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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 %
IIM
1676
InTrack Investment Management
Vermont
$1.45M +$22.9K +137 +2%
PWM
1677
Perigon Wealth Management
California
$1.45M +$65.5K +391 +5%
WTB
1678
Washington Trust Bank
Washington
$1.45M -$33.7K -201 -2%
ECG
1679
Edge Capital Group
Georgia
$1.45M +$41K +245 +3%
PWMG
1680
Prestige Wealth Management Group
New Jersey
$1.44M +$920K +5,495 +176%
MS
1681
Madden Securities
Texas
$1.44M +$130K +775 +10%
AWM
1682
Aberdeen Wealth Management
Illinois
$1.44M +$167 +1 +0%
CCMD
1683
Cypress Capital Management (Delaware)
Delaware
$1.44M -$790K -4,720 -35%
CBT
1684
CoreFirst Bank & Trust
Kansas
$1.43M +$25.1K +150 +2%
SC
1685
SRB Corp
Massachusetts
$1.42M – – –
CIAS
1686
Capital Investment Advisory Services
North Carolina
$1.42M +$107K +639 +8%
ECA
1687
Elevated Capital Advisors
Utah
$1.42M +$1.42M +8,492 New
MSCM
1688
McElhenny Sheffield Capital Management
Texas
$1.42M -$502 -3 -0%
FM
1689
Foster & Motley
Ohio
$1.42M -$20.3K -121 -1%
BCM
1690
Brasada Capital Management
Texas
$1.41M +$784K +4,684 +125%
VWM
1691
Vigilare Wealth Management
Arizona
$1.41M -$74.8K -447 -5%
LSPW
1692
Lake Street Private Wealth
Illinois
$1.41M +$51.9K +310 +4%
MFS
1693
McNamara Financial Services
Massachusetts
$1.41M +$16.6K +99 +1%
APWM
1694
Atlas Private Wealth Management
New York
$1.41M +$240K +1,436 +21%
CPIG
1695
Chicago Partners Investment Group
Illinois
$1.41M +$37.5K +229 +3%
ACP
1696
Aviance Capital Partners
Florida
$1.4M -$30.3K -181 -2%
JE
1697
JMAC Enterprises
Pennsylvania
$1.4M +$4.52K +27 +0.3%
GLLW
1698
Graves Light Lenhart Wealth
Virginia
$1.39M -$33.5K -200 -2%
LAIC
1699
Lederer & Associates Investment Counsel
California
$1.39M -$12.7K -76 -0.9%
BO
1700
BRR OpCo
Ohio
$1.39M +$487K +2,912 +54%
66 67
68
69 70