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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 %
AT
876
American Trust
Kentucky
$5.76M +$2.23M +13,334 +63%
FMWA
877
Forvis Mazars Wealth Advisors
Missouri
$5.76M +$18.4K +110 +0.3%
SIM
878
Stratos Investment Management
Ohio
$5.73M +$226K +1,350 +4%
FANJ
879
Financial Architects (New Jersey)
New Jersey
$5.73M -$90.2K -539 -2%
MMM
880
Mendel Money Management
Illinois
$5.71M +$533K +3,182 +10%
FCT
881
Family Capital Trust
Massachusetts
$5.7M +$28.5K +170 +0.5%
LJHT
882
Laurie J. Hall Trustee
$5.7M -$93.6K -559 -2%
HFM
883
Hartford Financial Management
Connecticut
$5.68M – – –
DT
884
Diversified Trust
Tennessee
$5.67M +$142K +847 +3%
PIM
885
Penobscot Investment Management
Massachusetts
$5.67M -$282K -1,685 -5%
CAM
886
Costello Asset Management
Pennsylvania
$5.65M -$328K -1,958 -5%
ACM
887
Ayrshire Capital Management
Connecticut
$5.65M +$41.8K +250 +0.7%
TC
888
Telemus Capital
Michigan
$5.63M +$135K +808 +2%
AMG
889
Asset Management Group
Connecticut
$5.62M +$57.8K +345 +1%
EIA
890
Eastover Investment Advisors
North Carolina
$5.6M +$562K +3,357 +11%
VWM
891
Valley Wealth Managers
New Jersey
$5.58M +$57.7K +345 +1%
GCM
892
Garland Capital Management
Washington
$5.58M +$139K +830 +3%
CHC
893
City Holding Co
West Virginia
$5.56M -$11.7K -70 -0.2%
TPCW
894
TD Private Client Wealth
New York
$5.54M -$1.47M -8,809 -21%
WCM
895
Whitener Capital Management
North Carolina
$5.54M +$189K +1,132 +4%
HNWAG
896
High Net Worth Advisory Group
Florida
$5.53M -$87.9K -525 -2%
FPFS
897
First Personal Financial Services
North Carolina
$5.47M +$2.18K +13 +0%
KFP
898
KMG Fiduciary Partners
Ohio
$5.47M -$866K -5,174 -14%
SAM
899
SP Asset Management
California
$5.46M +$68K +406 +1%
HAC
900
Harbor Advisory Corp
New Hampshire
$5.46M -$152K -911 -3%
34 35
36
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