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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 %
FB
1301
Fulton Bank
Pennsylvania
$2.85M -$83.2K -499 -3%
MCAI
1302
Members Capital Advisors Inc
Wisconsin
$2.85M – – –
CL
1303
CPWM LLC
Washington
$2.84M +$110K +661 +4%
HFS
1304
Howard Financial Services
Texas
$2.84M +$67.2K +403 +2%
FFA
1305
First Foundation Advisors
California
$2.83M +$38.8K +233 +1%
VCM
1306
Viewpoint Capital Management
Washington
$2.83M -$44.7K -268 -2%
OCM
1307
Orser Capital Management
Texas
$2.82M -$88K -528 -3%
QCG
1308
Quadrant Capital Group
Ohio
$2.82M +$123K +740 +5%
DFA
1309
Delta Financial Advisors
Louisiana
$2.82M +$4.17K +25 +0.1%
CAM
1310
Cozad Asset Management
Illinois
$2.82M +$124K +745 +5%
BDF
1311
Balasa Dinverno & Foltz
$2.81M +$236K +1,419 +9%
MLM
1312
Mount Lucas Management
Pennsylvania
$2.8M +$2.8M +16,825 New
CCA
1313
Checchi Capital Advisers
California
$2.79M +$356K +2,036 +15%
KFGK
1314
Keystone Financial Group (Kentucky)
Kentucky
$2.78M +$5K +30 +0.2%
ZF
1315
Zhang Financial
Michigan
$2.78M +$49.7K +298 +2%
JCM
1316
Jacobi Capital Management
Pennsylvania
$2.78M -$91.8K -551 -3%
BOPW
1317
Brandywine Oak Private Wealth
Pennsylvania
$2.77M -$21.5K -129 -0.8%
LDB
1318
Lee, Danner & Bass
Tennessee
$2.77M +$6.33K +38 +0.2%
TBNY
1319
Trustco Bank (New York)
New York
$2.77M -$92.8K -557 -3%
MIM
1320
Moseley Investment Management
Florida
$2.76M +$193K +1,159 +8%
BCM
1321
Brookmont Capital Management
Texas
$2.76M -$94.2K -565 -3%
AIM
1322
Athena Investment Management
California
$2.76M -$1K -6 -0%
UAS
1323
United Asset Strategies
New York
$2.74M -$2.13M -12,798 -44%
TA
1324
TFG Advisers
Michigan
$2.72M +$80.5K +483 +3%
IPW
1325
Inlet Private Wealth
Florida
$2.72M +$500 +3 +0%
51 52
53
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