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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 %
LAIC
1701
Lederer & Associates Investment Counsel
California
$1.39M +$6K +36 +0.4%
AIM
1702
Aurora Investment Managers
Florida
$1.39M +$17.2K +103 +1%
WAM
1703
WNY Asset Management
New York
$1.39M +$15.2K +91 +1%
HVP
1704
Hudson Value Partners
Florida
$1.39M -$157K -939 -10%
RFA
1705
Resurgent Financial Advisors
Georgia
$1.39M +$327K +1,959 +31%
GLLW
1706
Graves Light Lenhart Wealth
Virginia
$1.38M -$4.67K -28 -0.3%
PB
1707
Pinnacle Bancorp
Nebraska
$1.38M +$120K +717 +9%
LSPW
1708
Lake Street Private Wealth
Illinois
$1.38M -$24.2K -145 -2%
PTC
1709
Philadelphia Trust Company
Pennsylvania
$1.38M +$33.3K +200 +2%
WPC
1710
Wedmont Private Capital
Pennsylvania
$1.38M +$464K +2,785 +51%
GC
1711
Gratus Capital
Georgia
$1.38M +$138K +830 +11%
MSFS
1712
Main Street Financial Solutions
Pennsylvania
$1.38M +$22.8K +137 +2%
AAS
1713
Annex Advisory Services
Wisconsin
$1.37M +$89.3K +536 +7%
CPA
1714
Court Place Advisors
Maryland
$1.37M – – –
CBT
1715
CoreFirst Bank & Trust
Kansas
$1.37M -$52.8K -317 -4%
PAM
1716
Paradigm Asset Management
New York
$1.37M +$267K +1,600 +24%
LWA
1717
Lineweaver Wealth Advisors
Ohio
$1.37M +$137K +820 +11%
AW
1718
Alaethes Wealth
Nevada
$1.37M +$214K +1,282 +19%
NF
1719
NTB Financial
Colorado
$1.36M +$5K +30 +0.4%
RAM
1720
Redmond Asset Management
Virginia
$1.36M +$19.3K +116 +1%
LJCM
1721
Lee Johnson Capital Management
Texas
$1.36M +$102K +611 +8%
TCBWMS
1722
Texas Capital Bank Wealth Management Services
Texas
$1.36M -$104K -622 -7%
OTPPB
1723
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.36M +$263K +1,577 +24%
KC
1724
Knuff & Co
California
$1.36M – – –
CIAS
1725
Capital Investment Advisory Services
North Carolina
$1.36M -$61.5K -369 -4%
67 68
69
70 71