PEP icon

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 %
NB
1601
Nicolet Bankshares
Wisconsin
$1.64M +$288K +1,718 +21%
TWM
1602
Triton Wealth Management
Arizona
$1.63M – – –
AO
1603
Advisor OS
Illinois
$1.62M -$70.5K -421 -4%
GL
1604
GHE LLC
Tennessee
$1.62M +$1.62M +9,676 New
SPWM
1605
Schrum Private Wealth Management
Florida
$1.62M +$16.5K +96 +1%
SFSG
1606
Sound Financial Strategies Group
Mississippi
$1.62M +$1.62M +9,652 New
EFIC
1607
Eliot Finkel Investment Counsel
California
$1.61M -$108K -645 -6%
CA
1608
Cambridge Advisors
Nebraska
$1.61M -$1.34K -8 -0.1%
BCM
1609
Boltwood Capital Management
California
$1.61M -$10K -60 -0.6%
OPPTF
1610
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.61M +$39.9K +237 +3%
WSC
1611
Wellington Shields & Co
New York
$1.6M +$36K +215 +2%
ACS
1612
Archford Capital Strategies
Illinois
$1.6M +$168K +993 +12%
SB
1613
Sunflower Bank
Texas
$1.6M -$42.4K -253 -3%
PIM
1614
Perpetual Investment Management
Australia
$1.6M – – –
LIM
1615
Loudon Investment Management
New Hampshire
$1.6M – – –
BIP
1616
Blueprint Investment Partners
North Carolina
$1.6M +$212K +1,269 +15%
SW
1617
StrongBox Wealth
Missouri
$1.6M -$509K -3,041 -24%
AIM
1618
Arcadia Investment Management
Michigan
$1.58M +$170K +1,018 +12%
CNAM
1619
Campbell Newman Asset Management
Wisconsin
$1.58M – – –
MA
1620
Mutual Advisors
Nebraska
$1.58M +$41.2K +246 +3%
BC
1621
Burleson & Co
California
$1.58M +$8.04K +48 +0.5%
SAM
1622
Sawgrass Asset Management
Florida
$1.57M +$1.57M +9,402 New
AWM
1623
Angeles Wealth Management
California
$1.57M +$1.57M +9,383 New
AIM
1624
Alhambra Investment Management
Florida
$1.57M -$4.35K -26 -0.3%
GWS
1625
Glassman Wealth Services
Virginia
$1.57M +$327K +1,953 +26%
63 64
65
66 67