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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 %
MBFW
2951
Morton Brown Family Wealth
Pennsylvania
$42K -$1.84K -11 -4%
WWP
2952
WR Wealth Planners
Missouri
$41.1K +$41.1K +246 New
BA
2953
Bellwether Advisors
Nebraska
$40K -$31.5K -189 -44%
CPA
2954
Cowen Prime Advisors
New York
$39K – – –
IFA
2955
Interactive Financial Advisors
Illinois
$38K -$19.9K -118 -34%
MIFH
2956
Migdal Insurance & Financial Holdings
Israel
$35K -$40.9K -244 -54%
SQA
2957
Simon Quick Advisors
New Jersey
$35K -$27.4K -163 -44%
LPP
2958
Life Planning Partners
Florida
$34K – – –
MWC
2959
MBM Wealth Consultants
Missouri
$33K -$8.42K -51 -20%
JAM
2960
JCIC Asset Management
Ontario, Canada
$33K – – –
HWMA
2961
Heritage Wealth Management (Arizona)
Arizona
$33K +$33K +198 New
A
2962
AustralianSuper
Australia
$32.9K +$19K +113,694 +138%
MFA
2963
McClarren Financial Advisors
Pennsylvania
$31K +$165 +1 +0.5%
CDIA
2964
Capital Directions Investment Advisors
Georgia
$30K +$30K +181 New
CI
2965
Cordant Inc
Oregon
$27K +$27K +162 New
PP
2966
Pacifica Partners
Canada
$25K – – –
CA
2967
Crewe Advisors
Utah
$24K – – –
PA
2968
PSI Advisors
Florida
$22K – – –
FC
2969
Family CFO
California
$21K – – –
LWP
2970
Laurel Wealth Planning
Minnesota
$20K – – –
RDIA
2971
RE Dickinson Investment Advisors
Iowa
$19K – – –
FFC
2972
Fure Financial Corporation
Minnesota
$18K – – –
PWC
2973
PYA Waltman Capital
Tennessee
$18K – – –
SCA
2974
Sandy Cove Advisors
Massachusetts
$18K – – –
CMANY
2975
Capital Management Associates (New York)
New York
$17K +$17K +100 New
117 118
119
120 121