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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 %
FMP
2201
Financial Management Professionals
Texas
$592K +$85.1K +509 +17%
SWM
2202
Silverlake Wealth Management
Vermont
$592K +$10K +60 +2%
ES
2203
ETF Store
Kansas
$591K -$4.37K -25 -0.7%
HWMG
2204
Hurlow Wealth Management Group
Indiana
$589K -$71K -424 -11%
MC
2205
Maverick Capital
Texas
$588K +$588K +3,513 New
CC
2206
Corton Capital
Ontario, Canada
$588K +$588K +3,515 New
IP
2207
Intellectus Partners
California
$586K – – –
TWI
2208
Thomas White International
Illinois
$585K – – –
BFS
2209
Bickling Financial Services
Massachusetts
$582K -$46.4K -277 -7%
NWM
2210
Nauset Wealth Management
Connecticut
$581K +$215K +1,282 +59%
RFA
2211
RTD Financial Advisors
Pennsylvania
$580K +$3.18K +19 +0.6%
DOA
2212
D'Orazio & Associates
Virginia
$580K +$84.7K +506 +17%
NQWM
2213
Northwest Quadrant Wealth Management
Oregon
$579K -$19K -112 -3%
LDFR
2214
Lehman & Derafelo Financial Resources
Pennsylvania
$579K +$184K +1,101 +47%
DIP
2215
DT Investment Partners
Pennsylvania
$579K +$579K +3,462 New
VCM
2216
Versant Capital Management
Arizona
$577K -$2.01K -12 -0.3%
HWA
2217
Heartwood Wealth Advisors
Virginia
$576K +$181K +1,084 +46%
CHA
2218
Cooper/Haims Advisors
New York
$575K +$167 +1 +0%
AWM
2219
Accurate Wealth Management
Florida
$575K +$81K +484 +16%
CBT
2220
Central Bank & Trust
Kentucky
$574K -$3.18K -19 -0.6%
ERIM
2221
Eagle Ridge Investment Management
Connecticut
$573K -$62.7K -375 -10%
FOA
2222
Five Oceans Advisors
California
$573K +$11.2K +67 +2%
FNBOH
2223
First National Bank of Hutchinson
Kansas
$572K -$61.1K -365 -10%
IFWM
2224
Institute for Wealth Management
Colorado
$572K – – –
ABLA
2225
Alan B. Lancz & Associates
Ohio
$572K – – –
87 88
89
90 91