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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 %
SIA
1551
SkyView Investment Advisors
New Jersey
$1.84M +$199K +1,194 +12%
DI
1552
DAGCO Inc
Ohio
$1.84M -$10K -60 -0.5%
AAIM
1553
Asset Advisors Investment Management
Georgia
$1.84M -$118K -710 -6%
PFG
1554
Peterson Financial Group
Iowa
$1.84M +$99.2K +595 +6%
SNBOSCI
1555
Security National Bank of Sioux City Iowa
Iowa
$1.83M -$1.67K -10 -0.1%
CYG
1556
Clean Yield Group
Vermont
$1.83M +$33.3K +200 +2%
IC
1557
Intersect Capital
California
$1.83M -$99.6K -598 -5%
GWCM
1558
Godshalk Welsh Capital Management
Pennsylvania
$1.82M -$4.17K -25 -0.2%
MCM
1559
Monarch Capital Management
Indiana
$1.82M -$7K -42 -0.4%
RCIM
1560
Red Cedar Investment Management
Michigan
$1.82M +$712K +4,274 +64%
PIM
1561
Perpetual Investment Management
Australia
$1.81M +$217K +1,300 +14%
SWM
1562
Stockman Wealth Management
Montana
$1.81M -$245K -1,472 -12%
WI
1563
Wintrust Investments
Illinois
$1.8M -$56.5K -339 -3%
ACS
1564
Archford Capital Strategies
Illinois
$1.79M +$217K +1,305 +14%
EWM
1565
Empirical Wealth Management
Washington
$1.79M +$543K +3,257 +43%
HLOC
1566
H.L. Ormond & Company
North Carolina
$1.78M -$99.2K -595 -5%
VIM
1567
Vista Investment Management
Pennsylvania
$1.78M -$25.7K -154 -1%
XT
1568
XTX Topco
Cayman Islands
$1.78M +$1.78M +10,695 New
CWMU
1569
Caliber Wealth Management (Utah)
Utah
$1.78M +$1.78M +10,677 New
NPP
1570
New Potomac Partners
Maryland
$1.78M +$29.2K +175 +2%
AWM
1571
Avitas Wealth Management
California
$1.78M +$741K +4,443 +72%
AAM
1572
Ascension Asset Management
New York
$1.77M +$1.77M +10,605 New
ITIM
1573
Indiana Trust & Investment Management
Indiana
$1.76M -$6.67K -40 -0.4%
FCMT
1574
Founders Capital Management (Texas)
Texas
$1.76M -$195K -1,169 -10%
FFMBT
1575
First Farmers & Merchants Bank Trust
Tennessee
$1.76M -$55.8K -335 -3%
61 62
63
64 65