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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 %
MFP
3076
Meridian Financial Partners
Virginia
– -$380K -2,166 Closed
SC
3077
Slow Capital
California
– -$353K -2,033 Closed
RWM
3078
Rockwood Wealth Management
Pennsylvania
– -$350K -2,016 Closed
KM
3079
Kalos Management
Georgia
– -$308K -1,974 Closed
BHB
3080
Bank Hapoalim BM
Israel
– -$340K -1,958 Closed
SC
3081
Scholtz & Company
Connecticut
– -$335K -1,930 Closed
TIA
3082
Tandem Investment Advisors
South Carolina
– -$319K -1,834 Closed
GCP
3083
GSA Capital Partners
United Kingdom
– -$311K -1,789 Closed
AIS
3084
AM Investment Strategies
Tennessee
– -$309K -1,779 Closed
DG
3085
DMC Group
Alabama
– -$299K -1,766 Closed
MA
3086
MAS Advisors
Florida
– -$304K -1,760 Closed
NEWAS
3087
N.E.W. Advisory Services
Wisconsin
– -$302K -1,738 Closed
YMRC
3088
Yorktown Management & Research Company
Virginia
– -$294K -1,695 Closed
HW
3089
Hedeker Wealth
Illinois
– -$283K -1,630 Closed
LCOV
3090
London Company of Virginia
Virginia
– -$282K -1,625 Closed
LFS
3091
Legacy Financial Strategies
Kansas
– -$275K -1,585 Closed
KWA
3092
Kellett Wealth Advisors
Ohio
– -$274K -1,577 Closed
ACP
3093
Arcus Capital Partners
Georgia
– -$242K -1,395 Closed
ST
3094
Sentinel Trust
Texas
– -$239K -1,376 Closed
DCM
3095
Dimension Capital Management
Florida
– -$239K -1,375 Closed
OFA
3096
Oak Family Advisors
Illinois
– -$238K -1,372 Closed
SC
3097
Sepio Capital
Utah
– -$234K -1,349 Closed
BWFA
3098
Baltimore-Washington Financial Advisors
Maryland
– -$220K -1,269 Closed
RP
3099
Riverwater Partners
Wisconsin
– -$217K -1,249 Closed
HWM
3100
HFR Wealth Management
New York
– -$216K -1,244 Closed
122 123
124
125 126