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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 %
PAS
776
Park Avenue Securities
New York
$7.55M +$285K +1,705 +4%
OIM
777
Opus Investment Management
Massachusetts
$7.53M – – –
CC
778
Chicago Capital
Illinois
$7.51M -$86.4K -516 -1%
FFWA
779
FRG Family Wealth Advisors
Washington
$7.48M – – –
BFEC
780
Benjamin F. Edwards & Company
Missouri
$7.47M +$1.84M +10,977 +33%
AIA
781
Allied Investment Advisors
Montana
$7.47M +$452K +2,702 +6%
BCA
782
Bernzott Capital Advisors
California
$7.45M -$196K -1,170 -3%
PCM
783
Palisade Capital Management
New Jersey
$7.45M +$9.37K +56 +0.1%
CIA
784
Capital Investment Advisors
Georgia
$7.43M +$152K +909 +2%
KPWS
785
Kestra Private Wealth Services
Texas
$7.42M -$160K -956 -2%
EIM
786
Essex Investment Management
Massachusetts
$7.41M -$833K -4,979 -10%
MFA
787
Mayflower Financial Advisors
Massachusetts
$7.36M +$20.4K +122 +0.3%
AC
788
Allstate Corporation
Illinois
$7.36M -$9.7M -57,933 -57%
NEAM
789
New England Asset Management
Connecticut
$7.34M -$123K -735 -2%
OHIS
790
Oak Harvest Investment Services
Texas
$7.33M +$624K +3,725 +9%
LI
791
Lafayette Investments
Maryland
$7.3M +$12.4K +74 +0.2%
CCM
792
Coldstream Capital Management
Washington
$7.3M +$4.69K +28 +0.1%
IB
793
Intrust Bank
Kansas
$7.29M -$91.9K -549 -1%
MC
794
Middleton & Co
Massachusetts
$7.22M -$171K -1,019 -2%
DHFB
795
Dixon Hubard Feinour & Brown
Virginia
$7.2M -$151K -901 -2%
TI
796
Tidal Investments
Wisconsin
$7.14M +$679K +4,055 +11%
ST
797
Spinnaker Trust
Maine
$7.12M -$202K -1,205 -3%
WPP
798
Whalerock Point Partners
Rhode Island
$7.11M +$264K +1,579 +4%
APP
799
Avantax Planning Partners
Iowa
$7.08M +$12.4K +74 +0.2%
MGIA
800
Moneta Group Investment Advisors
Missouri
$7.06M -$52.1K -311 -0.7%
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