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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 %
KFP
1976
KB Financial Partners
New Jersey
$880K +$102K +612 +13%
CCM
1977
Chickasaw Capital Management
Tennessee
$877K – – –
AA
1978
Advisory Alpha
Michigan
$876K -$39.5K -236 -4%
WCMN
1979
Westchester Capital Management (Nebraska)
Nebraska
$876K -$2.51K -15 -0.3%
EAM
1980
Empirical Asset Management
Massachusetts
$876K +$618K +3,695 +240%
MF
1981
Montis Financial
Massachusetts
$873K -$1.17K -7 -0.1%
KFI
1982
Key Financial Inc
Pennsylvania
$871K +$34.8K +208 +4%
HSA
1983
Hussman Strategic Advisors
Maryland
$870K – – –
SF
1984
Summit Financial
New Jersey
$869K +$208K +1,241 +31%
WI
1985
Wedgewood Investors
Pennsylvania
$869K – – –
GA
1986
Greytown Advisors
Florida
$863K -$453K -2,707 -34%
GB
1987
Goepper Burkhardt
South Carolina
$863K – – –
AIA
1988
Alera Investment Advisors
Illinois
$863K +$863K +5,153 New
HCM
1989
HM Capital Management
Missouri
$861K – – –
SSWG
1990
Seven Springs Wealth Group
Tennessee
$861K – – –
OCG
1991
Opus Capital Group
Ohio
$859K +$502 +3 +0.1%
EAMA
1992
EFG Asset Management (Americas)
Florida
$856K -$93.5K -559 -10%
BOM
1993
Bank of Marin
California
$856K – – –
VHAM
1994
Van Hulzen Asset Management
California
$855K -$33.3K -199 -4%
SKK
1995
Shepherd Kaplan Krochuk
Massachusetts
$854K – – –
CA
1996
CGN Advisors
Kansas
$853K -$183K -1,095 -18%
AWA
1997
Alta Wealth Advisors
Massachusetts
$852K -$9.04K -54 -1%
UF
1998
Univest Financial
Pennsylvania
$850K +$33.1K +198 +4%
9WM
1999
9258 Wealth Management
Ohio
$847K -$33.7K -201 -4%
LFG
2000
Larson Financial Group
Missouri
$841K +$1.51K +9 +0.2%
78 79
80
81 82