber Kawasaki Wealth & Investment Management
California
$278K -$2.34K -14 -0.8%
HIS
2664
Horizon Investment Services
Indiana
$278K – – –
CP
2665
Camelot Portfolios
Ohio
$278K +$501 +3 +0.2%
SRC
2666
Sage Rhino Capital
California
$278K +$1.51K +9 +0.5%
RCG
2667
Resource Consulting Group
Florida
$278K +$278K +1,661 New
ACA
2668
Aspire Capital Advisors
Washington
$275K +$275K +1,643 New
SFS
2669
Starfox Financial Services
Texas
$274K – – –
BFIC
2670
Bedell Frazier Investment Counselling
California
$273K – – –
CWM
2671
Campbell Wealth Management
Virginia
$273K – – –
FCM
2672
Firestone Capital Management
Florida
$273K – – –
VCWA
2673
Vanguard Capital Wealth Advisors
Colorado
$273K +$335 +2 +0.1%
IWN
2674
Independent Wealth Network
Iowa
$273K +$6.86K +41 +3%
SGCA
2675
Steel Grove Capital Advisors
Tennessee
$272K – – –
105 106
107
108 109