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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 %
FWP
1626
FAS Wealth Partners
Kansas
$1.59M +$211K +1,267 +15%
SIM
1627
Sentry Investment Management
Wisconsin
$1.59M -$277K -1,659 -15%
TWP
1628
Tempus Wealth Planning
California
$1.58M -$50.2K -301 -3%
CWM
1629
Cornerstone Wealth Management
Missouri
$1.58M +$135K +809 +9%
CNAM
1630
Campbell Newman Asset Management
Wisconsin
$1.58M – – –
STA
1631
Summit Trail Advisors
New York
$1.58M +$913K +5,482 +138%
SAM
1632
Sawgrass Asset Management
Florida
$1.57M -$1K -6 -0.1%
CA
1633
CoreCap Advisors
Michigan
$1.57M +$63.3K +380 +4%
ARC
1634
Advisor Resource Council
Texas
$1.57M +$1.57M +9,391 New
NERM
1635
New England Research & Management
Illinois
$1.56M -$600K -3,600 -28%
SPWM
1636
Schrum Private Wealth Management
Florida
$1.56M -$8.83K -53 -0.6%
AWM
1637
Angeles Wealth Management
California
$1.56M -$2.5K -15 -0.2%
GWS
1638
Glassman Wealth Services
Virginia
$1.56M +$1.83K +11 +0.1%
WFI
1639
West Family Investments
California
$1.56M +$28.5K +171 +2%
PWMG
1640
Prestige Wealth Management Group
New Jersey
$1.55M +$113K +676 +8%
NL
1641
NVWM LLC
Pennsylvania
$1.55M +$7.5K +45 +0.5%
BAM
1642
Beaumont Asset Management
Texas
$1.55M +$11.7K +70 +0.8%
AIM
1643
Alhambra Investment Management
Florida
$1.54M -$14.2K -85 -0.9%
VWM
1644
Vigilare Wealth Management
Arizona
$1.54M +$136K +816 +10%
LIM
1645
Loudon Investment Management
New Hampshire
$1.54M -$54.8K -329 -3%
PWM
1646
Perigon Wealth Management
California
$1.53M +$83.8K +503 +6%
ZCA
1647
Zeke Capital Advisors
Pennsylvania
$1.52M +$667 +4 +0%
CPIG
1648
Chicago Partners Investment Group
Illinois
$1.52M +$17.3K +99 +1%
MPIA
1649
Mountain Pacific Investment Advisers
Idaho
$1.52M -$183K -1,100 -11%
MWM
1650
Madison Wealth Management
Ohio
$1.51M +$21K +126 +1%
64 65
66
67 68