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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 %
MGP
1126
Metis Global Partners
California
$3.83M +$22.7K +136 +0.6%
CG
1127
Caprock Group
Idaho
$3.82M +$583K +3,497 +18%
ACM
1128
Alpha Capital Management
Texas
$3.82M +$197K +1,181 +5%
CBA
1129
Coastal Bridge Advisors
Connecticut
$3.81M +$27.3K +164 +0.7%
AF
1130
Allworth Financial
California
$3.81M +$164K +986 +5%
MHS
1131
M Holdings Securities
Oregon
$3.79M -$208K -1,248 -5%
AWM
1132
Axxcess Wealth Management
California
$3.79M +$19.8K +119 +0.5%
GWM
1133
GSB Wealth Management
Connecticut
$3.78M -$105K -629 -3%
SWA
1134
Stratos Wealth Advisors
Ohio
$3.76M +$29.7K +178 +0.8%
PWS
1135
Peloton Wealth Strategists
Indiana
$3.75M -$41.7K -250 -1%
MC
1136
Mathes Company
New York
$3.75M -$37.5K -225 -1%
ATC
1137
Adirondack Trust Company
New York
$3.74M +$19.7K +118 +0.5%
CWP
1138
CFM Wealth Partners
Texas
$3.74M +$9.67K +58 +0.3%
JWCA
1139
J.W. Coons Advisors
Ohio
$3.73M -$3.33K -20 -0.1%
BTWM
1140
Baker Tilly Wealth Management
Wisconsin
$3.73M +$169K +1,014 +5%
NME
1141
Notis-McConarty Edward
$3.73M – – –
Walleye Trading
1142
Walleye Trading
New York
$3.72M -$75.8K -455 -2%
TYCC
1143
Texas Yale Capital Corp
Florida
$3.72M – – –
WWM
1144
Western Wealth Management
Colorado
$3.72M -$185K -1,111 -5%
BFM
1145
Boston Financial Management
Massachusetts
$3.71M +$184K +1,103 +5%
FMTCOCP
1146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.7M -$95.3K -572 -3%
DCM
1147
Delta Capital Management
New Jersey
$3.7M +$11.7K +70 +0.3%
BA
1148
BCM Advisors
Louisiana
$3.7M – – –
BFA
1149
Bill Few Associates
Pennsylvania
$3.69M -$19K -114 -0.5%
LCM
1150
LVM Capital Management
Michigan
$3.68M +$1.09M +6,526 +42%
44 45
46
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