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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 %
FWM
1401
Finer Wealth Management
Massachusetts
$2.3M -$502 -3 -0%
LS
1402
Leelyn Smith
Illinois
$2.3M +$76.3K +456 +3%
CCG
1403
Ceeto Capital Group
Florida
$2.3M – – –
SIM
1404
Studio Investment Management
Illinois
$2.3M -$97.2K -581 -4%
BFG
1405
Beacon Financial Group
Texas
$2.29M -$10.8K -64 -0.5%
HFBOT
1406
Home Federal Bank of Tennessee
Tennessee
$2.29M -$8.37K -50 -0.4%
WBCM
1407
Wilson & Boucher Capital Management
California
$2.29M +$58.8K +351 +3%
FPCG
1408
Fort Pitt Capital Group
Pennsylvania
$2.29M +$368K +2,200 +19%
MFC
1409
Mechanics Financial Corp
Ohio
$2.28M – – –
IBOK
1410
Independence Bank of Kentucky
Kentucky
$2.28M +$47.5K +284 +2%
RWM
1411
Ritholtz Wealth Management
New York
$2.28M +$147K +876 +7%
CLOS
1412
Compagnie Lombard Odier SCmA
Switzerland
$2.28M +$1.09M +6,500 +92%
SFG
1413
Summit Financial Group
West Virginia
$2.27M -$5.02K -30 -0.2%
BHBT
1414
Burke & Herbert Bank & Trust
Virginia
$2.27M -$16.7K -100 -0.7%
RIM
1415
Regent Investment Management
Kentucky
$2.27M -$15.1K -90 -0.7%
HAS
1416
HBW Advisory Services
California
$2.27M -$2.73M -16,299 -55%
MFG
1417
MidWestOne Financial Group
Iowa
$2.26M +$79.8K +477 +4%
DPI
1418
Diversified Portfolios Inc
Michigan
$2.26M -$134K -800 -6%
CC
1419
Capital Counsel
New York
$2.26M -$11.9K -71 -0.5%
FAIM
1420
Financial Advocates Investment Management
Washington
$2.26M +$25.4K +152 +1%
HCM
1421
Highlander Capital Management
New Jersey
$2.26M -$25.1K -150 -1%
ADBIC
1422
A.D. Beadell Investment Counsel
Wisconsin
$2.25M -$16.7K -100 -0.7%
SCA
1423
Stonebridge Capital Advisors
Minnesota
$2.25M -$78.5K -469 -3%
TWA
1424
TCI Wealth Advisors
Arizona
$2.23M +$4.35K +26 +0.2%
SBIA
1425
Sheaff Brock Investment Advisors
Indiana
$2.23M +$40.7K +243 +2%
55 56
57
58 59