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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 %
CC
1451
Cypress Capital
Tennessee
$2.09M -$176K -1,053 -8%
PTP
1452
Platform Technology Partners
New York
$2.07M +$40.7K +243 +2%
TA
1453
Tiedemann Advisors
New York
$2.07M +$56.6K +338 +3%
NB
1454
Northwest Bancshares
Pennsylvania
$2.07M -$5.11M -30,513 -71%
GWM
1455
Guardian Wealth Management
Illinois
$2.07M +$39.2K +234 +2%
CIC
1456
Crawford Investment Counsel
Georgia
$2.07M +$261K +1,558 +14%
OWA
1457
Octavia Wealth Advisors
Ohio
$2.07M +$9.37K +56 +0.5%
GIM
1458
Greylin Investment Management
Virginia
$2.06M -$54.4K -325 -3%
MMPW
1459
Mitchell McLeod Pugh & Williams
Alabama
$2.06M +$6.53K +39 +0.3%
SWM
1460
Stockman Wealth Management
Montana
$2.06M -$182K -1,087 -8%
HA
1461
Hamel Associates
New Jersey
$2.06M -$48.4K -289 -2%
LA
1462
Legacy Advisors
Pennsylvania
$2.06M +$1.76M +10,497 +582%
SS
1463
Simplicity Solutions
Minnesota
$2.06M -$1.34M -7,977 -39%
FAM
1464
Formidable Asset Management
Ohio
$2.06M -$33K -197 -2%
ACP
1465
Ashfield Capital Partners
California
$2.05M -$3.35K -20 -0.2%
PWA
1466
Providence Wealth Advisors
Illinois
$2.05M +$16.6K +98 +0.8%
WP
1467
WealthSource Partners
California
$2.05M +$3.18K +19 +0.2%
BA
1468
Bennicas & Associates
California
$2.05M -$43.9K -262 -2%
TFS
1469
TrustCore Financial Services
Tennessee
$2.05M +$861K +5,142 +73%
CNFG
1470
Creegan & Nassoura Financial Group
New Hampshire
$2.04M +$502 +3 +0%
JIP
1471
Jaffetilchin Investment Partners
Florida
$2.04M +$31.2K +183 +2%
RWM
1472
RKL Wealth Management
Pennsylvania
$2.04M +$130K +776 +7%
OC
1473
Oarsman Capital
Wisconsin
$2.04M +$147K +881 +8%
FCMT
1474
Founders Capital Management (Texas)
Texas
$2.04M – – –
CHJWM
1475
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M +$2.42K +14 +0.1%
57 58
59
60 61