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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 %
BAM
826
Bell Asset Management
Australia
$6.71M -$983K -5,874 -13%
MCC
827
Money Concepts Capital
Florida
$6.69M +$1.32M +7,912 +25%
NAM
828
NTV Asset Management
West Virginia
$6.68M +$2.34K +14 +0%
AAIM
829
American Assets Investment Management
California
$6.66M – – –
HBT
830
Hills Bank & Trust
Iowa
$6.65M -$133K -795 -2%
HCM
831
Howland Capital Management
Massachusetts
$6.64M +$96.9K +579 +1%
SFO
832
Stokes Family Office
Louisiana
$6.63M -$142K -850 -2%
IWP
833
Icon Wealth Partners
Texas
$6.62M +$135K +806 +2%
GAM
834
Gotham Asset Management
New York
$6.61M -$98.6K -589 -1%
DWM
835
Destination Wealth Management
California
$6.59M +$1.17K +7 +0%
CI Investments Inc
836
CI Investments Inc
Ontario, Canada
$6.58M -$2.36M -14,076 -26%
TCM
837
Tufton Capital Management
Maryland
$6.57M -$174K -1,039 -3%
FGP
838
Foyston, Gordon, & Payne
Ontario, Canada
$6.55M -$293K -1,753 -4%
Hudson Bay Capital Management
839
Hudson Bay Capital Management
Connecticut
$6.52M +$6.52M +38,939 New
CCG
840
Cypress Capital Group
Florida
$6.51M +$131K +783 +2%
MCWS
841
McKinley Carter Wealth Services
West Virginia
$6.47M +$3.23M +19,278 +100%
SWM
842
Spire Wealth Management
Virginia
$6.45M -$2.1M -12,522 -25%
FWCM
843
Ferguson Wellman Capital Management
Oregon
$6.39M -$125K -745 -2%
BCMO
844
Buckingham Capital Management (Ohio)
Ohio
$6.38M +$131K +785 +2%
PTC
845
Private Trust Company
Ohio
$6.38M -$318K -1,898 -5%
BCCM
846
Bridge Creek Capital Management
Massachusetts
$6.33M +$4.92M +29,409 +349%
MWM
847
Marietta Wealth Management
Georgia
$6.32M +$36.2K +216 +0.6%
JWM
848
JGP Wealth Management
Oregon
$6.3M +$195K +1,129 +3%
SMG
849
Spectrum Management Group
Indiana
$6.27M +$142K +849 +2%
PSP
850
Principal Street Partners
Tennessee
$6.25M +$256K +1,527 +4%
32 33
34
35 36