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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 %
SLA
1951
Silver Lake Advisory
Utah
$925K +$2.01K +12 +0.2%
HDIM
1952
Hanson & Doremus Investment Management
Vermont
$925K +$170K +1,016 +23%
APWA
1953
Atlas Private Wealth Advisors
New Jersey
$923K +$53.6K +320 +6%
CPA
1954
Cardiff Park Advisors
California
$916K +$9.2K +55 +1%
DLHL
1955
Donald L. Hagan LLC
Florida
$916K +$59.4K +355 +7%
CWP
1956
Curated Wealth Partners
California
$914K – – –
DE
1957
Day & Ennis
Georgia
$910K +$502 +3 +0.1%
MA
1958
MJP Associates
Connecticut
$910K +$62.5K +373 +7%
PA
1959
Perennial Advisors
New York
$910K +$97.4K +582 +12%
PIMG
1960
Patriot Investment Management Group
Tennessee
$910K +$277K +1,655 +44%
FCA
1961
FinTrust Capital Advisors
South Carolina
$907K -$301K -1,798 -25%
FHC
1962
First Heartland Consultants
Missouri
$906K -$76.3K -456 -8%
BAM
1963
Bruderman Asset Management
New York
$903K -$342K -2,038 -27%
CCA
1964
Cottonwood Capital Advisors
Utah
$903K -$335 -2 -0%
WP
1965
WealthShield Partners
North Carolina
$902K -$373K -2,228 -29%
S
1966
SimplyRich
California
$902K – – –
LA
1967
Lifeworks Advisors
Michigan
$900K -$781K -4,666 -46%
PPWP
1968
Proquility Private Wealth Partners
Nevada
$899K -$14.3K -84 -2%
AA
1969
Addison Advisors
Vermont
$899K +$207K +1,240 +30%
OFS
1970
Orrstown Financial Services
Pennsylvania
$898K -$168K -1,003 -16%
ANBT
1971
American National Bank & Trust
Texas
$894K -$1.07M -6,416 -55%
LSA
1972
Lion Street Advisors
Texas
$889K +$1.34K +8 +0.2%
MA
1973
MCF Advisors
Kentucky
$883K +$883K +5,277 New
MMA
1974
Miracle Mile Advisors
California
$882K -$2M -11,934 -69%
NW
1975
NewEdge Wealth
Pennsylvania
$881K +$321K +1,914 +57%
77 78
79
80 81