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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 %
HFS
526
Haverford Financial Services
Pennsylvania
$14.7M -$357K -2,133 -2%
PAM
527
Palisade Asset Management
Minnesota
$14.6M +$92.1K +550 +0.6%
NWM
528
Nicola Wealth Management
British Columbia, Canada
$14.6M -$5.02M -30,000 -26%
CA
529
Callahan Advisors
Texas
$14.6M -$207K -1,235 -1%
ISL
530
Ingalls & Snyder LLC
New York
$14.6M -$93.9K -561 -0.6%
IC
531
IEQ Capital
California
$14.5M +$1.29M +7,691 +10%
PAI
532
Pittenger & Anderson Inc
Nebraska
$14.5M +$282K +1,682 +2%
AGA
533
Altrinsic Global Advisors
Connecticut
$14.5M -$15.3M -91,529 -51%
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
$14.4M +$364K +2,177 +3%
JC
535
Jacobs & Co
California
$14.4M -$349K -2,084 -2%
ACM
536
Academy Capital Management
Texas
$14.4M -$177K -1,056 -1%
PFP
537
Pinnacle Financial Partners
Tennessee
$14.4M -$1.29M -7,697 -8%
VCM
538
Violich Capital Management
California
$14.3M -$87.2K -521 -0.6%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$14.3M +$6.64M +39,650 +87%
AAM
540
Auxier Asset Management
Oregon
$14.3M -$32.3K -193 -0.2%
HVM
541
Harvest Volatility Management
Connecticut
$14.3M +$158K +945 +1%
DBG
542
De Burlo Group
Massachusetts
$14.2M +$13.9M +82,870 +4,666%
CCT
543
Chemung Canal Trust
New York
$14.1M -$198K -1,184 -1%
MLICM
544
Metropolitan Life Insurance Company (MetLife)
New York
$14.1M -$21.1M -126,176 -60%
EAM
545
Erste Asset Management
Austria
$14.1M -$359K -2,140 -2%
DP
546
Dearborn Partners
Illinois
$13.9M -$251K -1,498 -2%
GT
547
Glenview Trust
Kentucky
$13.8M -$212K -1,267 -2%
BFIM
548
Beese Fulmer Investment Management
Ohio
$13.8M -$389K -2,324 -3%
KPCM
549
Kings Point Capital Management
New York
$13.8M +$296K +1,769 +2%
TTWM
550
TCV Trust & Wealth Management
Virginia
$13.8M -$444K -2,651 -3%
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