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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 %
XF
1551
XML Financial
Maryland
$1.79M +$33.8K +202 +2%
SB
1552
Strategic Blueprint
Georgia
$1.79M +$151K +904 +9%
FMB
1553
Field & Main Bank
Kentucky
$1.78M -$11.7K -70 -0.7%
QCM
1554
Quantinno Capital Management
New York
$1.78M +$347K +2,070 +24%
BL
1555
BFSG LLC
California
$1.78M -$10.9K -65 -0.6%
AWA
1556
Arete Wealth Advisors
Illinois
$1.78M +$43.9K +262 +3%
MCM
1557
Manchester Capital Management
Vermont
$1.78M -$145K -864 -8%
ITIM
1558
Indiana Trust & Investment Management
Indiana
$1.78M -$85.4K -510 -5%
AIC
1559
Archer Investment Corporation
Indiana
$1.77M – – –
EDRH
1560
Edmond de Rothschild Holding
Switzerland
$1.77M -$37.5K -224 -2%
GAM
1561
Gould Asset Management
California
$1.77M -$51K -305 -3%
DAM
1562
Delta Asset Management
Tennessee
$1.76M -$7.37K -44 -0.4%
NPP
1563
New Potomac Partners
Maryland
$1.76M +$5.36K +32 +0.3%
PFG
1564
Peterson Financial Group
Iowa
$1.74M +$88.5K +529 +5%
CFFP
1565
Center for Financial Planning
Michigan
$1.74M – – –
SFS
1566
Sowell Financial Services
Arkansas
$1.74M -$1.31M -7,797 -43%
HTHT
1567
Hemenway Trust Hemenway Trust
New Hampshire
$1.73M -$41.2K -246 -2%
WIA
1568
Westbourne Investment Advisors
Maryland
$1.73M – – –
KPW
1569
Kore Private Wealth
New York
$1.73M +$28.3K +169 +2%
CWM
1570
Calamos Wealth Management
Illinois
$1.73M +$64.8K +387 +4%
Capstone Investment Advisors
1571
Capstone Investment Advisors
New York
$1.71M +$1.3M +7,787 +319%
MPIA
1572
Mountain Pacific Investment Advisers
Idaho
$1.71M -$10.5K -63 -0.6%
WCM
1573
WealthBridge Capital Management
Ohio
$1.71M +$902K +5,390 +112%
NL
1574
NWAM LLC
Washington
$1.7M -$11.2K -67 -0.7%
PFGIA
1575
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M -$119K -711 -7%
61 62
63
64 65