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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 %
AOWM
1201
Alpha Omega Wealth Management
Virginia
$3.34M -$67.8K -407 -2%
LC
1202
Lincoln Capital
Nebraska
$3.34M +$62.3K +374 +2%
PGAM
1203
Princeton Global Asset Management
New Jersey
$3.33M +$26.7K +160 +0.8%
BSA
1204
Bull Street Advisors
Georgia
$3.32M +$3.33K +20 +0.1%
RIM
1205
Reynolds Investment Management
South Carolina
$3.32M -$154K -922 -4%
JFGIW
1206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.31M -$310K -1,863 -9%
CSA
1207
Cottage Street Advisors
Massachusetts
$3.31M +$24K +144 +0.7%
BWP
1208
BSW Wealth Partners
Colorado
$3.3M +$102K +613 +3%
ESB
1209
Essex Savings Bank
Connecticut
$3.3M +$833 +5 +0%
JC
1210
JB Capital
Connecticut
$3.29M -$88.7K -532 -3%
GWSG
1211
GPS Wealth Strategies Group
Colorado
$3.29M +$477K +2,864 +17%
BC
1212
Brookfield Corp
Ontario, Canada
$3.29M +$3.29M +19,750 New
BIAS
1213
Beacon Investment Advisory Services
New Jersey
$3.29M -$218K -1,308 -6%
TAIM
1214
Te Ahumairangi Investment Management
New Zealand
$3.28M -$818K -4,905 -20%
SFS
1215
Sowell Financial Services
Arkansas
$3.28M +$1.56M +9,374 +91%
HT
1216
Heritage Trust
Oklahoma
$3.28M -$705K -4,233 -18%
GRP
1217
Global Retirement Partners
California
$3.27M +$137K +821 +4%
FNB
1218
Farmers National Bank
Kentucky
$3.27M -$52.8K -317 -2%
IGGA
1219
Iron Gate Global Advisors
Utah
$3.26M +$155K +934 +5%
ATFA
1220
All Terrain Financial Advisors
Minnesota
$3.25M -$55.2K -331 -2%
KA
1221
Keene & Associates
Texas
$3.25M -$111K -667 -3%
SAM
1222
Smithbridge Asset Management
Pennsylvania
$3.24M +$109K +656 +3%
CAAS
1223
Capital Asset Advisory Services
Michigan
$3.24M +$429K +2,573 +15%
MWM
1224
Minot Wealth Management
Massachusetts
$3.23M -$153K -920 -5%
IAG
1225
Investmark Advisory Group
Connecticut
$3.23M +$73K +438 +2%
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