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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 %
MCM
851
Mattern Capital Management
Colorado
$6.23M +$61.1K +365 +1%
NEI
852
Northwest & Ethical Investments
Ontario, Canada
$6.23M -$467K -2,792 -7%
CT
853
Cambridge Trust
Massachusetts
$6.22M -$291K -1,749 -4%
SCM
854
Schnieders Capital Management
California
$6.17M +$13.7K +82 +0.2%
BDWM
855
Brewin Dolphin Wealth Management
Ireland
$6.16M – – –
SHFA
856
SS&H Financial Advisors
Michigan
$6.13M +$6.13M +36,649 New
HAI
857
Hennessy Advisors Inc
California
$6.11M +$368K +2,200 +6%
RGC
858
Roberts, Glore & Co
Illinois
$6.09M -$179K -1,069 -3%
AFG
859
Albion Financial Group
Utah
$6.09M -$412K -2,464 -6%
TCOO
860
Trust Company of Oklahoma
Oklahoma
$6.08M -$410K -2,448 -6%
KFS
861
Kurt F. Somerville
$6.08M -$718K -4,292 -11%
IWA
862
IBEX Wealth Advisors
New Jersey
$6.07M +$856K +5,114 +16%
AWAG
863
ARS Wealth Advisors Group
Florida
$6.06M +$175K +1,048 +3%
PAM
864
Panagora Asset Management
Massachusetts
$6.06M -$3M -17,932 -33%
RSWM
865
Robertson Stephens Wealth Management
California
$6.05M +$562K +3,358 +10%
SFG
866
SevenBridge Financial Group
Pennsylvania
$6.02M -$314K -1,873 -5%
AAP
867
Aristotle Atlantic Partners
Florida
$6.02M +$315K +1,883 +6%
VVP
868
Venture Visionary Partners
Ohio
$5.99M +$377K +2,254 +7%
PBC
869
Pavion Blue Capital
California
$5.99M -$41.5K -248 -0.7%
PCTC
870
Perkins Coie Trust Company
Washington
$5.95M -$90.7K -542 -2%
CT
871
Chicago Trust
Illinois
$5.93M +$197K +1,175 +3%
LC
872
Lavaca Capital
Texas
$5.88M +$349K +2,084 +6%
EDRIA
873
Edmonds Duncan Registered Investment Advisors
Kansas
$5.86M – – –
IHL
874
Investment House LLC
California
$5.84M -$5.02K -30 -0.1%
JHCP
875
Jackson Hole Capital Partners
Oklahoma
$5.81M +$104K +623 +2%
33 34
35
36 37