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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 %
SIAG
1401
Signet Investment Advisory Group
Rhode Island
$2.32M -$14.8K -89 -0.6%
EWM
1402
Evermay Wealth Management
Virginia
$2.32M +$156K +934 +7%
HFBOT
1403
Home Federal Bank of Tennessee
Tennessee
$2.31M +$23.3K +140 +1%
WOC
1404
West Oak Capital
California
$2.31M -$52.8K -317 -2%
AIM
1405
Aspen Investment Management
Michigan
$2.31M +$500 +3 +0%
JIC
1406
Joel Isaacson & Co
New York
$2.31M +$1.33K +8 +0.1%
BTI
1407
Blue Trust Inc
Georgia
$2.3M +$2.3M +13,756 New
RIL
1408
Rothschild Investment LLC
Illinois
$2.3M -$16.7K -100 -0.7%
RCAG
1409
Rehmann Capital Advisory Group
Michigan
$2.3M -$87K -522 -4%
SC
1410
Saybrook Capital
North Carolina
$2.3M – – –
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.3M +$1K +6 +0%
PFBT
1412
Parkside Financial Bank & Trust
Missouri
$2.29M +$134K +803 +6%
CCG
1413
Ceeto Capital Group
Florida
$2.29M – – –
EP
1414
Edgestream Partners
New Jersey
$2.29M -$1.31M -7,873 -36%
AFA
1415
AllGen Financial Advisors
Florida
$2.28M -$809K -4,857 -26%
WBCM
1416
Wilson & Boucher Capital Management
California
$2.28M -$1.67K -10 -0.1%
FWM
1417
Finer Wealth Management
Massachusetts
$2.28M -$12K -72 -0.5%
MFC
1418
Mechanics Financial Corp
Ohio
$2.28M +$10K +60 +0.4%
KIC
1419
Keating Investment Counselors
Florida
$2.27M -$667K -4,001 -23%
4WM
1420
44 Wealth Management
Oregon
$2.27M +$169K +1,015 +8%
PT
1421
Plimoth Trust
Massachusetts
$2.27M -$287K -1,724 -11%
MFG
1422
MidWestOne Financial Group
Iowa
$2.27M +$11.2K +67 +0.5%
LWM
1423
Ledge Wealth Management
Minnesota
$2.26M +$329K +1,975 +17%
WA
1424
Wambolt & Associates
Colorado
$2.26M +$86.3K +518 +4%
AF
1425
Advisornet Financial
Minnesota
$2.25M -$222K -1,334 -9%
55 56
57
58 59