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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 %
SPFA
2026
Summit Place Financial Advisors
New Jersey
$804K – – –
DR
2027
Davis Rea
Ontario, Canada
$804K +$410K +10,853 +104%
AFG
2028
Allegheny Financial Group
Pennsylvania
$803K +$4.35K +26 +0.5%
SPC
2029
Stewart & Patten Company
California
$802K -$178K -1,065 -18%
LB
2030
Legacy Bridge
Iowa
$799K -$71.2K -425 -8%
RHBC
2031
R.H. Bluestein & Co
Michigan
$793K +$16.7K +100 +2%
PCP
2032
Proficio Capital Partners
Massachusetts
$790K -$33.8K -202 -4%
WDL
2033
Well Done LLC
Michigan
$789K +$1.01K +6 +0.1%
BW
2034
Bison Wealth
Georgia
$788K +$12.2K +73 +2%
RIS
2035
Retirement Income Solutions
Michigan
$786K -$17.7K -106 -2%
CRC
2036
Curi RMB Capital
Illinois
$785K -$13.9K -83 -2%
Dodge & Cox
2037
Dodge & Cox
California
$783K -$92.1K -550 -11%
CP
2038
Covenant Partners
Tennessee
$775K -$42.5K -254 -5%
KA
2039
Klingman & Associates
New York
$775K -$28.3K -169 -4%
MIM
2040
Miller Investment Management
Pennsylvania
$775K – – –
PSC
2041
Prentiss Smith & Co
Vermont
$774K – – –
DI
2042
DFPG Investments
Utah
$772K -$5.29K -31 -0.7%
SLWA
2043
San Luis Wealth Advisors
California
$772K +$772K +4,445 New
MCA
2044
MSH Capital Advisors
Arizona
$771K +$53.2K +318 +7%
HCA
2045
Horan Capital Advisors
Ohio
$771K – – –
NCM
2046
NCM Capital Management
New Jersey
$771K +$257K +1,536 +50%
PC
2047
Pecaut & Co
Iowa
$770K – – –
MAWAG
2048
Mid-American Wealth Advisory Group
Missouri
$768K -$61.6K -368 -7%
LFA
2049
Laraway Financial Advisors
Minnesota
$767K – – –
LCM
2050
Landscape Capital Management
New Jersey
$764K -$6.29M -37,610 -89%
80 81
82
83 84