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 %
PFS
726
Prospera Financial Services
Texas
$8.63M +$637K +3,806 +8%
MCM
727
Mengis Capital Management
Oregon
$8.61M -$13.2K -79 -0.2%
BCM
728
Buckhead Capital Management
Georgia
$8.61M -$329K -1,963 -4%
WB
729
Webster Bank
Connecticut
$8.57M +$13.1K +78 +0.2%
VFA
730
Valeo Financial Advisors
Indiana
$8.54M +$603K +5,533 +8%
SDIC
731
South Dakota Investment Council
South Dakota
$8.53M -$3.59M -21,464 -30%
TFA
732
Toth Financial Advisory
Virginia
$8.49M -$43.4K -259 -0.5%
SC
733
SouthState Corp
Florida
$8.49M +$145K +864 +2%
KIA
734
KCM Investment Advisors
California
$8.47M -$176K -1,052 -2%
PL
735
Parkwood LLC
Ohio
$8.47M +$890K +5,318 +12%
Kovitz Investment Group Partners
736
Kovitz Investment Group Partners
Illinois
$8.44M +$1.39M +8,293 +20%
ECM
737
ExodusPoint Capital Management
New York
$8.43M +$2.34M +13,961 +38%
VPIM
738
Vanguard Personalized Indexing Management
California
$8.41M +$932K +5,571 +12%
AC
739
Addenda Capital
Quebec, Canada
$8.39M +$527K +3,148 +7%
APA
740
American Portfolios Advisors
New York
$8.35M +$1.68M +10,066 +25%
CAC
741
Core Alternative Capital
Georgia
$8.34M -$1.58M -9,424 -16%
LOAME
742
Lombard Odier Asset Management (Europe)
United Kingdom
$8.34M +$1.16M +6,944 +16%
FNBTCON
743
First National Bank & Trust Co of Newtown
Pennsylvania
$8.33M -$131K -782 -2%
HWM
744
Holloway Wealth Management
Florida
$8.29M -$8.64M – –
TAM
745
Taurus Asset Management
New York
$8.28M -$12.6K -75 -0.2%
SW
746
SteelPeak Wealth
California
$8.27M -$533K -3,184 -6%
HVIA
747
Hudson Valley Investment Advisors
New York
$8.25M -$103K -615 -1%
ISB
748
Iowa State Bank
Iowa
$8.2M -$86.9K -519 -1%
EWM
749
Executive Wealth Management
Michigan
$8.19M +$79.8K +477 +1%
VF
750
Vest Financial
Virginia
$8.16M +$1.05M +6,244 +15%
28 29
30
31 32