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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 %
VMPIC
501
Varma Mutual Pension Insurance Co
Finland
$15.9M -$1.67M -10,000 -10%
HI
502
Hendershot Investments
Virginia
$15.8M +$274K +1,634 +2%
MCM
503
Maple Capital Management
Vermont
$15.7M -$35.3K -211 -0.2%
FCMC
504
Founders Capital Management (Connecticut)
Connecticut
$15.6M +$94.9K +567 +0.6%
AHC
505
Adell Harriman & Carpenter
Texas
$15.6M +$84.2K +503 +0.5%
WP
506
WealthPLAN Partners
Nebraska
$15.6M +$1.23M +7,167 +9%
WIM
507
WealthPlan Investment Management
Nebraska
$15.6M +$15.6M +90,769 New
CA
508
CapWealth Advisors
Tennessee
$15.6M +$85.5K +511 +0.6%
NAM
509
NorthCrest Asset Manangement
Minnesota
$15.5M +$15.5M +92,887 New
1832 Asset Management
510
1832 Asset Management
Ontario, Canada
$15.5M +$2.16M +13,037 +16%
JMFC
511
J.M. Forbes & Co
Massachusetts
$15.4M +$19.1K +114 +0.1%
MA
512
Montag & Associates
Georgia
$15.4M +$38.2K +228 +0.2%
VRS
513
Virginia Retirement Systems
Virginia
$15.3M – – –
BPWM
514
Badgley Phelps Wealth Managers
Washington
$15.3M +$22.8K +136 +0.1%
VC
515
Vestor Capital
Illinois
$15.2M -$53.1K -317 -0.3%
NPPM
516
North Point Portfolio Managers
Ohio
$15.2M +$9.21K +55 +0.1%
RRAM
517
River Road Asset Management
Kentucky
$15.2M -$4.52M -27,020 -23%
CTA
518
Colonial Trust Advisors
South Carolina
$15.1M -$79.5K -475 -0.5%
DJSG
519
D.J. St. Germain
Massachusetts
$15.1M -$258K -1,542 -2%
CCM
520
Cohen Capital Management
California
$15.1M -$30.1K -180 -0.2%
HR
521
Howe & Rusling
New York
$15M +$17.1K +102 +0.1%
MHIC
522
Marble Harbor Investment Counsel
Massachusetts
$14.9M -$75.3K -450 -0.5%
WDA
523
Wendell David Associates
New Hampshire
$14.8M +$97.9K +585 +0.7%
KRS
524
Kentucky Retirement Systems
Kentucky
$14.8M +$748K +4,466 +5%
YIA
525
YHB Investment Advisors
Connecticut
$14.8M -$33.8K -202 -0.2%
19 20
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