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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 %
FC
1751
Ferris Capital
Massachusetts
$1.27M – – –
LJCM
1752
Lee Johnson Capital Management
Texas
$1.26M +$69.8K +417 +6%
EWM
1753
Empirical Wealth Management
Washington
$1.26M -$46.7K -279 -4%
PAG
1754
Powers Advisory Group
Illinois
$1.26M +$7.53K +45 +0.6%
CHA
1755
Carmichael Hill & Associates
Maryland
$1.26M +$61.3K +366 +5%
TNA
1756
True North Advisors
Texas
$1.26M -$170K -1,015 -12%
RCA
1757
Ranch Capital Advisors
Florida
$1.25M +$40.3K +241 +3%
NFG
1758
Nations Financial Group
Iowa
$1.25M +$157K +937 +14%
GC
1759
Gratus Capital
Georgia
$1.25M -$51.4K -307 -4%
APW
1760
Acima Private Wealth
Virginia
$1.25M – – –
OPA
1761
Old Port Advisors
Maine
$1.24M -$27K -159 -2%
LWA
1762
Lineweaver Wealth Advisors
Ohio
$1.23M +$171K +1,023 +16%
KFA
1763
Kelleher Financial Advisors
New York
$1.23M -$407K -2,432 -25%
CRWM
1764
Castle Rock Wealth Management
California
$1.23M +$88.8K +513 +8%
SSG
1765
Summit Securities Group
New York
$1.23M +$334K +1,999 +37%
PIA
1766
Perennial Investment Advisors
California
$1.23M +$13.9K +83 +1%
5L
1767
55I LLC
Massachusetts
$1.22M +$117K +697 +11%
ZIG
1768
Zullo Investment Group
Pennsylvania
$1.22M +$89.5K +535 +8%
HCM
1769
Highview Capital Management
Illinois
$1.22M +$668K +3,988 +121%
SG
1770
Somerset Group
Minnesota
$1.22M – – –
TPWM
1771
Twelve Points Wealth Management
Massachusetts
$1.22M -$335 -2 -0%
SWA
1772
SFMG Wealth Advisors
Texas
$1.22M +$76.3K +456 +7%
TFA
1773
Triad Financial Advisors
North Carolina
$1.21M +$1.84K +11 +0.2%
QC
1774
Quent Capital
New York
$1.2M -$176K -1,051 -13%
ACM
1775
AlphaStar Capital Management
North Carolina
$1.2M +$71.6K +428 +6%
69 70
71
72 73