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 %
AWCI
951
Alpine Woods Capital Investors
New York
$5.01M -$50K -300 -1%
JAG
952
Journey Advisory Group
Kentucky
$5.01M +$637K +3,600 +15%
KFP
953
KMG Fiduciary Partners
Ohio
$5M -$446K -2,674 -8%
WP
954
WMS Partners
Maryland
$4.99M -$319K -1,914 -6%
FIM
955
Fruth Investment Management
Texas
$4.95M – – –
SWK
956
Stephen W. Kidder
$4.95M -$36.7K -220 -0.7%
DIA
957
Dana Investment Advisors
Wisconsin
$4.95M +$2.57M +15,427 +108%
IMOV
958
Investment Management of Virginia
Virginia
$4.94M -$112K -670 -2%
Koshinski Asset Management
959
Koshinski Asset Management
Illinois
$4.94M -$34.3K -206 -0.7%
STC
960
Sarah T. Connolly
$4.94M +$19.3K +116 +0.4%
DIA
961
Dean Investment Associates
Ohio
$4.93M -$125K -750 -2%
CCMINC
962
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.93M +$9.33K +56 +0.2%
ACM
963
Advisors Capital Management
New Jersey
$4.92M +$1.61M +9,638 +48%
DMBA
964
Deseret Mutual Benefit Administrators
Utah
$4.91M +$258K +1,546 +6%
PA
965
Parallel Advisors
California
$4.91M +$783K +4,699 +19%
LRIC
966
Long Road Investment Counsel
Michigan
$4.9M +$183K +1,100 +4%
BCM
967
Brookstone Capital Management
Illinois
$4.9M +$69.6K +405 +1%
QPBE
968
Quintet Private Bank (Europe)
Luxembourg
$4.88M +$4.88M +26,315 New
BO
969
Bank OZK
Arkansas
$4.88M +$1.33K +8 +0%
CWG
970
Cornerstone Wealth Group
North Carolina
$4.87M +$430K +2,581 +10%
EH
971
Equitable Holdings
New York
$4.86M +$374K +2,245 +8%
RPC
972
Rossmore Private Capital
Connecticut
$4.85M +$122K +729 +3%
NIC
973
Northwest Investment Counselors
Oregon
$4.85M +$13.5K +81 +0.3%
MBTD
974
Mechanics Bank - Trust Department
California
$4.83M -$64.2K -385 -1%
HCM
975
Hall Capital Management
Rhode Island
$4.82M +$173K +1,037 +4%
37 38
39
40 41