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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 %
CNBTD
1001
Citizens National Bank Trust Department
Mississippi
$4.52M -$64.4K -375 -1%
TPA
1002
Trivium Point Advisory
Connecticut
$4.52M +$152K +879 +3%
VFM
1003
Viking Fund Management
North Dakota
$4.52M +$335K +2,000 +8%
OIA
1004
OneDigital Investment Advisors
Kansas
$4.52M +$726K +4,335 +19%
AAMA
1005
Advanced Asset Management Advisors
Ohio
$4.51M – – –
MP
1006
McDonald Partners
Ohio
$4.51M +$4.51M +26,950 +299,444%
SWM
1007
SeaCrest Wealth Management
New York
$4.51M -$1.42M -8,463 -24%
EH
1008
Equitable Holdings
New York
$4.5M +$354K +2,116 +9%
CAG
1009
Crestwood Advisors Group
Massachusetts
$4.5M -$275K -1,641 -6%
WC
1010
Westhampton Capital
North Carolina
$4.48M -$4.69K -28 -0.1%
EF
1011
Empirical Finance
Pennsylvania
$4.47M +$495K +2,955 +12%
LWM
1012
Lyell Wealth Management
California
$4.47M -$140K -836 -3%
NPT
1013
Nixon Peabody Trust
Massachusetts
$4.47M -$549K -3,281 -11%
GWI
1014
Grace & White Inc
New York
$4.46M -$447K -2,668 -9%
PWM
1015
Peterson Wealth Management
Nevada
$4.46M +$154K +919 +4%
CWG
1016
Cornerstone Wealth Group
North Carolina
$4.45M +$488K +2,914 +12%
S
1017
Surevest
California
$4.45M -$1.31M -7,800 -23%
MIP
1018
Marietta Investment Partners
Wisconsin
$4.45M – – –
CFMC
1019
Curbstone Financial Management Corp
New Hampshire
$4.43M -$16.7K -100 -0.4%
CS
1020
Cannell & Spears
New York
$4.42M – – –
HSA
1021
HBK Sorce Advisory
Pennsylvania
$4.41M -$525K -3,133 -11%
JSMC
1022
Jess S. Morgan & Co
California
$4.41M -$367K -2,190 -8%
IWC
1023
Integrated Wealth Concepts
Massachusetts
$4.41M +$364K +2,176 +9%
GC
1024
Guardian Capital
Ontario, Canada
$4.41M +$452K +2,700 +11%
NSAM
1025
North Star Asset Management
Wisconsin
$4.4M -$61.8K -369 -1%
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