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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 %
W
2776
Wealthquest
Ohio
$231K – – –
AT
2777
Arvest Trust
Oklahoma
$231K +$10.5K +63 +5%
Financial Engines Advisors
2778
Financial Engines Advisors
California
$230K -$36.7K -219 -14%
HWM
2779
HighMark Wealth Management
Minnesota
$230K -$26.7K -159 -10%
SC
2780
Sawyer & Company
Massachusetts
$230K – – –
GGS
2781
Galvin Gaustad & Stein
Arizona
$229K -$3.26M -19,503 -93%
HIF
2782
Hill Island Financial
Michigan
$229K +$2.85K +17 +1%
B
2783
Bridgeworth
Alabama
$229K +$26.7K +159 +13%
WFA
2784
WMG Financial Advisors
Tennessee
$229K +$229K +1,376 New
WAOTB
2785
Wealth Advisors of Tampa Bay
Florida
$228K – – –
KWM
2786
Keebeck Wealth Management
Illinois
$228K – – –
FPGK
2787
Financial Partners Group (Kansas)
Kansas
$228K +$670 +4 +0.3%
ACM
2788
Ategra Capital Management
Virginia
$227K -$14.7K -88 -6%
C
2789
Covestor
United Kingdom
$227K +$82.8K +495 +57%
BWM
2790
BCGM Wealth Management
Indiana
$227K +$227K +1,319 New
MAP
2791
Milestone Advisory Partners
North Carolina
$227K +$227K +1,358 New
BA
2792
Birinyi Associates
Connecticut
$226K – – –
AL
2793
ACAS LLC
California
$225K -$9.03K -54 -4%
WMP
2794
Wealth Management Partners
Arizona
$224K – – –
SPWG
2795
Sage Private Wealth Group
Illinois
$224K +$2.52K +15 +1%
PWA
2796
Peterson Wealth Advisors
Utah
$224K +$13.4K +80 +6%
SOS
2797
Silver Oak Securities
Tennessee
$224K +$224K +1,293 New
SWA
2798
Safir Wealth Advisors
New Hampshire
$224K +$224K +1,341 New
LTI
2799
Laffer Tengler Investments
Tennessee
$223K – – –
ANB
2800
Amarillo National Bank
Texas
$223K -$4.19K -25 -2%
110 111
112
113 114