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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 %
SIM
2701
Seaview Investment Managers
Florida
$260K – – –
FCG
2702
Financial Connections Group
California
$260K – – –
OAM
2703
Occidental Asset Management
California
$260K +$27.8K +166 +12%
ACA
2704
Atlas Capital Advisors
Wyoming
$259K +$16.7K +100 +7%
PFA
2705
Pathway Financial Advisors
Vermont
$259K – – –
TF
2706
TimeScale Financial
Massachusetts
$258K -$22.4K -134 -8%
CCA
2707
Clearwater Capital Advisors
Illinois
$258K – – –
MF
2708
Manchester Financial
California
$258K +$33.5K +200 +15%
AFAS
2709
Acorn Financial Advisory Services
Virginia
$257K -$4.03K -24 -2%
FW
2710
FirstPurpose Wealth
Utah
$256K -$2.68K -16 -1%
FFA
2711
Freedman Financial Associates
Massachusetts
$256K +$676 +4 +0.3%
CCM
2712
Colorado Capital Management
Colorado
$256K +$6.68K +40 +3%
SFCL
2713
Strengthening Families & Communities LLC
Massachusetts
$256K +$87K +518 +51%
WWM
2714
WT Wealth Management
Arizona
$256K +$256K +1,530 New
LFA
2715
Landmark Financial Advisors
Kentucky
$255K -$67.1K -387 -21%
PCI
2716
Planning Center Inc
Illinois
$255K – – –
SIA
2717
Sage Investment Advisers
New York
$255K +$168 +1 +0.1%
TA
2718
Trellis Advisors
Washington
$255K +$2.01K +12 +0.8%
NFG
2719
Northeast Financial Group
Pennsylvania
$254K -$1.34K -8 -0.5%
MHR
2720
Matthew Hamilton Rosenberg
$254K +$15.9K +95 +7%
HFP
2721
Holistic Financial Partners
Indiana
$253K -$57.8K -346 -19%
GSAM
2722
Grant Street Asset Management
Pennsylvania
$252K -$57.5K -344 -19%
ACG
2723
Allen Capital Group
Nebraska
$251K -$1.76M -10,523 -88%
AG
2724
AlphaSimPlex Group
Massachusetts
$251K -$330K -1,971 -57%
CA
2725
Calton & Associates
Florida
$251K -$25.4K -152 -9%
107 108
109
110 111