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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 %
OWP
1651
Obermeyer Wealth Partners
Colorado
$1.5M +$16.4K +98 +1%
JG
1652
Jefferies Group
New York
$1.5M +$1.5M +8,950 New
PSB
1653
Piscataqua Savings Bank
New Hampshire
$1.5M -$72.8K -435 -5%
MWM
1654
Madison Wealth Management
Ohio
$1.5M +$41.5K +248 +3%
OC
1655
Oakworth Capital
Alabama
$1.5M +$53.2K +318 +4%
MYIA
1656
Mount Yale Investment Advisors
Colorado
$1.49M +$23.8K +142 +2%
BSAM
1657
Blue Square Asset Management
New York
$1.49M -$304K -1,814 -17%
MFG
1658
Magnus Financial Group
New York
$1.49M +$1.13M +6,742 +313%
JSC
1659
Jackson Square Capital
California
$1.49M -$20.8K -124 -1%
SAM
1660
S.A. Mason
Michigan
$1.49M +$837 +5 +0.1%
SXL
1661
Summit X LLC
Missouri
$1.49M -$30.5K -182 -2%
LWMM
1662
Legacy Wealth Management (Mississippi)
Mississippi
$1.48M +$9.54K +57 +0.6%
OA
1663
Oxbow Advisors
Texas
$1.48M – – –
SFG
1664
StrategIQ Financial Group
Indiana
$1.48M +$777K +4,645 +111%
FFA
1665
Founders Financial Alliance
North Carolina
$1.48M +$8.54K +51 +0.6%
SCA
1666
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M – – –
EWM
1667
Edge Wealth Management
New York
$1.48M +$139K +831 +10%
CCM
1668
Cullen Capital Management
New York
$1.47M +$10K +60 +0.7%
TCBWMS
1669
Texas Capital Bank Wealth Management Services
Texas
$1.47M +$155K +927 +12%
MC
1670
Martin & Co
Tennessee
$1.46M -$107K -640 -7%
PHIC
1671
Pine Haven Investment Counsel
Massachusetts
$1.46M +$6.03K +36 +0.4%
VWA
1672
Visionary Wealth Advisors
Illinois
$1.46M +$51.7K +309 +4%
FFA
1673
Fragasso Financial Advisors
Pennsylvania
$1.45M -$116K -692 -7%
CWM
1674
Cornerstone Wealth Management
Missouri
$1.45M -$1.46M -8,709 -50%
MW
1675
Marcum Wealth
Ohio
$1.45M -$143K -854 -9%
65 66
67
68 69