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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 %
AG
2876
AIA Group
Hong Kong
$166K +$39K +233 +31%
SCM
2877
Silvant Capital Management
Georgia
$163K – – –
NFSG
2878
Newbridge Financial Services Group
Florida
$161K -$189K -1,124 -54%
PP
2879
PFS Partners
New Jersey
$161K +$1.84K +11 +1%
CCA
2880
Catalyst Capital Advisors
New York
$160K +$31.7K +189 +25%
HRC
2881
Hoertkorn Richard Charles
$156K – – –
RBC
2882
Roble Belko & Company
Pennsylvania
$156K – – –
PPWM
2883
PFG Private Wealth Management
Florida
$154K +$111K +662 +257%
MWA
2884
Miller Wealth Advisors
Colorado
$151K – – –
MGIM
2885
M&G Investment Management
United Kingdom
$151K -$20.7K -123,773 -12%
IRC
2886
Investors Research Corp
Georgia
$148K +$4.18K +25 +3%
EL
2887
EMFO LLC
Florida
$146K – – –
NOI
2888
Newton One Investments
Delaware
$142K +$167 +1 +0.1%
HIM
2889
Hillsdale Investment Management
Ontario, Canada
$133K +$77K +460 +137%
CCMW
2890
Cypress Capital Management (Wyoming)
Wyoming
$130K – – –
CPFP
2891
Clear Perspectives Financial Planning
Ohio
$124K – – –
WAS
2892
Winch Advisory Services
Wisconsin
$120K +$1.01K +6 +0.8%
CCA
2893
Column Capital Advisors
Indiana
$118K -$1.34K -8 -1%
ST
2894
Sageworth Trust
Pennsylvania
$117K -$358K -2,141 -75%
CCM
2895
Cribstone Capital Management
Maine
$117K – – –
M1FG
2896
Mach-1 Financial Group
Arkansas
$111K +$5.35K +32 +5%
BAM
2897
Byrne Asset Management
New Jersey
$110K -$36.9K -220 -25%
LF
2898
Lee Financial
Texas
$109K -$5.02K -30 -4%
LAS
2899
Lloyd Advisory Services
Georgia
$108K +$48.4K +288 +81%
TAIM
2900
TD Ameritrade Investment Management
Nebraska
$106K +$9.33K +56 +10%
114 115
116
117 118