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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 %
WA
1501
Wealth Alliance
New York
$1.94M -$389K -2,325 -17%
AssetMark Inc
1502
AssetMark Inc
California
$1.94M +$313K +1,868 +19%
WBC
1503
West Branch Capital
Massachusetts
$1.94M -$91.7K -548 -5%
IC
1504
Intersect Capital
California
$1.94M +$357K +2,134 +23%
WCA
1505
Westover Capital Advisors
Delaware
$1.94M -$135K -805 -7%
IWA
1506
Intercontinental Wealth Advisors
Texas
$1.93M -$64.3K -384 -3%
AP
1507
Americana Partners
Texas
$1.93M +$888K +14,375 +85%
AWP
1508
Ascent Wealth Partners
New York
$1.93M +$738K +4,410 +62%
JWA
1509
JFS Wealth Advisors
Pennsylvania
$1.92M -$14.9K -89 -0.8%
BIA
1510
Bigelow Investment Advisors
Maine
$1.92M +$73.8K +441 +4%
ANRIA
1511
American National Registered Investment Advisor
Texas
$1.92M -$56.1K -335 -3%
DI
1512
DAGCO Inc
Ohio
$1.92M -$29.7K -172 -2%
FFM
1513
Forum Financial Management
Illinois
$1.92M +$158K +944 +9%
MWA
1514
Meridian Wealth Advisors
Texas
$1.91M +$727K +4,342 +62%
SHA
1515
Seneca House Advisors
Virginia
$1.9M +$315K +1,882 +20%
TVWM
1516
Tower View Wealth Management
Wisconsin
$1.9M -$15.6K -93 -0.8%
BB
1517
Berkshire Bank
Massachusetts
$1.9M -$10.9K -65 -0.6%
RCM
1518
Radnor Capital Management
Pennsylvania
$1.89M +$179K +1,069 +10%
HLOC
1519
H.L. Ormond & Company
North Carolina
$1.89M +$1.34K +8 +0.1%
DF
1520
Donoghue Forlines
Massachusetts
$1.89M +$759K +4,533 +67%
AIIMS
1521
Analyst IMS Investment Management Services
Israel
$1.88M -$450K -2,690 -19%
ZB
1522
Zions Bancorporation
Utah
$1.88M -$1.14M -6,836 -38%
LC
1523
Lindbrook Capital
California
$1.88M +$1.17M +6,999 +166%
FCFS
1524
First Command Financial Services
Texas
$1.87M -$45.2K -270 -2%
FCB
1525
First Command Bank
Texas
$1.87M +$17.9K +107 +1%
59 60
61
62 63