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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 %
SAM
426
Shell Asset Management
Netherlands
$20.5M -$936K -5,591 -4%
ZIG
427
Zurich Insurance Group
Switzerland
$20.4M +$20.4M +122,152 New
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$20.4M +$1.03M +6,157 +5%
HIMC
429
Heritage Investors Management Corp
Maryland
$20.4M -$180K -1,074 -0.9%
BIM
430
Bridges Investment Management
Nebraska
$20.3M -$171K -1,022 -0.8%
SFM
431
Stack Financial Management
Montana
$20.2M -$24.4K -146 -0.1%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$20.2M +$339K +2,028 +2%
GHA
433
GW Henssler & Associates
Georgia
$20.1M +$71.8K +429 +0.4%
WSTAM
434
Wilbanks Smith & Thomas Asset Management
Virginia
$20M +$1.71M +10,179 +9%
RC
435
RBO & Co
California
$20M – – –
WT
436
Washington Trust
Rhode Island
$19.9M +$498K +2,976 +3%
PA
437
Pinnacle Associates
New York
$19.7M +$664K +3,967 +3%
WCM
438
Windward Capital Management
California
$19.7M -$83.9K -501 -0.4%
MIA
439
MainStreet Investment Advisors
Illinois
$19.7M -$357K -2,130 -2%
CCA
440
Cobblestone Capital Advisors
New York
$19.6M +$34.1K +204 +0.2%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$19.6M -$1.89M -11,296 -9%
TWC
442
TD Waterhouse Canada
Ontario, Canada
$19.5M -$4.44M -24,264 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
443
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.3M -$76.8M -459,023 -80%
SAM
444
Securian Asset Management
Minnesota
$19.2M -$246K -1,472 -1%
PSUF
445
People's United Financial
Connecticut
$19.2M -$3.52M -21,060 -16%
MC
446
Moors & Cabot
Massachusetts
$19.1M +$786K +4,693 +4%
BSA
447
Braun Stacey Associates
New York
$19M -$2.21M -13,199 -10%
SMDAM
448
Sumitomo Mitsui DS Asset Management
Japan
$18.8M +$152K +906 +0.8%
IAIM
449
Industrial Alliance Investment Management
Quebec, Canada
$18.8M -$974K -5,817 -5%
OPERF
450
Oregon Public Employees Retirement Fund
Oregon
$18.6M -$33.5K -200 -0.2%
16 17
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