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PepsiCo
PEP

Overview Fund Activity

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.16B
2
BlackRock
BlackRock
New York
+$566M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$440M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$340M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$439M
3
Franklin Resources
Franklin Resources
California
-$438M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$346M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
751
Private Asset Management
California
$8.04M +$31.5K +189 +0.4%
MSS
752
Mitchell Sinkler & Starr
Pennsylvania
$8.01M +$115K +691 +1%
SW
753
SteelPeak Wealth
California
$8M -$232K -1,392 -3%
GIM
754
Grassi Investment Management
California
$8M – – –
BCM
755
Buckhead Capital Management
Georgia
$7.97M -$604K -3,622 -7%
OHIS
756
Oak Harvest Investment Services
Texas
$7.95M +$658K +3,947 +9%
EWM
757
Executive Wealth Management
Michigan
$7.92M -$226K -1,355 -3%
WFG
758
Wills Financial Group
Virginia
$7.89M -$23.5K -141 -0.3%
KRSITF
759
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.87M +$1.07M +6,404 +16%
WIC
760
Woodmont Investment Counsel
Tennessee
$7.86M +$22.2K +133 +0.3%
CCM
761
Coldstream Capital Management
Washington
$7.85M +$579K +3,475 +8%
IIC
762
Ironwood Investment Counsel
Arizona
$7.84M -$17K -102 -0.2%
RIG
763
Renaissance Investment Group
Massachusetts
$7.76M +$9.17K +55 +0.1%
LNWWM
764
Laird Norton Wetherby Wealth Management
California
$7.76M +$814K +4,885 +12%
MCM
765
Murphy Capital Management
New Jersey
$7.76M -$113K -677 -1%
FWM
766
Frontier Wealth Management
Missouri
$7.75M -$92K -552 -1%
PFO
767
Pathstone Family Office
New Jersey
$7.74M +$2.91M +17,466 +60%
CSPIA
768
Cary Street Partners Investment Advisory
Virginia
$7.73M +$6.47M +38,828 +513%
LWAC
769
Laurel Wealth Advisors (California)
California
$7.71M -$370K -2,222 -5%
FPTW
770
Franklin, Parlapiano, Turner & Welch
Texas
$7.59M -$36.3K -218 -0.5%
CIA
771
Capital Investment Advisors
Georgia
$7.58M +$173K +1,035 +2%
VFA
772
Valeo Financial Advisors
Indiana
$7.56M -$588K -5,654 -7%
TC
773
TownSquare Capital
Utah
$7.55M +$836K +5,016 +12%
NWM
774
Northcape Wealth Management
New York
$7.52M -$2.66M -15,984 -26%
AIA
775
Allied Investment Advisors
Montana
$7.51M +$76K +456 +1%
29 30
31
32 33