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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 %
CP
976
Cumberland Partners
Ontario, Canada
$4.8M +$1.21M +7,218 +34%
SVWAG
977
Sound View Wealth Advisors Group
Georgia
$4.78M -$174K -1,037 -4%
FPB
978
First PREMIER Bank
South Dakota
$4.76M -$16.7K -100 -0.4%
H6H
979
Hightower 6M Holding
Kansas
$4.76M +$4.76M +28,433 New
CAL
980
Capital Analysts LLC
Pennsylvania
$4.75M +$42K +251 +0.9%
RPC
981
Rossmore Private Capital
Connecticut
$4.75M -$60.8K -363 -1%
LRIC
982
Long Road Investment Counsel
Michigan
$4.74M -$184K -1,100 -4%
BS
983
Bessemer Securities
New York
$4.74M -$8.37K -50 -0.2%
EFS
984
Essex Financial Services
Connecticut
$4.73M +$113K +673 +2%
RCM
985
RNC Capital Management
California
$4.72M -$114K -681 -2%
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$4.72M +$387K +2,310 +9%
DMBA
987
Deseret Mutual Benefit Administrators
Utah
$4.68M -$832K -4,974 -15%
HCM
988
Hall Capital Management
Rhode Island
$4.67M +$38.8K +232 +0.8%
BA
989
Baugh & Associates
Georgia
$4.63M -$16.7K -100 -0.4%
IA
990
IFP Advisors
Florida
$4.63M +$2.55M +27,190 +123%
BMC
991
Beaton Management Company
Massachusetts
$4.63M +$44.7K +267 +1%
HCA
992
Harbour Capital Advisors
Virginia
$4.62M +$15.9K +95 +0.3%
CWS
993
Confluence Wealth Services
Pennsylvania
$4.61M +$5.86K +35 +0.1%
GC
994
Grimes & Company
Massachusetts
$4.6M +$2.34K +14 +0.1%
VV
995
Verity & Verity
South Carolina
$4.59M +$195K +1,166 +4%
SSW
996
Stone Summit Wealth
Florida
$4.56M +$2.08M +12,288 +84%
ANTB
997
AMG National Trust Bank
Colorado
$4.54M +$6.53K +39 +0.1%
AWM
998
Altium Wealth Management
New York
$4.54M +$228K +1,363 +5%
BFPW
999
BOK Financial Private Wealth
Colorado
$4.54M +$188K +1,123 +4%
BAM
1000
Belpointe Asset Management
Nevada
$4.53M +$408K +2,438 +10%
38 39
40
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