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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 %
ABP
1651
Arthur B. Page
$1.51M -$44.5K -267 -3%
RCC
1652
Red Cedar Capital
Nebraska
$1.51M – – –
SC
1653
SRB Corp
Massachusetts
$1.51M +$94K +564 +7%
PSB
1654
Piscataqua Savings Bank
New Hampshire
$1.5M +$13.3K +80 +0.9%
SWA
1655
ShankerValleau Wealth Advisors
Illinois
$1.5M – – –
BFC
1656
Blue Fin Capital
Rhode Island
$1.5M -$13.7K -82 -0.9%
OWP
1657
Obermeyer Wealth Partners
Colorado
$1.5M +$9.16K +55 +0.6%
VWA
1658
Visionary Wealth Advisors
Illinois
$1.5M +$48.3K +290 +3%
BCM
1659
Birch Capital Management
Texas
$1.5M -$51.5K -309 -3%
LKIM
1660
Lawson Kroeker Investment Management
Nebraska
$1.5M -$333K -2,000 -18%
H
1661
HoyleCohen
California
$1.5M +$1.17K +7 +0.1%
IIM
1662
InTrack Investment Management
Vermont
$1.49M +$49.3K +296 +3%
JSL
1663
JT Stratford LLC
Georgia
$1.49M -$19.7K -118 -1%
OC
1664
Oakworth Capital
Alabama
$1.49M – – –
SFG
1665
StrategIQ Financial Group
Indiana
$1.49M +$18.8K +113 +1%
RWA
1666
Rainsberger Wealth Advisors
Colorado
$1.49M -$6.83K -41 -0.5%
CA
1667
Continuum Advisory
Idaho
$1.49M +$247K +1,480 +20%
JWM
1668
Jeppson Wealth Management
California
$1.49M +$661K +3,965 +80%
SAM
1669
S.A. Mason
Michigan
$1.48M +$2.67K +16 +0.2%
MC
1670
Martin & Co
Tennessee
$1.48M +$26.3K +158 +2%
MW
1671
Marcum Wealth
Ohio
$1.48M +$37K +222 +3%
MYIA
1672
Mount Yale Investment Advisors
Colorado
$1.48M -$6K -36 -0.4%
JSC
1673
Jackson Square Capital
California
$1.48M -$3.83K -23 -0.3%
WTB
1674
Washington Trust Bank
Washington
$1.48M +$33.3K +200 +2%
SJIM
1675
St. Johns Investment Management
Florida
$1.47M -$46K -276 -3%
65 66
67
68 69