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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 %
FSA
1801
Franklin Street Advisors
North Carolina
$1.18M +$164K +983 +16%
SHWM
1802
Silicon Hills Wealth Management
Texas
$1.18M +$33.3K +200 +3%
CPSC
1803
Carl P. Sherr & Co
Massachusetts
$1.18M +$33.3K +200 +3%
OHWP
1804
Oak Harbor Wealth Partners
North Carolina
$1.18M +$667 +4 +0.1%
CFS
1805
CRA Financial Services
New Jersey
$1.17M +$18.2K +109 +2%
CWP
1806
Curated Wealth Partners
California
$1.17M +$294K +1,764 +34%
CSUI
1807
Cincinnati Specialty Underwriters Insurance
Ohio
$1.17M – – –
PWA
1808
Physician Wealth Advisors
Utah
$1.17M +$354 +2 +0%
EIA
1809
Edgemoor Investment Advisors
Maryland
$1.17M +$1K +6 +0.1%
FCFC
1810
First Commonwealth Financial Corp
Pennsylvania
$1.17M -$10.7K -64 -0.9%
HI
1811
Hudock Inc
Pennsylvania
$1.17M +$51.8K +311 +5%
NFG
1812
Nadler Financial Group
Illinois
$1.17M -$1K -6 -0.1%
CWAG
1813
Compton Wealth Advisory Group
Virginia
$1.17M +$410K +2,458 +54%
KA
1814
KLCM Advisors
Wisconsin
$1.16M +$112K +672 +11%
GL
1815
Graypoint LLC
New York
$1.16M +$144K +863 +14%
PCIA
1816
Prime Capital Investment Advisors
Kansas
$1.16M +$651K +3,902 +127%
SJIA
1817
St. James Investment Advisors
New York
$1.16M -$3.02M -18,143 -72%
CSI
1818
Cross Staff Investments
New York
$1.15M – – –
GTAM
1819
Global Trust Asset Management
Florida
$1.15M +$183K +1,100 +19%
ACM
1820
AlphaStar Capital Management
North Carolina
$1.15M -$49.5K -297 -4%
SAM
1821
Summit Asset Management
Tennessee
$1.15M – – –
RIA
1822
Richwood Investment Advisors
Ohio
$1.15M -$18.3K -110 -2%
VWA
1823
VERITY Wealth Advisors
United States
$1.15M +$144K +861 +14%
SWA
1824
Sutton Wealth Advisors
Florida
$1.14M +$30K +180 +3%
MA
1825
MJP Associates
Connecticut
$1.14M +$234K +1,404 +26%
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