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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 %
FB
2051
First Bancorp
Maine
$763K -$8.37K -50 -1%
WA
2052
WealthTrust Axiom
Pennsylvania
$761K +$167 +1 +0%
CTFG
2053
Capstone Triton Financial Group
Oklahoma
$761K +$87.1K +498 +13%
MIC
2054
Meridian Investment Counsel
California
$760K – – –
TI
2055
Truepoint Inc
Ohio
$759K -$335K -2,000 -31%
BZWA
2056
Blue Zone Wealth Advisors
California
$759K -$18.4K -110 -2%
IAP
2057
Indie Asset Partners
Indiana
$759K -$5.52K -33 -0.7%
BPM
2058
Bowling Portfolio Management
Ohio
$759K +$37.5K +224 +5%
CWAG
2059
Compton Wealth Advisory Group
Virginia
$759K +$109K +651 +17%
IF
2060
IRON Financial
Illinois
$757K +$757K +4,524 New
SW
2061
Solidarity Wealth
Utah
$752K +$752K +4,347 New
AW
2062
ACG Wealth
Georgia
$746K -$251K -1,498 -25%
RFN
2063
RDA Financial Network
Iowa
$745K +$12.7K +76 +2%
CWM
2064
Cahaba Wealth Management
Georgia
$744K +$56.6K +330 +8%
WP
2065
Waycross Partners
Kentucky
$742K – – –
LP
2066
Lloyd Park
Illinois
$741K +$4.52K +27 +0.6%
CB
2067
Cadence Bank
Mississippi
$740K -$6.72M -40,161 -90%
BCP
2068
Berkeley Capital Partners
Georgia
$739K +$406K +2,429 +122%
PCG
2069
Private Capital Group
Connecticut
$738K -$4.68K -28 -0.6%
JFA
2070
JNBA Financial Advisors
Minnesota
$735K +$75K +448 +11%
CS
2071
Comerica Securities
Michigan
$734K -$53.4K -319 -7%
TCOK
2072
Trust Company of Kansas
Kansas
$734K – – –
TCM
2073
TD Capital Management
Tennessee
$733K +$372K +2,221 +103%
BRG
2074
Bay Rivers Group
Virginia
$731K +$12.9K +77 +2%
BDF
2075
Black Diamond Financial
Maryland
$728K +$167 +1 +0%
81 82
83
84 85