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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 %
JSMC
1051
Jess S. Morgan & Co
California
$4.31M -$85.5K -513 -2%
SRC
1052
Shufro Rose & Co
New York
$4.31M +$13.2K +79 +0.3%
EL
1053
Essex LLC
Illinois
$4.3M +$5.17K +31 +0.1%
ACM
1054
Aquatic Capital Management
Illinois
$4.3M +$4.3M +25,800 New
DW
1055
Domani Wealth
Pennsylvania
$4.29M – – –
RWM
1056
RBA Wealth Management
California
$4.28M +$119K +717 +3%
TPWA
1057
TRUE Private Wealth Advisors
Oregon
$4.28M +$90.8K +545 +2%
PAM
1058
Peninsula Asset Management
Florida
$4.26M -$118K -710 -3%
HZ
1059
Hixon Zuercher
Ohio
$4.26M +$28K +168 +0.7%
GD
1060
Grandfield & Dodd
New York
$4.25M -$68.4K -410 -2%
PI
1061
Pettee Investors
Connecticut
$4.25M -$29K -174 -0.7%
Edgewood Management
1062
Edgewood Management
Connecticut
$4.25M – – –
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.24M +$28.3K +170 +0.7%
AAP
1064
Aristotle Atlantic Partners
Florida
$4.23M -$1.77M -10,592 -29%
BSB
1065
Bangor Savings Bank
Maine
$4.22M +$49.7K +298 +1%
PCA
1066
Providence Capital Advisors
North Carolina
$4.22M +$200K +1,200 +5%
IFAM
1067
Institutional & Family Asset Management
Colorado
$4.21M +$155K +927 +4%
CMP
1068
Coston McIsaac & Partners
Maine
$4.21M +$4.21M +25,241 New
NSAM
1069
North Star Asset Management
Wisconsin
$4.2M -$184K -1,103 -4%
CCG
1070
Chatham Capital Group
Georgia
$4.2M -$8K -48 -0.2%
EP
1071
Eudaimonia Partners
Tennessee
$4.18M +$471K +2,827 +13%
DBT
1072
Dubuque Bank & Trust
Iowa
$4.18M -$159K -954 -4%
SNB
1073
Security National Bank
Nebraska
$4.16M -$123K -737 -3%
S
1074
SignatureFD
Georgia
$4.16M +$318K +1,909 +8%
LWM
1075
Lyell Wealth Management
California
$4.15M -$294K -1,763 -7%
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