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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 %
CMA
2926
Cedar Mountain Advisors
Oregon
$71K +$167 +1 +0.2%
UAML
2927
US Asset Management LLC
Pennsylvania
$71K +$71K +425 New
CFD
2928
Creative Financial Designs
Indiana
$70K +$16K +96 +30%
CM
2929
Cornerstone Management
Georgia
$65.3K – – –
PCFFS
2930
Pacific Center for Financial Services
California
$65K +$167 +1 +0.3%
DWMG
2931
DB Wealth Management Group
California
$63K – – –
RA
2932
Rise Advisors
New York
$63K +$336 +2 +0.5%
HIIFS
2933
Harel Insurance Investments & Financial Services
Israel
$61K -$63.4K -376 -51%
ACM
2934
Antonetti Capital Management
Florida
$59K -$75.9K -450 -56%
SP
2935
SWS Partners
Ohio
$59K +$59K +354 New
BAM
2936
Baldrige Asset Management
Pennsylvania
$58K – – –
LSA
2937
Lansing Street Advisors
Pennsylvania
$58K +$58K +333 New
LFA
2938
Level Financial Advisors
New York
$57K -$22.4K -133 -28%
EA
2939
Evolution Advisers
Virginia
$57K – – –
BFG
2940
Baron Financial Group
New Jersey
$56.1K – – –
PP
2941
PrairieView Partners
Minnesota
$55K -$31.4K -186 -36%
TLCM
2942
Twin Lakes Capital Management
California
$55K – – –
ARIS
2943
Advanced Research Investment Solutions
California
$54K -$68.3K -407 -56%
RG
2944
Retirement Group
California
$54K +$27K +161 +100%
Macquarie Group
2945
Macquarie Group
Australia
$52.2K -$1.19K -7,084 -2%
OAJ
2946
Ogorek Anthony Joseph
New York
$49K – – –
FA
2947
Financial Avengers
California
$47K +$167 +1 +0.4%
FEG
2948
Financial Enhancement Group
Indiana
$47K +$6.67K +40 +17%
SAM
2949
Strategic Asset Management
Minnesota
$46K +$16K +96 +53%
BWS
2950
BCR Wealth Strategies
Alabama
$44K – – –
116 117
118
119 120