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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 %
MMHP
2001
Murphy Middleton Hinkle & Parker
Georgia
$840K -$10.4K -62 -1%
GA
2002
Geller Advisors
New York
$840K +$32.3K +193 +4%
PAWC
2003
P.A.W. Capital
Connecticut
$837K – – –
ESCM
2004
Echo Street Capital Management
New York
$837K +$507K +3,031 +154%
SC
2005
Shay Capital
New York
$837K +$837K +5,000 New
CIA
2006
Cladis Investment Advisory
Montana
$837K – – –
WA
2007
Waddell & Associates
Tennessee
$836K +$1K +6 +0.1%
PCM
2008
Perritt Capital Management
Illinois
$835K -$10.9K -65 -1%
EA
2009
Emerald Advisors
Washington
$834K +$40.7K +243 +5%
JWM
2010
Jeppson Wealth Management
California
$833K -$13.4K -80 -2%
LIA
2011
LBMC Investment Advisors
Tennessee
$832K +$3.18K +19 +0.4%
WAM
2012
Weatherly Asset Management
California
$832K +$17.4K +104 +2%
GFS
2013
GYL Financial Synergies
Connecticut
$831K -$4.73M -28,230 -85%
OCM
2014
One Capital Management
California
$830K -$10.2K -61 -1%
EFG
2015
Everhart Financial Group
Ohio
$822K +$142K +850 +21%
SAM
2016
Silphium Asset Management
United Kingdom
$821K – – –
ICP
2017
Ironvine Capital Partners
Nebraska
$820K – – –
CSPAM
2018
Cary Street Partners Asset Management
Virginia
$818K -$31.8K -190 -4%
SWMP
2019
Signature Wealth Management Partners
New Jersey
$814K – – –
GWM
2020
Greenwich Wealth Management
Connecticut
$812K -$6.02K -36 -0.7%
SLT
2021
St Louis Trust
Missouri
$812K – – –
GDP
2022
Great Diamond Partners
Maine
$811K +$21.9K +131 +3%
AWAP
2023
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$810K -$42.3K -253 -5%
CPWA
2024
Cerro Pacific Wealth Advisors
California
$807K +$37K +221 +5%
FAT
2025
First American Trust
California
$806K +$66.6K +398 +9%
79 80
81
82 83