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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 %
FFC
2101
First Financial Corp
Indiana
$692K -$3.35K -20 -0.5%
Wealth Enhancement Advisory Services
2102
Wealth Enhancement Advisory Services
Minnesota
$688K -$195K -1,151 -22%
MPPLM
2103
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$688K +$66.3K +396 +11%
SC
2104
Stephens Consulting
Michigan
$687K +$216K +1,293 +46%
SL
2105
Summitry LLC
California
$687K -$5.52K -33 -0.8%
AFC
2106
AFT Forsyth & Company
Florida
$685K -$836 -5 -0.1%
GCM
2107
Gables Capital Management
Florida
$685K – – –
CSWM
2108
Cassady Schiller Wealth Management
Ohio
$685K +$606K +3,618 +767%
CWP
2109
Capital Wealth Planning
Florida
$684K -$319K -1,908 -32%
SCM
2110
SOL Capital Management
Maryland
$684K -$100K -600 -13%
CWM
2111
Cranbrook Wealth Management
Michigan
$684K +$837 +5 +0.1%
RPWA
2112
Regent Peak Wealth Advisors
Georgia
$684K +$6.03K +36 +0.9%
GWAM
2113
Guardian Wealth Advisors (Minnesota)
Minnesota
$684K +$10.2K +61 +2%
WFA
2114
Wade Financial Advisory
California
$682K -$2.17M -12,957 -76%
CFG
2115
Cooper Financial Group
California
$682K -$181K -1,083 -21%
MWM
2116
Marion Wealth Management
Pennsylvania
$679K +$7.7K +46 +1%
SCA
2117
Sippican Capital Advisors
Massachusetts
$677K -$2.51K -15 -0.4%
TBWA
2118
Three Bridge Wealth Advisors
California
$677K +$677K +4,047 New
SIS
2119
Sound Income Strategies
Florida
$676K +$13.4K +80 +2%
OLVIG
2120
Oliver Lagore Vanvalin Investment Group
Michigan
$674K -$3.73M -21,988 -85%
FSA
2121
Fort Sheridan Advisors
Illinois
$674K – – –
TSWM
2122
Tyler-Stone Wealth Management
Ohio
$672K -$106K -631 -14%
APC
2123
Aspire Private Capital
North Carolina
$671K +$107K +640 +19%
SPWM
2124
Spartan Planning & Wealth Management
North Carolina
$671K +$671K +4,008 New
FSG
2125
Financial Strategies Group
Michigan
$668K +$70.1K +419 +12%
83 84
85
86 87