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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 %
LDB
1301
Lee, Danner & Bass
Tennessee
$2.78M -$310K -1,855 -10%
RIA
1302
Regal Investment Advisors
Michigan
$2.77M +$78.2K +467 +3%
AIM
1303
Athena Investment Management
California
$2.77M +$2.77M +16,549 New
EHWM
1304
Eads & Heald Wealth Management
Georgia
$2.77M -$29K -173 -1%
TGAM
1305
TBH Global Asset Management
Tennessee
$2.77M -$22.8K -136 -0.8%
LMKC
1306
L.M. Kohn & Company
Ohio
$2.77M +$2.77M +16,525 New
SAM
1307
Synergy Asset Management
Washington
$2.77M +$22.8K +136 +0.8%
AAS
1308
Ameritas Advisory Services
Nebraska
$2.76M +$66.4K +397 +2%
SMFG
1309
Sumitomo Mitsui Financial Group
Japan
$2.75M -$575K -3,432 -17%
CL
1310
CPWM LLC
Washington
$2.74M +$570K +3,405 +26%
ZF
1311
Zhang Financial
Michigan
$2.74M +$139K +830 +5%
WG
1312
Winton Group
United Kingdom
$2.74M +$1.37M +8,180 +100%
OPS
1313
Orion Portfolio Solutions
Nebraska
$2.74M -$25.9K -155 -0.9%
IPW
1314
Inlet Private Wealth
Florida
$2.73M +$1.17K +7 +0%
NAMP
1315
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.73M +$4.18K +25 +0.2%
CA
1316
Claro Advisors
Massachusetts
$2.72M – – –
VA
1317
Valmark Advisers
Ohio
$2.72M +$26.8K +160 +1%
QCG
1318
Quadrant Capital Group
Ohio
$2.71M +$84.5K +505 +3%
CAM
1319
Cozad Asset Management
Illinois
$2.71M +$268K +1,603 +11%
CPO
1320
Cerity Partners OCIO
New York
$2.67M +$1.02M +6,098 +62%
TA
1321
TFG Advisers
Michigan
$2.66M -$14.1K -84 -0.5%
EFM
1322
E Fund Management
China
$2.65M -$32.3K -193 -1%
FBT
1323
First Bankers Trust
Kentucky
$2.65M -$209K -1,250 -7%
AWM
1324
Avior Wealth Management
Nebraska
$2.63M +$84.8K +507 +3%
BWM
1325
BerganKDV Wealth Management
Minnesota
$2.63M -$10.5K -63 -0.4%
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