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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 %
Verition Fund Management
1026
Verition Fund Management
Connecticut
$4.4M +$1.31M +7,850 +43%
PAM
1027
Peninsula Asset Management
Florida
$4.4M -$1.67K -10 -0%
HIM
1028
Hotaling Investment Management
Pennsylvania
$4.4M +$975K +5,825 +29%
VAS
1029
Vestmark Advisory Solutions
Massachusetts
$4.39M +$309K +1,844 +8%
HPIA
1030
Hamilton Point Investment Advisors
North Carolina
$4.38M +$74.7K +446 +2%
BKA
1031
Brick & Kyle Associates
Pennsylvania
$4.37M -$4.44M -26,509 -50%
TPWA
1032
TRUE Private Wealth Advisors
Oregon
$4.37M -$109K -627 -2%
AAM
1033
Azzad Asset Management
Virginia
$4.37M +$187K +1,120 +4%
DBT
1034
Dubuque Bank & Trust
Iowa
$4.36M -$113K -673 -3%
ET
1035
Equitable Trust
Tennessee
$4.34M -$1.08M -6,477 -20%
GD
1036
Grandfield & Dodd
New York
$4.33M -$316K -1,893 -7%
GIA
1037
Gladstone Institutional Advisory
Florida
$4.32M +$2.56M +15,281 +145%
BAM
1038
Blueshift Asset Management
New Jersey
$4.32M -$3.29M -19,626 -43%
EL
1039
Essex LLC
Illinois
$4.32M +$338K +2,021 +9%
SRC
1040
Shufro Rose & Co
New York
$4.31M +$20.3K +121 +0.5%
DW
1041
Domani Wealth
Pennsylvania
$4.31M -$4.19K -25 -0.1%
SNB
1042
Security National Bank
Nebraska
$4.3M -$40.5K -242 -0.9%
SLI
1043
Sumitomo Life Insurance
Japan
$4.3M -$63.8K -381 -1%
PI
1044
Pettee Investors
Connecticut
$4.3M -$10.5K -63 -0.2%
ERWM
1045
Elk River Wealth Management
Colorado
$4.28M +$279K +1,669 +7%
PP
1046
Pegasus Partners
Wisconsin
$4.27M +$30.1K +180 +0.7%
Edgewood Management
1047
Edgewood Management
Connecticut
$4.27M -$92.1K -550 -2%
HZ
1048
Hixon Zuercher
Ohio
$4.25M +$31K +185 +0.7%
FTA
1049
Financial & Tax Architects
Missouri
$4.24M +$195K +1,165 +5%
CCG
1050
Chatham Capital Group
Georgia
$4.23M -$238K -1,420 -5%
40 41
42
43 44