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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 %
AGP
1726
Autumn Glory Partners
Texas
$1.33M -$1.14M -6,784 -46%
MPW
1727
Monterey Private Wealth
California
$1.32M -$73.2K -436 -5%
FPAS
1728
Focus Partners Advisor Solutions
Missouri
$1.32M +$1.32M +7,893 New
SIG
1729
Sargent Investment Group
Maryland
$1.32M -$6.69K -40 -0.5%
HBT
1730
Heartland Bank & Trust
Illinois
$1.31M +$170K +1,015 +15%
BONST
1731
Bank of Nova Scotia Trust
Ontario, Canada
$1.31M -$243K -1,449 -16%
SAF
1732
Smith Anglin Financial
Texas
$1.31M +$47.4K +283 +4%
AAMC
1733
Asset Allocation & Management Company
Illinois
$1.3M – – –
TCCM
1734
Timber Creek Capital Management
Massachusetts
$1.29M -$18.7K -112 -1%
AAS
1735
Annex Advisory Services
Wisconsin
$1.29M +$32.5K +194 +3%
IAIM
1736
International Assets Investment Management
Florida
$1.29M +$40.3K +241 +3%
DDC
1737
DF Dent & Co
Maryland
$1.29M -$95.4K -570 -7%
CWP
1738
Concord Wealth Partners
Virginia
$1.29M +$62.8K +375 +5%
HBW
1739
Hazlett, Burt & Watson
West Virginia
$1.28M +$1.28M +7,663 New
IP
1740
Investment Partners
Ohio
$1.28M -$17.6K -105 -1%
DTC
1741
Davidson Trust Company
Washington
$1.28M -$68.3K -408 -5%
RCG
1742
Regatta Capital Group
California
$1.28M +$31K +185 +2%
CA
1743
Continuum Advisory
Idaho
$1.28M +$434K +2,524 +51%
WDC
1744
Woodward Diversified Capital
California
$1.28M +$91.9K +549 +8%
SFM
1745
Signet Financial Management
New Jersey
$1.27M -$7.2K -43 -0.6%
BWM
1746
Buckley Wealth Management
Nevada
$1.27M +$409K +2,446 +47%
HH
1747
Hilltop Holdings
Texas
$1.27M -$195K -1,162 -13%
PB
1748
Pinnacle Bancorp
Nebraska
$1.27M +$111K +665 +10%
CSPIA
1749
Cary Street Partners Investment Advisory
Virginia
$1.27M -$120K -716 -9%
OIA
1750
Optimum Investment Advisors
Illinois
$1.27M -$19.2K -115 -1%
68 69
70
71 72