PEP icon

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 %
QI
926
QV Investors
Alberta, Canada
$5.26M – – –
FGP
927
Foyston, Gordon, & Payne
Ontario, Canada
$5.25M -$4.57M -18,202 -47%
GLA
928
Great Lakes Advisors
Illinois
$5.24M -$41.5K -249 -0.8%
MYLI
929
Meiji Yasuda Life Insurance
Japan
$5.24M +$2.37M +14,195 +82%
BG
930
Bollard Group
Massachusetts
$5.23M +$2.83K +17 +0.1%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$5.22M +$23.3K +140 +0.4%
MRCM
932
M&R Capital Management
New Jersey
$5.22M -$53.7K -322 -1%
HAC
933
Harbor Advisory Corp
New Hampshire
$5.21M -$220K -1,320 -4%
CRIG
934
Charter Research & Investment Group
Connecticut
$5.21M +$12.5K +75 +0.2%
LA
935
LVW Advisors
New York
$5.21M -$106K -636 -2%
CW
936
CreativeOne Wealth
Kansas
$5.2M +$308K +1,846 +6%
PAM
937
Panagora Asset Management
Massachusetts
$5.15M -$881K -5,288 -15%
SC
938
Savant Capital
Illinois
$5.12M +$198K +1,185 +4%
AAA
939
Adams Asset Advisors
Texas
$5.11M – – –
TPCW
940
TD Private Client Wealth
New York
$5.1M -$415K -2,493 -8%
TLP
941
Trinity Legacy Partners
Texas
$5.1M -$438K -2,572 -8%
AWM
942
Altium Wealth Management
New York
$5.09M +$567K +3,404 +13%
JF
943
Jump Financial
Illinois
$5.09M +$3.95M +23,704 +348%
LNC
944
Lincoln National Corp
Pennsylvania
$5.07M -$173K -1,040 -3%
GP
945
Geneva Partners
Wisconsin
$5.07M -$27.3K -164 -0.5%
MIAN
946
Mariner Independent Advisor Network
Kansas
$5.06M +$1.46M +8,706 +41%
AWM
947
Apollon Wealth Management
South Carolina
$5.04M +$103K +618 +2%
SMG
948
Spectrum Management Group
Indiana
$5.03M -$1.21M -7,256 -19%
HCM
949
Horrell Capital Management
Arkansas
$5.02M -$74.3K -446 -1%
RB
950
Rodgers Brothers
Pennsylvania
$5.02M +$20.8K +125 +0.4%
36 37
38
39 40