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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 %
ACM
976
Altrius Capital Management
North Carolina
$4.82M +$4.82M +28,906 New
VWM
977
Valley Wealth Managers
New Jersey
$4.79M -$764K -4,585 -14%
BRM
978
Boston Research & Management
Massachusetts
$4.79M -$48.8K -293 -1%
VAS
979
Valicenti Advisory Services
New York
$4.78M -$13.3K -80 -0.3%
PAM
980
Pegasus Asset Management
New York
$4.78M -$75.2K -451 -2%
CAL
981
Capital Analysts LLC
Pennsylvania
$4.76M +$31K +186 +0.7%
MP
982
McDonald Partners
Ohio
$4.75M +$255K +1,530 +6%
LS
983
Leelyn Smith
Illinois
$4.74M +$2.45M +14,692 +107%
QP
984
Quilter Plc
United Kingdom
$4.72M -$271K -1,627 -5%
EFS
985
Essex Financial Services
Connecticut
$4.72M +$11.7K +70 +0.2%
CI Investments Inc
986
CI Investments Inc
Ontario, Canada
$4.72M -$1.83M -10,997 -28%
BS
987
Bessemer Securities
New York
$4.72M – – –
VV
988
Verity & Verity
South Carolina
$4.72M +$145K +872 +3%
EWA
989
Exencial Wealth Advisors
Oklahoma
$4.71M -$140K -839 -3%
PWP
990
Principle Wealth Partners
Connecticut
$4.71M -$271K -1,626 -5%
EF
991
Empirical Finance
Pennsylvania
$4.7M +$251K +1,507 +6%
SSW
992
Stone Summit Wealth
Florida
$4.7M +$221K +1,327 +5%
FPB
993
First PREMIER Bank
South Dakota
$4.7M -$40K -240 -0.8%
ECM
994
Exchange Capital Management
Michigan
$4.69M -$133K -797 -3%
SVWAG
995
Sound View Wealth Advisors Group
Georgia
$4.69M -$72.3K -434 -2%
KWMG
996
King Wealth Management Group
Florida
$4.68M +$1.33M +8,002 +40%
MAM
997
Meeder Asset Management
Ohio
$4.68M +$844K +5,065 +22%
H6H
998
Hightower 6M Holding
Kansas
$4.68M -$63.3K -380 -1%
FHB
999
First Hawaiian Bank
Hawaii
$4.67M +$905K +5,431 +24%
FTA
1000
Financial & Tax Architects
Missouri
$4.64M +$424K +2,546 +10%
38 39
40
41 42