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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 %
CWA
2151
Clearview Wealth Advisors
Oregon
$640K -$53.4K -319 -8%
PG
2152
Pendal Group
Australia
$640K -$3.35K -20 -0.5%
RIG
2153
RiverFront Investment Group
Virginia
$640K +$14.2K +85 +2%
SMH
2154
Sanders Morris Harris
Texas
$639K – – –
DU
2155
Delphia (USA)
Ontario, Canada
$637K +$225K +1,348 +55%
ED
2156
Exane Derivatives
France
$637K -$61.1K -365 -9%
KS
2157
Karpas Strategies
Connecticut
$636K -$18.4K -110 -3%
WW
2158
Waterfront Wealth
Kansas
$636K -$4.48K -26 -0.7%
CCM
2159
Compass Capital Management
Minnesota
$634K – – –
RCM
2160
Raleigh Capital Management
North Carolina
$633K +$617K +3,690 +3,968%
HIS
2161
Harvest Investment Services
Illinois
$632K -$26.4K -158 -4%
SFS
2162
Security Financial Services
Indiana
$628K +$38.1K +228 +6%
AWA
2163
Arkadios Wealth Advisors
Georgia
$627K +$50.3K +301 +9%
FM
2164
Family Management
New York
$626K -$3M -17,919 -83%
RWP
2165
Ridgecrest Wealth Partners
California
$622K -$16.4K -98 -3%
CWM
2166
C2C Wealth Management
Arizona
$621K -$117K -670 -16%
HAFS
2167
Hapanowicz & Associates Financial Services
Pennsylvania
$621K – – –
GWANC
2168
Guardian Wealth Advisors (North Carolina)
North Carolina
$619K -$6.36K -38 -1%
BP
2169
Broadleaf Partners
Ohio
$617K +$16.7K +100 +3%
FDS
2170
First Dallas Securities
Texas
$617K +$86.5K +517 +16%
KAM
2171
Kraft Asset Management
Tennessee
$617K +$617K +3,684 New
AIP
2172
Almanack Investment Partners
Pennsylvania
$616K -$37.3K -223 -6%
PCS
2173
Personal CFO Solutions
New Jersey
$616K +$7.2K +43 +1%
FCIM
2174
Fairview Capital Investment Management
California
$615K -$8.36K -50 -1%
UCI
2175
Uncommon Cents Investing
Wisconsin
$615K – – –
85 86
87
88 89