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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 %
WWM
1826
Windsor Wealth Management
Indiana
$1.14M -$680K -3,985 -37%
CFCI
1827
Comprehensive Financial Consultants Institutional
Indiana
$1.13M -$4.41K -26 -0.4%
PFC
1828
Phocas Financial Corp
California
$1.13M – – –
SFSG
1829
Sound Financial Strategies Group
Mississippi
$1.12M -$484K -2,906 -30%
CRWM
1830
Castle Rock Wealth Management
California
$1.12M -$89.3K -524 -7%
LCM
1831
LCM Capital Management
Illinois
$1.12M -$5.66K -34 -0.5%
MWM
1832
Mattern Wealth Management
Kansas
$1.12M +$60.1K +361 +6%
BCM
1833
Brown Capital Management
Maryland
$1.11M – – –
CPIA
1834
Cornell Pochily Investment Advisors
New York
$1.11M +$51.2K +307 +5%
KCM
1835
Kathmere Capital Management
Pennsylvania
$1.11M +$396K +2,378 +56%
LFA
1836
Legacy Financial Advisors
Kentucky
$1.1M +$50.7K +304 +5%
TIM
1837
Tevis Investment Management
Texas
$1.1M -$6.1K -37 -0.6%
RPCONE
1838
Retirement Planning Company of New England
Rhode Island
$1.1M +$1.17K +7 +0.1%
CA
1839
CGN Advisors
Kansas
$1.1M +$251K +1,505 +30%
CWM
1840
Chesapeake Wealth Management
Virginia
$1.09M -$5.5K -33 -0.5%
FMTC
1841
Farmers & Merchants Trust Company
California
$1.09M – – –
MPM
1842
Meritage Portfolio Management
Kansas
$1.09M +$834 +5 +0.1%
EIG
1843
Ellenbecker Investment Group
Wisconsin
$1.09M +$1.33K +8 +0.1%
GI
1844
Gradient Investments
Minnesota
$1.09M +$51.3K +308 +5%
RC
1845
Reik & Co
New York
$1.08M – – –
GWAG
1846
Garrett Wealth Advisory Group
Texas
$1.08M -$5.5K -33 -0.5%
DA
1847
DSC Advisors
Illinois
$1.07M +$19.5K +117 +2%
BFG
1848
Berger Financial Group
Minnesota
$1.07M -$15.2K -91 -1%
WAG
1849
Winthrop Advisory Group
Massachusetts
$1.07M -$8.5K -51 -0.8%
BCA
1850
Bray Capital Advisors
Florida
$1.07M +$333 +2 +0%
72 73
74
75 76