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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 %
KIM
2726
Karpus Investment Management
New York
$251K – – –
MC
2727
Montag & Caldwell
Georgia
$251K – – –
CWM
2728
Chronos Wealth Management
Florida
$251K – – –
GCMG
2729
Gyroscope Capital Management Group
Florida
$251K +$251K +1,500 New
FPOC
2730
Financial Planners of Cleveland
Ohio
$250K -$268K -1,598 -52%
CGA
2731
Crescent Grove Advisors
Illinois
$250K -$121K -725 -33%
CCM
2732
Crew Capital Management
Ohio
$250K +$14.7K +88 +6%
EA
2733
Elm Advisors
California
$249K -$101K -600 -29%
ACWM
2734
Adams Chetwood Wealth Management
North Carolina
$249K – – –
SFA
2735
Source Financial Advisors
New York
$249K +$7.03K +42 +3%
WAOI
2736
Wealth Advisors of Iowa
Iowa
$248K +$32.3K +193 +15%
TC
2737
Tatro Capital
Kentucky
$247K +$1.01K +6 +0.4%
RFG
2738
Range Financial Group
Oregon
$247K +$30.8K +184 +14%
CWM
2739
Chemistry Wealth Management
New York
$247K +$247K +1,476 New
FC
2740
Financial Consulate
Maryland
$246K -$30.4K -181 -11%
CM
2741
Capital Management
Virginia
$246K -$6.7K -40 -3%
MIM
2742
Meixler Investment Management
Arizona
$246K -$3.35K -20 -1%
CAM
2743
Claret Asset Management
Quebec, Canada
$246K – – –
BAS
2744
Brown Advisory Securities
Maryland
$246K – – –
AS
2745
Altshuler Shaham
Israel
$246K +$165K +981 +203%
HFW
2746
Horizon Family Wealth
Illinois
$245K -$8.38K -50 -3%
HFS
2747
Heritage Financial Services
Massachusetts
$245K +$245K +1,469 New
TFCP
2748
Twin Focus Capital Partners
Massachusetts
$244K +$4.35K +26 +2%
CG
2749
Corundum Group
Colorado
$244K +$26.9K +161 +12%
CCA
2750
Conestoga Capital Advisors
Pennsylvania
$243K – – –
108 109
110
111 112