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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 %
STC
951
Sarah T. Connolly
$4.94M +$51.1K +305 +1%
SC
952
Savant Capital
Illinois
$4.94M +$196K +1,174 +4%
CIA
953
Choate Investment Advisors
Massachusetts
$4.94M +$46.7K +279 +1%
CCMINC
954
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.94M +$79K +472 +2%
FIM
955
Fruth Investment Management
Texas
$4.94M – – –
PFO
956
Pathstone Family Office
New Jersey
$4.93M +$241K +1,421 +5%
CCM
957
Compton Capital Management
Rhode Island
$4.92M -$33.5K -200 -0.7%
MBTD
958
Mechanics Bank - Trust Department
California
$4.91M -$107K -641 -2%
CW
959
CreativeOne Wealth
Kansas
$4.91M +$160K +954 +3%
BO
960
Bank OZK
Arkansas
$4.9M -$95.8K -572 -2%
UAS
961
United Asset Strategies
New York
$4.9M +$153K +914 +3%
AF
962
Arrow Financial
New York
$4.88M -$74.3K -444 -2%
PAM
963
Pegasus Asset Management
New York
$4.87M -$31.5K -188 -0.6%
EWA
964
Exencial Wealth Advisors
Oklahoma
$4.87M -$3.01K -18 -0.1%
CFM
965
Capricorn Fund Managers
United Kingdom
$4.87M +$657K +3,926 +16%
BRM
966
Boston Research & Management
Massachusetts
$4.86M -$1.49M -8,914 -23%
NIC
967
Northwest Investment Counselors
Oregon
$4.86M -$38.2K -228 -0.8%
LI
968
LMCG Investments
Massachusetts
$4.85M +$4.85M +28,981 New
BCM
969
Brookstone Capital Management
Illinois
$4.85M -$3.8M -22,030 -44%
BMO
970
Beck Mack & Oliver
New York
$4.85M -$235K -1,405 -5%
ECM
971
Exchange Capital Management
Michigan
$4.84M +$16.4K +98 +0.3%
FCH
972
Freestone Capital Holdings
Washington
$4.83M +$490K +2,928 +11%
BBA
973
Baader Bank Aktiengesellschaft
Germany
$4.83M +$2.74M +16,348 +131%
VAS
974
Valicenti Advisory Services
New York
$4.82M -$33.5K -200 -0.7%
WA
975
WBH Advisory
Maryland
$4.81M -$254K -1,429 -5%
37 38
39
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