PEP icon

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 %
AAM
801
AR Asset Management
California
$7M – – –
VFM
802
Viking Fund Management
North Dakota
$7M +$2.5M +15,000 +56%
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$6.99M +$67.7K +406 +1%
HW
804
Hancock Whitney
Mississippi
$6.99M -$31K -186 -0.4%
VST
805
Van Strum & Towne
California
$6.99M +$108K +649 +2%
RWA
806
River Wealth Advisors
Pennsylvania
$6.97M +$65K +390 +0.9%
RC
807
Roundview Capital
New Jersey
$6.96M -$833 -5 -0%
BFEC
808
Benjamin F. Edwards & Company
Missouri
$6.94M -$496K -2,976 -7%
Carson Wealth (CWM LLC)
809
Carson Wealth (CWM LLC)
Nebraska
$6.94M -$2.12M -12,743 -23%
CNBTD
810
Citizens National Bank Trust Department
Mississippi
$6.93M +$2.54M +15,235 +58%
APA
811
American Portfolios Advisors
New York
$6.93M -$1.38M -8,303 -17%
EIM
812
Essex Investment Management
Massachusetts
$6.91M -$465K -2,788 -6%
KTM
813
Keeler Thomas Management
Utah
$6.9M +$207K +1,244 +3%
WS
814
Wedbush Securities
California
$6.89M +$70.3K +422 +1%
Westfield Capital Management
815
Westfield Capital Management
Massachusetts
$6.86M +$87.8K +527 +1%
BEAM
816
Baker Ellis Asset Management
Washington
$6.86M -$54.5K -327 -0.8%
Rafferty Asset Management
817
Rafferty Asset Management
New York
$6.85M +$81.2K +487 +1%
LAM
818
Lountzis Asset Management
Pennsylvania
$6.84M -$3.33K -20 -0%
NMIFOAC
819
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.83M – – –
BCA
820
Bernzott Capital Advisors
California
$6.83M -$594K -3,562 -8%
SAM
821
Socorro Asset Management
Texas
$6.82M -$1.88M -11,290 -22%
PGIM
822
Pacific Global Investment Management
California
$6.81M -$173K -1,035 -2%
M
823
MOTCO
Texas
$6.74M -$1.01M -6,087 -13%
TI
824
Tidal Investments
Wisconsin
$6.74M -$375K -2,253 -5%
KPWS
825
Kestra Private Wealth Services
Texas
$6.68M -$707K -4,245 -10%
31 32
33
34 35