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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 %
OPPTF
1451
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.17M +$581K +3,497 +37%
PWA
1452
Providence Wealth Advisors
Illinois
$2.16M +$111K +655 +5%
SNBOSD
1453
Security National Bank of So Dak
Iowa
$2.16M -$160K -961 -7%
BOTW
1454
Bank of the West
California
$2.16M -$4.17K -25 -0.2%
PCM
1455
Pinnbrook Capital Management
New York
$2.14M +$2.14M +12,861 New
ADBIC
1456
A.D. Beadell Investment Counsel
Wisconsin
$2.14M -$98.3K -590 -4%
CIA
1457
Covington Investment Advisors
Pennsylvania
$2.14M -$6.5K -39 -0.3%
AWP
1458
Ascent Wealth Partners
New York
$2.13M +$244K +1,486 +13%
RWM
1459
RKL Wealth Management
Pennsylvania
$2.13M +$100K +600 +5%
BPM
1460
Bowling Portfolio Management
Ohio
$2.13M +$1.37M +8,241 +182%
BFC
1461
Bedel Financial Consulting
Indiana
$2.13M +$44.7K +268 +2%
AP
1462
Atwood & Palmer
Missouri
$2.12M -$12.5K -75 -0.6%
SSI
1463
Scott & Selber Inc
Texas
$2.11M -$17.3K -104 -0.8%
FFN
1464
Focus Financial Network
Minnesota
$2.11M -$20.2K -121 -0.9%
DAC
1465
Dividend Assets Capital
South Carolina
$2.11M -$97.5K -585 -4%
CC
1466
Cypress Capital
Tennessee
$2.11M +$34K +204 +2%
BAM
1467
Blueshift Asset Management
New Jersey
$2.11M -$2.2M -13,173 -51%
IIL
1468
Insight Inv LLC
California
$2.11M -$199K -1,191 -9%
MBT
1469
Montecito Bank & Trust
California
$2.1M -$295K -1,771 -12%
OWA
1470
Octavia Wealth Advisors
Ohio
$2.1M +$44.4K +267 +2%
SBIA
1471
Sheaff Brock Investment Advisors
Indiana
$2.1M -$120K -720 -5%
LFAS
1472
Level Four Advisory Services
Texas
$2.08M -$44.2K -265 -2%
FHA
1473
Flagship Harbor Advisors
Massachusetts
$2.08M -$4.33K -26 -0.2%
ACM
1474
Allred Capital Management
Texas
$2.08M -$89.7K -538 -4%
AWA
1475
Arete Wealth Advisors
Illinois
$2.08M +$306K +1,835 +17%
57 58
59
60 61