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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 %
APIM
1376
Agate Pass Investment Management
Washington
$2.47M +$10.8K +65 +0.4%
DPIM
1377
Duff & Phelps Investment Management
Illinois
$2.45M – – –
SAM
1378
Selway Asset Management
$2.43M – – –
DBIA
1379
Dumont & Blake Investment Advisors
New Jersey
$2.43M +$10.7K +64 +0.4%
FPS
1380
Fieldpoint Private Securities
Connecticut
$2.43M -$151K -907 -6%
GAM
1381
Grandview Asset Management
Pennsylvania
$2.43M -$155K -932 -6%
LCM
1382
Leisure Capital Management
California
$2.42M +$39.7K +238 +2%
HI
1383
Hoey Investments
Pennsylvania
$2.41M -$494K -2,963 -17%
KA
1384
Kovack Advisors
Florida
$2.41M -$119K -714 -5%
LA
1385
Legacy Advisors
Pennsylvania
$2.41M +$356K +2,136 +17%
LA
1386
Lindenwold Advisors
Pennsylvania
$2.4M +$18.2K +109 +0.8%
CB
1387
CNB Bank
Pennsylvania
$2.4M +$21.2K +127 +0.9%
EWM
1388
Elmwood Wealth Management
California
$2.4M -$83.3K -500 -3%
LCM
1389
Liberty Capital Management
Michigan
$2.38M -$53.3K -320 -2%
THWM
1390
Taylor Hoffman Wealth Management
Virginia
$2.38M -$23.9K -141 -1%
ZIC
1391
ZWJ Investment Counsel
Georgia
$2.38M +$48.7K +292 +2%
OPW
1392
Oxler Private Wealth
New York
$2.38M +$16.2K +97 +0.7%
Capstone Investment Advisors
1393
Capstone Investment Advisors
New York
$2.37M +$669K +4,013 +39%
AIA
1394
AIMZ Investment Advisors
California
$2.36M -$53.7K -322 -2%
EWM
1395
EPG Wealth Management
Georgia
$2.36M +$12K +72 +0.5%
IWM
1396
IHT Wealth Management
Illinois
$2.35M +$12.2K +73 +0.5%
JWM
1397
Jupiter Wealth Management
Colorado
$2.33M – – –
FMAEN1
1398
Fund Management at Engine No 1
California
$2.33M +$375K +2,249 +19%
SS
1399
Simplicity Solutions
Minnesota
$2.32M +$275K +1,649 +13%
WCM
1400
Wisconsin Capital Management
Wisconsin
$2.32M -$292K -1,750 -11%
54 55
56
57 58