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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 %
ECM
1151
Evergreen Capital Management
Washington
$3.63M +$108K +647 +3%
PNAA
1152
Pictet North America Advisors
Switzerland
$3.62M -$327K -1,953 -8%
AMIM
1153
Aull & Monroe Investment Management
Alabama
$3.62M -$43.7K -261 -1%
PP
1154
PDT Partners
New York
$3.62M +$1.21M +7,200 +50%
EP
1155
Edgestream Partners
New Jersey
$3.61M +$3.61M +21,592 New
MWM
1156
Meridian Wealth Management
Kentucky
$3.61M +$630K +3,766 +21%
SSW
1157
Smith Shellnut Wilson
Mississippi
$3.6M -$90.9K -543 -2%
SWM
1158
Shakespeare Wealth Management
Wisconsin
$3.6M +$2.2K +13 +0.1%
MIAN
1159
Mariner Independent Advisor Network
Kansas
$3.6M +$544K +3,240 +18%
LBC
1160
Lawrence B. Cohen
$3.59M -$388K -2,318 -10%
FBC
1161
Fairfield, Bush & Co
Connecticut
$3.59M +$7.2K +43 +0.2%
BA
1162
Bristlecone Advisors
Washington
$3.59M +$34.6K +207 +1%
UCMOK
1163
United Capital Management of KS
Kansas
$3.59M +$111K +666 +3%
BMA
1164
Brooks Moore & Associates
Tennessee
$3.59M -$147K -880 -4%
BTWM
1165
Baker Tilly Wealth Management
Wisconsin
$3.58M -$162K -967 -4%
ECM
1166
Estabrook Capital Management
New York
$3.57M -$4.85K -29 -0.1%
AIM
1167
Anchor Investment Management
South Carolina
$3.57M -$256K -1,528 -7%
BFM
1168
Boston Financial Management
Massachusetts
$3.54M +$544K +3,251 +18%
AL
1169
Aspiriant LLC
California
$3.54M -$21.9K -131 -0.6%
GWM
1170
Graybill Wealth Management
Illinois
$3.53M +$32.8K +196 +0.9%
BIAS
1171
Beacon Investment Advisory Services
New Jersey
$3.52M -$113K -675 -3%
WG
1172
Watchman Group
Texas
$3.51M +$52.4K +313 +2%
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$3.51M +$523K +3,122 +18%
TSWM
1174
Triangle Securities Wealth Management
North Carolina
$3.5M -$150K -895 -4%
SIC
1175
Shoker Investment Counsel
Ohio
$3.5M +$10.7K +64 +0.3%
45 46
47
48 49