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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
$2.48B
2
FIS
Fundsmith Investment Services
Mauritius
$336M
3
Vanguard Group
Vanguard Group
Pennsylvania
$20.9B
4
Goldman Sachs
Goldman Sachs
New York
$1.27B
5
Charles Schwab
Charles Schwab
California
$2.56B

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.36B
2
Franklin Resources
Franklin Resources
California
$1.57B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.31B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
MUMSS
2976
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17K +100 New
NC
2977
Nicholas Company
Wisconsin
$16.7K – – –
DWA
2978
Delos Wealth Advisors
Texas
$16K – – –
UCB
2979
United Community Bank
South Carolina
$15.1K – – –
TJHA
2980
Thomas J. Herzfeld Advisors
Florida
$15K – – –
IRAG
2981
Investment Research & Advisory Group
Georgia
$15K – – –
BCM
2982
Bourgeon Capital Management
Connecticut
$14K – – –
MCA
2983
Maryland Capital Advisors
Maryland
$13K – – –
FWA
2984
FSC Wealth Advisors
New York
$13K – – –
RVM
2985
Robinson Value Management
Texas
$12K – – –
CIAS
2986
CFS Investment Advisory Services
New Jersey
$12K +$11.9K +2,077,132 +16,697%
IHWM
2987
Iron Horse Wealth Management
Iowa
$11K +$8.21K +50 +294%
AW
2988
Avion Wealth
Texas
$10K – – –
SGAM
2989
Smith Group Asset Management
Texas
$10K – – –
FQ
2990
First Quadrant
California
$10K +$10K +57 New
CAGAS
2991
Capital Advisory Group Advisory Services
Minnesota
$10K +$10K +62 New
MS
2992
Mizuho Securities
Japan
$9K – – –
RFWA
2993
RPg Family Wealth Advisory
Massachusetts
$8.2K +$8.2K +49 New
BGC
2994
Beutel, Goodman & Co
Ontario, Canada
$8K – – –
CWM
2995
Cedar Wealth Management
California
$8K – – –
WIA
2996
Wealthstreet Investment Advisors
Texas
$7K – – –
LWA
2997
Lowe Wealth Advisors
Maryland
$5K – – –
RF
2998
Robbins Farley
New Hampshire
$5K – – –
CWM
2999
CarsonAllaria Wealth Management
Illinois
$4K – – –
WA
3000
Win Advisors
Florida
$4K +$4K +21 New
118 119
120
121 122