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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 %
OA
1676
Oxbow Advisors
Texas
$1.47M – – –
WPA
1677
West Paces Advisors
Georgia
$1.47M -$34.3K -206 -2%
CRC
1678
Curi RMB Capital
Illinois
$1.47M +$690K +4,141 +88%
SCA
1679
STALEY CAPITAL ADVISERS
Pennsylvania
$1.47M – – –
SXL
1680
Summit X LLC
Missouri
$1.47M -$2.16K -13 -0.1%
EWM
1681
Edge Wealth Management
New York
$1.47M – – –
CLOS
1682
Compagnie Lombard Odier SCmA
Switzerland
$1.47M -$799K -4,796 -35%
RRA
1683
Round Rock Advisors
Connecticut
$1.47M -$43.7K -262 -3%
CCM
1684
Cullen Capital Management
New York
$1.46M – – –
PHIC
1685
Pine Haven Investment Counsel
Massachusetts
$1.46M – – –
LWM
1686
Lionsbridge Wealth Management
Florida
$1.45M -$109K -655 -7%
AWM
1687
Aberdeen Wealth Management
Illinois
$1.44M +$167 +1 +0%
CCMD
1688
Cypress Capital Management (Delaware)
Delaware
$1.43M – – –
WWA
1689
WCG Wealth Advisors
Nevada
$1.43M +$1.43M +8,592 New
JE
1690
JMAC Enterprises
Pennsylvania
$1.43M +$34K +204 +2%
APWM
1691
Atlas Private Wealth Management
New York
$1.43M +$19.7K +118 +1%
SC
1692
Shay Capital
New York
$1.42M +$583K +3,500 +70%
FFA
1693
Founders Financial Alliance
North Carolina
$1.41M -$57K -342 -4%
MFS
1694
McNamara Financial Services
Massachusetts
$1.41M +$9K +54 +0.6%
MSCM
1695
McElhenny Sheffield Capital Management
Texas
$1.41M – – –
FFA
1696
Fragasso Financial Advisors
Pennsylvania
$1.41M -$37K -222 -3%
BIP
1697
Blueprint Investment Partners
North Carolina
$1.41M -$184K -1,103 -12%
ICM
1698
IMS Capital Management
Oregon
$1.41M +$56.8K +341 +4%
BO
1699
BRR OpCo
Ohio
$1.4M +$18.8K +113 +1%
ACP
1700
Aviance Capital Partners
Florida
$1.39M – – –
66 67
68
69 70