PEP icon

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 %
ACM
2676
Armbruster Capital Management
New York
$271K -$33.5K -200 -11%
CFO
2677
Collective Family Office
Pennsylvania
$271K +$838 +5 +0.3%
AF
2678
Aldebaran Financial
$271K +$2.51K +15 +0.9%
GWM
2679
Gray Wealth Management
Maine
$270K -$1.68K -10 -0.6%
AFA
2680
American Financial Advisors
Georgia
$270K +$1.67K +10 +0.6%
FWM
2681
Focused Wealth Management
New York
$270K +$2.85K +17 +1%
RGF
2682
Retirement Guys Formula
Ohio
$270K +$24.9K +149 +10%
PAG
2683
Private Advisory Group
Washington
$270K +$270K +1,615 New
AC
2684
ASB Consultores
Florida
$269K +$17.3K +103 +7%
GSIS
2685
Global Strategic Investment Solutions
Arizona
$268K -$187K -1,119 -41%
PFA
2686
Pettinga Financial Advisors
Indiana
$268K -$668 -4 -0.2%
APS
2687
American Planning Services
Florida
$268K – – –
WGAM
2688
Wilkinson Global Asset Management
New York
$268K – – –
EI
2689
Ellevest Inc
New York
$267K +$98.9K +591 +59%
BWCS
2690
Beirne Wealth Consulting Services
Connecticut
$266K – – –
IAS
2691
IMA Advisory Services
Colorado
$266K – – –
GP
2692
Greenline Partners
New York
$266K – – –
FH
2693
FWG Holdings
Florida
$266K +$1.68K +10 +0.6%
BIM
2694
Bridgecreek Investment Management
Oklahoma
$266K +$25.1K +150 +10%
SAIG
2695
Semper Augustus Investments Group
Colorado
$265K – – –
BFAG
2696
Blackston Financial Advisory Group
Florida
$264K -$14.1K -94 -5%
FWP
2697
Firethorn Wealth Partners
Georgia
$263K +$2.17K +13 +0.8%
MWP
2698
Meridian Wealth Partners
Pennsylvania
$262K -$87.2K -521 -25%
CIA
2699
Cohen Investment Advisors
New Hampshire
$261K – – –
CAN
2700
Claraphi Advisory Network
United States
$261K +$14.2K +85 +6%
106 107
108
109 110