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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 %
JWBC
1901
John W. Bristol & Co
New York
$1M -$74M -441,972 -99%
KFA
1902
Krane Funds Advisors
New York
$1M +$636K +3,799 +174%
TP
1903
Tranquility Partners
Tennessee
$996K – – –
TIM
1904
Thompson Investment Management
Wisconsin
$992K -$2.97M -17,753 -75%
HF
1905
HRT Financial
New York
$990K +$990K +5,916 New
SA
1906
Sunesis Advisors
Kansas
$989K +$3.85K +23 +0.4%
MA
1907
MBA Advisors
Pennsylvania
$988K +$1.84K +11 +0.2%
OWM
1908
OneAscent Wealth Management
Alabama
$984K +$984K +5,877 New
GTCM
1909
Gyon Technologies Capital Management
New Jersey
$983K -$248K -1,483 -20%
SP
1910
Successful Portfolios
Florida
$981K -$10.9K -65 -1%
GHAM
1911
Gilman Hill Asset Management
Connecticut
$981K +$47.7K +285 +5%
WI
1912
WrapManager Inc
California
$980K -$250K -1,493 -20%
SAM
1913
Seelaus Asset Management
New Jersey
$979K -$486K -2,904 -33%
LOPW
1914
Live Oak Private Wealth
North Carolina
$979K -$191K -1,142 -16%
WAM
1915
WealthTrust Asset Management
Florida
$979K -$3.85K -23 -0.4%
WCM
1916
Weik Capital Management
Pennsylvania
$977K -$837 -5 -0.1%
LWAM
1917
Legacy Wealth Asset Management
Minnesota
$974K +$25.3K +151 +3%
EF
1918
Empowered Funds
Pennsylvania
$973K +$22.9K +137 +2%
GTAM
1919
Global Trust Asset Management
Florida
$972K -$5.02K -30 -0.5%
SBL
1920
Sargent Bickham Lagudis
Colorado
$971K -$92.9K -555 -9%
LIM
1921
Longfellow Investment Management
Massachusetts
$970K -$280K -1,670 -22%
HA
1922
Herold Advisors
New York
$967K +$52.7K +315 +6%
PBO
1923
Peoples Bank (Ohio)
Ohio
$966K +$53.6K +320 +6%
FG
1924
Foster Group
Iowa
$964K -$1.34K -8 -0.1%
WFM
1925
Wolff Financial Management
Michigan
$964K +$167 +1 +0%
75 76
77
78 79