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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 %
PFA
2901
Professional Financial Advisors
Nebraska
$102K – – –
WFA
2902
West Financial Advisors
Iowa
$100K -$5.04K -30 -5%
SA
2903
SRH Advisors
Kansas
$100K – – –
MAWCM
2904
Mine & Arao Wealth Creation & Management
California
$98K -$4.33K -26 -4%
TFO
2905
Tarbox Family Office
California
$97K -$41.2K -246 -30%
OBWP
2906
O'Brien Wealth Partners
Massachusetts
$96K +$857 +5 +0.9%
BHWM
2907
Beaird Harris Wealth Management
Texas
$95K -$330K -1,978 -78%
EARNEST Partners
2908
EARNEST Partners
Georgia
$95K – – –
TAM
2909
Tucker Asset Management
Colorado
$93.1K -$3.68K -22 -4%
BBPWM
2910
Blue Bell Private Wealth Management
Pennsylvania
$93K – – –
GIA
2911
Goodwin Investment Advisory
Georgia
$92K +$88.7K +530 +2,650%
GG
2912
Gleason Group
Kentucky
$90K +$1.17K +7 +1%
GCA
2913
Greenwood Capital Associates
South Carolina
$89K -$11.2M -66,932 -99%
BSWA
2914
Bromfield Sneider Wealth Advisors
Massachusetts
$89K +$89K +530 New
UIA
2915
Ulland Investment Advisors
Minnesota
$88K +$16.7K +100 +23%
DTIM
2916
Danda Trouve Investment Management
Kansas
$86K – – –
CCM
2917
Copeland Capital Management
Pennsylvania
$84K – – –
CWA
2918
Carolina Wealth Advisors
South Carolina
$84K – – –
IUHSA
2919
Itau Unibanco Holding S.A.
Brazil
$83K +$6.22K +37 +8%
NR
2920
Newfound Research
Massachusetts
$81K -$71.3K -427 -47%
KA
2921
Kozak & Associates
Colorado
$78K – – –
GITFIT
2922
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$75.3K +$75.3K +450 New
ICM
2923
Islay Capital Management
Texas
$75K – – –
JMF
2924
Johnson Midwest Financial
Iowa
$75K +$833 +5 +1%
SC
2925
Schubert & Co
Texas
$72K +$3.52K +21 +5%
115 116
117
118 119