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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 %
CWC
2226
Carolinas Wealth Consulting
North Carolina
$571K -$15.1K -90 -3%
ZAM
2227
Zevin Asset Management
Massachusetts
$570K -$2.51K -15 -0.4%
VIM
2228
VELA Investment Management
Ohio
$570K – – –
LC
2229
Landaas & Company
Wisconsin
$570K – – –
BAG
2230
Briggs Advisory Group
Rhode Island
$568K – – –
TCM
2231
Tanaka Capital Management
New York
$567K -$33.5K -200 -6%
SIA
2232
Soltis Investment Advisors
Utah
$564K -$335 -2 -0.1%
RHP
2233
Royal Harbor Partners
Texas
$564K +$2.34K +14 +0.4%
WP
2234
Wealthspan Partners
Iowa
$563K -$15.9K -95 -3%
RFM
2235
Royal Fund Management
Florida
$562K -$15K -90 -3%
SIM
2236
SSI Investment Management
California
$562K -$5.88K -35 -1%
KMWM
2237
Keudell/Morrison Wealth Management
Oregon
$559K -$216K -1,291 -28%
LPIC
2238
LeJeune Puetz Investment Counsel
Michigan
$559K -$42.2K -252 -7%
WE
2239
Wealth Effects
Massachusetts
$559K – – –
HC
2240
Hamilton Capital
Ohio
$557K +$123K +737 +28%
CIP
2241
Convergence Investment Partners
Florida
$556K -$2.01K -12 -0.4%
GLA
2242
Good Life Advisors
Pennsylvania
$556K +$46.1K +275 +9%
ACM
2243
AUA Capital Management
Pennsylvania
$555K +$60.1K +359 +12%
AFM
2244
Andesa Financial Management
Pennsylvania
$553K -$32K -190 -5%
FIM
2245
Freedom Investment Management
Connecticut
$553K -$1.84K -11 -0.3%
SWIM
2246
Smallwood Wealth Investment Management
New Jersey
$552K -$2.01K -12 -0.4%
BWM
2247
Birchcreek Wealth Management
Ohio
$552K – – –
RTC
2248
Riverview Trust Company
Washington
$552K +$154K +920 +39%
RIM
2249
Rockbridge Investment Management
New York
$551K -$206K -1,211 -27%
PPWM
2250
Paragon Private Wealth Management
Kentucky
$548K +$241K +1,459 +79%
88 89
90
91 92