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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 %
BIA
2751
Barry Investment Advisors
Massachusetts
$243K +$2.84K +17 +1%
LSWM
2752
Lorne Steinberg Wealth Management
Canada
$242K – – –
AMG
2753
Advisors Management Group
Wisconsin
$242K +$41.8K +250 +21%
MWP
2754
Madison Wealth Partners
Wisconsin
$241K +$3.85K +23 +2%
IWP
2755
IAG Wealth Partners
Wisconsin
$240K +$240K +1,432 New
HCP
2756
Holt Capital Partners
Texas
$239K – – –
SSCA
2757
South Shore Capital Advisors
Massachusetts
$239K +$239K +1,426 New
CWA
2758
CJM Wealth Advisers
Virginia
$238K – – –
GSWM
2759
Golden State Wealth Management
California
$238K -$131K -784 -36%
SWM
2760
Selective Wealth Management
Virginia
$238K -$16.7K -100 -7%
SPI
2761
Santori & Peters Inc
Pennsylvania
$238K +$669 +4 +0.3%
MWAM
2762
Manhattan West Asset Management
California
$237K -$899K -5,374 -79%
MCA
2763
Magnolia Capital Advisors
Mississippi
$237K -$5.19K -31 -2%
SF
2764
Symphony Financial
Texas
$237K +$37.8K +1,300 +19%
KWM
2765
Kaydan Wealth Management
Michigan
$235K -$1.34K -8 -0.6%
LRWA
2766
Long Run Wealth Advisors
New York
$235K – – –
JSA
2767
Jacobson & Schmitt Advisors
Wisconsin
$234K – – –
SAA
2768
Southeast Asset Advisors
Georgia
$234K – – –
VW
2769
Vance Wealth
California
$234K – – –
PTC
2770
Provident Trust Company
Wisconsin
$234K – – –
PWM
2771
Provident Wealth Management
Tennessee
$234K +$8.02K +48 +4%
JLBC
2772
J.L. Bainbridge & Co
Florida
$233K – – –
MW
2773
MBL Wealth
North Carolina
$233K +$233K +1,390 New
HFA
2774
High Falls Advisors
New York
$232K +$12.9K +77 +6%
C
2775
Certuity
Florida
$231K -$70.7K -422 -23%
109 110
111
112 113