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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 %
TWM
2851
TriaGen Wealth Management
California
$208K – – –
WF
2852
Warner Financial
Maryland
$208K – – –
TA
2853
TruWealth Advisors
Louisiana
$208K +$334 +2 +0.2%
SFA
2854
Seneca Financial Advisors
New York
$207K +$207K +1,239 New
KOC
2855
Koss-Olinger Consulting
Florida
$207K -$36.9K -221 -15%
RW
2856
REDW Wealth
New Mexico
$207K +$207K +1,236 New
FI
2857
FIDELIS iM
Oregon
$206K – – –
BAM
2858
Bosun Asset Management
Illinois
$206K – – –
PFG
2859
Piershale Financial Group
Illinois
$203K +$669 +4 +0.3%
COF
2860
Capital One Financial
Virginia
$202K -$773K -4,608 -79%
GSEP
2861
Golden State Equity Partners
California
$202K -$501 -3 -0.2%
BA
2862
Bluesphere Advisors
Pennsylvania
$202K – – –
TI
2863
tru Independence
Oregon
$202K +$167 +1 +0.1%
HFAS
2864
Hummer Financial Advisory Services
Illinois
$201K – – –
SFWC
2865
Strategic Family Wealth Counselors
New Jersey
$201K +$167 +1 +0.1%
I
2866
INVST
Indiana
$201K +$201K +1,172 New
VNB
2867
Virginia National Bank
Virginia
$201K +$201K +1,200 New
AMR
2868
Asset Management Resources
Massachusetts
$201K +$201K +1,200 New
CI
2869
Carroll Investors
South Carolina
$200K – – –
KCA
2870
Karn Couzens & Associates
Connecticut
$200K – – –
OA
2871
Operose Advisors
Wisconsin
$185K – – –
GKIM
2872
GW&K Investment Management
Massachusetts
$184K +$184K +1,098 New
CC
2873
Centiva Capital
New York
$183K +$183K +1,094 New
WPWM
2874
Western Pacific Wealth Management
Illinois
$175K +$8.33K +50 +5%
CWA
2875
Core Wealth Advisors
Florida
$174K -$57.7K -345 -25%
113 114
115
116 117