PEP icon

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 %
IPAM
2126
ICICI Prudential Asset Management
India
$668K +$94.9K +565 +17%
C
2127
CEDRUS
Colorado
$667K +$38.5K +230 +6%
SDWMA
2128
Schneider Downs Wealth Management Advisors
Pennsylvania
$667K -$9.04K -54 -1%
HCM
2129
Hutchinson Capital Management
California
$666K -$1.67K -10 -0.3%
STA
2130
Summit Trail Advisors
New York
$665K +$56.9K +340 +9%
MWPCG
2131
Measured Wealth Private Client Group
New Hampshire
$664K -$65.9K -394 -9%
BFA
2132
Brendel Financial Advisors
New Hampshire
$663K -$1.73M -10,344 -72%
WBG
2133
Wharton Business Group
Pennsylvania
$656K – – –
ACI
2134
Alpha Cubed Investments
California
$656K +$227K +1,358 +53%
TIA
2135
Traphagen Investment Advisors
New Jersey
$656K -$58.7K -351 -8%
MAG
2136
MRA Advisory Group
New Jersey
$655K -$30.9K -185 -5%
DI
2137
Disciplined Investments
Oklahoma
$654K +$39.3K +235 +6%
MFC
2138
Morris Financial Concepts
South Carolina
$652K +$1.84K +11 +0.3%
OIM
2139
Orca Investment Management
Oregon
$649K -$16.7K -100 -3%
MM
2140
MQS Management
New York
$649K +$649K +3,875 New
STCOSD
2141
Sageworth Trust Company of South Dakota
South Dakota
$647K -$545K -3,258 -46%
FNBSF
2142
First National Bank Sioux Falls
South Dakota
$647K -$35K -209 -5%
LSC
2143
Lesa Sroufe & Co
Washington
$647K – – –
CISOA
2144
Capital Investment Services of America
Wisconsin
$646K – – –
RP
2145
Rice Partnership
Hawaii
$643K – – –
PWM
2146
PBMares Wealth Management
Virginia
$643K +$335 +2 +0.1%
AA
2147
Apriem Advisors
California
$643K +$6.7K +40 +1%
GFP
2148
Gryphon Financial Partners
Ohio
$642K +$17.9K +107 +3%
CT
2149
Clearstead Trust
Maine
$641K -$7.69K -46 -1%
WAS
2150
Wealth Advisory Solutions
Indiana
$641K +$641K +3,831 New
84 85
86
87 88