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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 %
GC
1926
Gilbert & Cook
Iowa
$964K +$46.3K +277 +5%
PG
1927
Proffitt & Goodson
Tennessee
$962K -$42.7K -255 -4%
CCM
1928
Carlson Capital Management
Minnesota
$962K +$18.2K +109 +2%
COCM
1929
Charter Oak Capital Management
New Hampshire
$962K +$21.3K +127 +2%
CAMG
1930
CWA Asset Management Group
Florida
$958K +$300K +1,790 +46%
JGIA
1931
Jackson Grant Investment Advisers
Connecticut
$957K +$6.87K +41 +0.7%
Loomis, Sayles & Company
1932
Loomis, Sayles & Company
Massachusetts
$951K -$655K -3,914 -41%
NPF
1933
Norris Perne & French
Michigan
$951K -$120K -717 -11%
IIC
1934
Integrated Investment Consultants
Michigan
$951K -$20.1K -120 -2%
ECM
1935
Elgethun Capital Management
South Dakota
$946K +$5.86K +35 +0.6%
LB
1936
Leo Brokerage
Texas
$944K +$944K +5,641 New
SIG
1937
Stonegate Investment Group
Alabama
$943K -$35.8K -214 -4%
BLAM
1938
Bourne Lent Asset Management
New York
$942K – – –
WCA
1939
Waypoint Capital Advisors
Minnesota
$938K – – –
BFG
1940
Barber Financial Group
Kansas
$937K +$1.67K +10 +0.2%
SDAM
1941
Shulman DeMeo Asset Management
New York
$937K +$3.52K +21 +0.4%
KC
1942
Kingfisher Capital
North Carolina
$937K +$10.4K +62 +1%
MTIC
1943
Missouri Trust & Investment Company
Missouri
$937K +$187K +1,115 +25%
PP
1944
PDS Planning
Ohio
$933K +$111K +661 +13%
CA
1945
Cornerstone Advisory
Maryland
$932K -$72.3K -432 -7%
WPC
1946
Wedmont Private Capital
Pennsylvania
$932K +$108K +637 +13%
MG
1947
Mather Group
Illinois
$931K +$211K +1,262 +29%
REMPR
1948
Roof Eidam Maycock Peralta (REMP)
California
$929K – – –
BWM
1949
Baystate Wealth Management
Massachusetts
$928K +$7.53K +45 +0.8%
CIG
1950
Cairn Investment Group
Washington
$927K +$72.4K +288 +8%
76 77
78
79 80