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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 %
CFA
2176
Capstone Financial Advisors
Illinois
$614K -$17.8K -106 -3%
SWA
2177
Sax Wealth Advisors
New Jersey
$614K – – –
WFA
2178
Websterrogers Financial Advisors
South Carolina
$614K +$614K +3,617 New
AMCA
2179
Arthur M. Cohen & Associates
Illinois
$612K -$311K -1,860 -34%
KIG
2180
Kowal Investment Group
Wisconsin
$612K +$121K +725 +25%
SFG
2181
Sovereign Financial Group
Connecticut
$611K +$43.5K +260 +8%
BBNA
2182
Bremer Bank National Association
Minnesota
$609K -$94.3K -563 -13%
ACP
2183
Aveo Capital Partners
Colorado
$608K -$141K -843 -19%
SFWA
2184
Summit Financial Wealth Advisors
Louisiana
$608K – – –
NAMM
2185
NorthStar Asset Management (Massachusetts)
Massachusetts
$607K -$90.1K -538 -13%
CWM
2186
Cabot Wealth Management
Massachusetts
$607K – – –
ISWM
2187
Independent Solutions Wealth Management
New York
$607K -$11K -66 -2%
WAM
2188
WFA Asset Management
Wisconsin
$607K +$3.85K +23 +0.6%
AWM
2189
AllSquare Wealth Management
New York
$605K +$335 +2 +0.1%
SFA
2190
Souders Financial Advisors
Ohio
$604K +$5.19K +31 +0.9%
ALAM
2191
Asahi Life Asset Management
Japan
$603K -$3.35K -20 -0.6%
PPP
2192
Private Portfolio Partners
New Jersey
$600K +$88K +526 +17%
LWM
2193
Loveless Wealth Management
Montana
$600K -$15.1K -90 -2%
KW
2194
KWB Wealth
California
$600K – – –
SFG
2195
SNS Financial Group
Minnesota
$599K -$16.8K -100 -3%
CAM
2196
Cubic Asset Management
Massachusetts
$596K – – –
CWM
2197
Connecticut Wealth Management
Connecticut
$596K +$28.8K +172 +5%
FC
2198
Financial Council
Maryland
$593K -$4.85K -29 -0.8%
CAM
2199
Covenant Asset Management
New Jersey
$593K – – –
GWA
2200
Gibson Wealth Advisors
Texas
$593K – – –
86 87
88
89 90