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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 %
TFS
1351
Thoroughbred Financial Services
Tennessee
$2.54M +$1.45M +8,677 +133%
KA
1352
Kovack Advisors
Florida
$2.54M +$21.9K +131 +0.9%
VIA
1353
Vickerman Investment Advisors
Washington
$2.54M +$207K +1,213 +9%
LC
1354
LCNB Corp
Ohio
$2.54M +$117K +700 +5%
AIM
1355
Acropolis Investment Management
Missouri
$2.54M +$187K +1,116 +8%
LCH
1356
Lee Capital Holdings
New York
$2.51M – – –
WAAG
1357
Wealth Alliance Advisory Group
Kansas
$2.51M -$136K -814 -5%
CAG
1358
Csenge Advisory Group
Florida
$2.51M +$118K +707 +5%
NA
1359
Navellier & Associates
Nevada
$2.49M -$16.7K -100 -0.7%
EWM
1360
Elmwood Wealth Management
California
$2.49M -$32.6K -195 -1%
RDWM
1361
Red Door Wealth Management
Tennessee
$2.49M +$364K +2,178 +17%
AF
1362
Advisornet Financial
Minnesota
$2.49M +$170K +1,015 +7%
KCPG
1363
Kavar Capital Partners Group
Kansas
$2.48M +$102K +609 +4%
RA
1364
RFG Advisory
Alabama
$2.47M -$59.1K -353 -2%
APIM
1365
Agate Pass Investment Management
Washington
$2.47M +$115K +687 +5%
DPIM
1366
Duff & Phelps Investment Management
Illinois
$2.46M +$3.35K +20 +0.1%
CGL
1367
Clarius Group LLC
Washington
$2.45M – – –
LCM
1368
Liberty Capital Management
Michigan
$2.45M -$7.53K -45 -0.3%
SAM
1369
Selway Asset Management
$2.45M +$134K +800 +6%
MCM
1370
Mitchell Capital Management
Kansas
$2.44M +$88.2K +527 +4%
DBIA
1371
Dumont & Blake Investment Advisors
New Jersey
$2.43M +$5.86K +35 +0.2%
AIA
1372
AIMZ Investment Advisors
California
$2.43M -$30.6K -183 -1%
MBT
1373
Montecito Bank & Trust
California
$2.41M -$11K -66 -0.5%
B
1374
Barings
North Carolina
$2.41M +$49.7K +297 +2%
RCAG
1375
Rehmann Capital Advisory Group
Michigan
$2.4M +$15.1K +90 +0.6%
53 54
55
56 57