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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 %
BFA
1251
Benedict Financial Advisors
Georgia
$3.07M +$34.6K +207 +1%
WAM
1252
Weiss Asset Management
Massachusetts
$3.06M +$3.06M +18,261 New
CWM
1253
Cordatus Wealth Management
Pennsylvania
$3.03M -$5.52K -33 -0.2%
FBFS
1254
First Business Financial Services
Wisconsin
$3.02M +$46K +275 +2%
YWP
1255
YorkBridge Wealth Partners
New York
$3.02M -$5.69K -34 -0.2%
VNA
1256
Valley National Advisers
Pennsylvania
$3.01M -$38.3K -229 -1%
WA1
1257
Wimmer Associates 1
California
$3M -$10.9K -65 -0.4%
MSA
1258
Marino Stram & Associates
Massachusetts
$3M +$26.6K +159 +0.9%
WKWM
1259
Walter & Keenan Wealth Management
Indiana
$3M -$176K -1,050 -6%
AWA
1260
Aaron Wealth Advisors
Illinois
$3M +$2.98M +498,478 +17,645%
XWM
1261
Xcel Wealth Management
Florida
$2.97M -$625K -3,733 -17%
HIM
1262
Harbour Investment Management
Washington
$2.96M -$59.4K -355 -2%
KIC
1263
Keating Investment Counselors
Florida
$2.95M -$923K -5,515 -24%
RCA
1264
Resonant Capital Advisors
Wisconsin
$2.95M +$82K +483 +3%
FB
1265
Fulton Bank
Pennsylvania
$2.95M -$2.05M -12,226 -41%
SIMM
1266
Stillwater Investment Management (Minnesota)
Minnesota
$2.95M -$30.3K -181 -1%
HHAA
1267
Henry H. Armstrong Associates
Pennsylvania
$2.94M – – –
MFG
1268
Merit Financial Group
Georgia
$2.94M -$277K -1,653 -9%
VWMG
1269
Virginia Wealth Management Group
Virginia
$2.93M +$161K +941 +6%
OCM
1270
Orser Capital Management
Texas
$2.92M -$153K -912 -5%
HI
1271
Hoey Investments
Pennsylvania
$2.92M -$422K -2,522 -13%
KC
1272
Kinloch Capital
Virginia
$2.92M +$116K +695 +4%
DA
1273
DCM Advisors
New York
$2.9M +$326K +1,947 +13%
SCM
1274
Southport Capital Management
Tennessee
$2.9M -$764K -4,563 -21%
TNB
1275
Thomasville National Bank
Georgia
$2.9M -$785K -4,690 -21%
49 50
51
52 53