PEP icon

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 %
O
701
Ossiam
France
$9.12M +$35.5K +212 +0.4%
ASN
702
Advisory Services Network
Georgia
$9.11M -$843K -5,037 -8%
Carson Wealth (CWM LLC)
703
Carson Wealth (CWM LLC)
Nebraska
$9.1M -$2.69M -16,070 -23%
KOCAA
704
Knights of Columbus Asset Advisors
Connecticut
$9.09M +$2.2M +13,142 +32%
WF
705
WoodTrust Financial
Wisconsin
$9.09M +$204K +1,220 +2%
TF
706
Tompkins Financial
New York
$9.08M +$875K +5,226 +11%
DWA
707
Douglass Winthrop Advisors
New York
$9.08M -$189K -1,129 -2%
LS
708
Livforsakringsbolaget Skandia
Sweden
$9.04M +$234K +1,400 +3%
PCM
709
Parsons Capital Management
Rhode Island
$8.99M +$114K +680 +1%
DCM
710
Dupont Capital Management
Delaware
$8.97M -$557K -3,330 -6%
AIP
711
Ameritas Investment Partners
Nebraska
$8.96M -$96.9K -579 -1%
FA
712
FDx Advisors
Illinois
$8.91M -$4.54M -27,118 -34%
EVM
713
Evelyn V. Moreno
$8.86M -$112K -670 -1%
HL
714
HeadInvest LLC
Maine
$8.85M -$7.03K -42 -0.1%
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$8.84M -$670 -4 -0%
RBA
716
Richard Bernstein Advisors
New York
$8.84M +$1.21M +7,207 +16%
BCV
717
Banque Cantonale Vaudoise
Switzerland
$8.82M -$2.9M -17,346 -25%
NCM
718
Novare Capital Management
North Carolina
$8.81M -$284K -1,697 -3%
PP
719
Patten & Patten
Tennessee
$8.8M -$208K -1,241 -2%
ELC
720
Edgar Lomax Company
Virginia
$8.78M +$8.78M +52,440 New
SAM
721
Socorro Asset Management
Texas
$8.74M +$100K +600 +1%
PCMC
722
Private Capital Management (Colorado)
Colorado
$8.73M +$43K +257 +0.5%
OPCM
723
Osborne Partners Capital Management
California
$8.69M +$165K +987 +2%
DY
724
Dowling & Yahnke
California
$8.69M -$731K -4,369 -8%
HCM
725
Hutner Capital Management
Vermont
$8.67M -$221K -1,321 -2%
27 28
29
30 31