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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 %
HNWAG
901
High Net Worth Advisory Group
Florida
$5.5M +$833 +5 +0%
ACM
902
Ayrshire Capital Management
Connecticut
$5.48M -$143K -861 -3%
RIM
903
Redpoint Investment Management
Australia
$5.47M +$136K +817 +3%
SAM
904
SP Asset Management
California
$5.46M +$28K +168 +0.5%
CWM
905
Concentric Wealth Management
California
$5.42M +$5.83K +35 +0.1%
MMM
906
Mendel Money Management
Illinois
$5.4M -$281K -1,683 -5%
MS
907
Marshall & Sullivan
Washington
$5.4M -$17.2K -103 -0.3%
EGA
908
Eagle Global Advisors
Texas
$5.4M -$29.2K -175 -0.5%
MWM
909
Modera Wealth Management
New Jersey
$5.4M +$45.3K +272 +0.8%
GCM
910
Garland Capital Management
Washington
$5.39M -$169K -1,012 -3%
AG
911
Ascent Group
Virginia
$5.38M +$1.18M +6,772 +28%
SCM
912
SKBA Capital Management
California
$5.37M -$8.33K -50 -0.2%
RWA
913
Ropes Wealth Advisors
Massachusetts
$5.36M +$67.3K +404 +1%
PHS
914
Pekin Hardy Strauss
Illinois
$5.35M +$42.7K +256 +0.8%
FPFS
915
First Personal Financial Services
North Carolina
$5.33M -$116K -695 -2%
MMG
916
Monetary Management Group
Missouri
$5.33M – – –
BBA
917
BLB&B Advisors
Pennsylvania
$5.33M -$53.2K -319 -1%
SCA
918
Stokes Capital Advisors
South Carolina
$5.32M +$84.5K +507 +2%
AWM
919
Aevitas Wealth Management
Massachusetts
$5.32M +$74.7K +448 +1%
PTC
920
Private Trust Company
Ohio
$5.31M -$1.04M -6,224 -16%
Aristotle Capital Management
921
Aristotle Capital Management
California
$5.31M – – –
BBA
922
Baader Bank Aktiengesellschaft
Germany
$5.3M +$493K +2,960 +10%
GC
923
Grimes & Company
Massachusetts
$5.3M +$716K +4,297 +16%
SWM
924
Spire Wealth Management
Virginia
$5.28M -$1.14M -6,851 -18%
MNBTD
925
Moody National Bank Trust Division
Texas
$5.28M +$329K +1,972 +7%
35 36
37
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