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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 %
EGA
901
Eagle Global Advisors
Texas
$5.45M – – –
FIB
902
First Interstate Bank
Montana
$5.44M +$1.47M +8,799 +37%
MS
903
Marshall & Sullivan
Washington
$5.44M -$151K -901 -3%
CWM
904
Concentric Wealth Management
California
$5.44M +$44.2K +264 +0.8%
TLP
905
Trinity Legacy Partners
Texas
$5.43M +$841K +5,022 +18%
FAM
906
Fred Alger Management
New York
$5.42M +$390K +2,330 +8%
RMAM
907
Raab & Moskowitz Asset Management
New Jersey
$5.41M +$14.7K +88 +0.3%
SCM
908
SKBA Capital Management
California
$5.41M -$787K -4,700 -13%
BBA
909
BLB&B Advisors
Pennsylvania
$5.41M -$159K -949 -3%
MWM
910
Modera Wealth Management
New Jersey
$5.38M -$1.53M -9,158 -22%
RIM
911
Redpoint Investment Management
Australia
$5.36M -$154K -922 -3%
MMG
912
Monetary Management Group
Missouri
$5.35M – – –
AMBIA
913
Allen Mooney & Barnes Investment Advisors
Georgia
$5.35M +$5.35M +31,965 New
WP
914
WMS Partners
Maryland
$5.33M +$282K +1,682 +6%
LA
915
LVW Advisors
New York
$5.33M -$8.2K -49 -0.2%
Aristotle Capital Management
916
Aristotle Capital Management
California
$5.33M -$189K -1,129 -3%
PHS
917
Pekin Hardy Strauss
Illinois
$5.33M +$75.5K +451 +1%
RWA
918
Ropes Wealth Advisors
Massachusetts
$5.32M -$120K -715 -2%
GLA
919
Great Lakes Advisors
Illinois
$5.31M -$340K -2,034 -6%
MRCM
920
M&R Capital Management
New Jersey
$5.29M +$367K +2,195 +7%
QI
921
QV Investors
Alberta, Canada
$5.28M – – –
S
922
Seeyond
France
$5.28M -$1.15M -6,883 -18%
AWM
923
Aevitas Wealth Management
Massachusetts
$5.27M -$226K -1,350 -4%
RIM
924
Reliant Investment Management
Tennessee
$5.27M -$64.4K -385 -1%
LNC
925
Lincoln National Corp
Pennsylvania
$5.27M +$780K +4,662 +17%
35 36
37
38 39