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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 %
SIG
1476
Stonegate Investment Group
Alabama
$2.07M +$1.14M +6,816 +121%
CIAS
1477
CFS Investment Advisory Services
New Jersey
$2.06M -$346M -2,077,208 -99%
FAM
1478
Formidable Asset Management
Ohio
$2.06M +$11.8K +71 +0.6%
AIM
1479
Arcadia Investment Management
Michigan
$2.06M +$482K +2,889 +31%
VIA
1480
Vident Investment Advisory
Georgia
$2.06M -$2.05M -12,304 -50%
LF
1481
Lantz Financial
Illinois
$2.05M +$35.2K +211 +2%
CA
1482
Cornerstone Advisors
North Carolina
$2.05M +$2.05M +12,300 New
NP
1483
NorthRock Partners
Minnesota
$2.05M -$1.2M -7,198 -37%
B
1484
Barings
North Carolina
$2.05M -$348K -2,091 -15%
TFS
1485
TrustCore Financial Services
Tennessee
$2.05M +$9K +54 +0.4%
RCM
1486
Radnor Capital Management
Pennsylvania
$2.04M +$158K +950 +8%
MMPW
1487
Mitchell McLeod Pugh & Williams
Alabama
$2.04M -$13K -78 -0.6%
ACP
1488
Ashfield Capital Partners
California
$2.04M – – –
BA
1489
Bennicas & Associates
California
$2.04M – – –
CNFG
1490
Creegan & Nassoura Financial Group
New Hampshire
$2.04M +$500 +3 +0%
MIC
1491
Means Investment Company
Maine
$2.03M +$6.17K +37 +0.3%
WAP
1492
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$52.7K +316 +3%
JWA
1493
JFS Wealth Advisors
Pennsylvania
$2.03M +$113K +676 +6%
BWM
1494
BerganKDV Wealth Management
Minnesota
$2.02M -$596K -3,574 -23%
LC
1495
Lindbrook Capital
California
$2.02M +$150K +897 +8%
IA
1496
IFG Advisory
Georgia
$2.02M +$3K +18 +0.1%
JIP
1497
Jaffetilchin Investment Partners
Florida
$2.02M +$19.8K +119 +1%
HA
1498
Hamel Associates
New Jersey
$2.02M -$36.7K -220 -2%
CHJWM
1499
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.02M – – –
WP
1500
WealthSource Partners
California
$2.01M -$26.3K -158 -1%
58 59
60
61 62