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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 %
SDWIA
2801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K – – –
PAG
2802
Paladin Advisory Group
Iowa
$223K +$223K +1,314 New
AA
2803
Aire Advisors
California
$223K +$223K +1,329 New
APA
2804
Astoria Portfolio Advisors
New York
$222K -$106K -635 -32%
FA
2805
Fiducient Advisors
Illinois
$222K -$14.4K -86 -6%
EIA
2806
Eldridge Investment Advisors
New Hampshire
$222K – – –
OWA
2807
Opal Wealth Advisors
New York
$221K -$13.9K -83 -6%
3F
2808
360 Financial
Minnesota
$220K -$3.72K -22 -2%
PCM
2809
Pennsylvania Capital Management
Pennsylvania
$219K – – –
OCM
2810
Osterweis Capital Management
California
$219K – – –
APW
2811
Aurora Private Wealth
New Jersey
$219K – – –
SC
2812
Saturna Capital
Washington
$218K -$411K -2,450 -65%
HNWA
2813
Henrickson Nauta Wealth Advisors
Michigan
$218K – – –
AFS
2814
Annapolis Financial Services
Maryland
$218K +$33.5K +200 +18%
MF
2815
Meridian Financial
Massachusetts
$218K – – –
PWM
2816
PRW Wealth Management
Massachusetts
$217K – – –
FAM
2817
Flaharty Asset Management
Florida
$216K -$12.4K -74 -5%
BBW
2818
Blue Barn Wealth
Utah
$216K -$4.52K -27 -2%
FCA
2819
FLC Capital Advisors
California
$216K – – –
FNBOMD
2820
First National Bank of Mount Dora
Florida
$215K -$29.3K -175 -12%
PCA
2821
Peddock Capital Advisors
Massachusetts
$215K -$19.2K -115 -8%
NJBEST
2822
New Jersey Better Educational Savings Trust
New Jersey
$215K – – –
HWM
2823
Howard Wealth Management
Connecticut
$215K – – –
CAC
2824
Certified Advisory Corp
Florida
$215K +$839 +5 +0.4%
FC
2825
Fusion Capital
South Carolina
$215K +$838 +5 +0.4%
111 112
113
114 115