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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 %
PWP
2276
Perfromance Wealth Partners
Illinois
$525K -$10.7K -64 -2%
CAL
2277
Capital Advisors Ltd
Ohio
$525K -$1.51K -9 -0.3%
HHGA
2278
Halbert Hargrove Global Advisors
California
$525K +$36.3K +217 +7%
BA
2279
Ballast Advisors
Minnesota
$522K -$4.52K -27 -0.9%
PWA
2280
PCG Wealth Advisors
Kansas
$522K +$52.2K +312 +11%
SFA
2281
Semmax Financial Advisors
North Carolina
$521K -$70.2K -419 -12%
PA
2282
Probity Advisors
Texas
$521K -$49.1K -293 -9%
DC
2283
DeDora Capital
California
$520K -$3.38M -20,205 -87%
SIC
2284
Samalin Investment Counsel
New York
$520K +$95.6K +571 +23%
GAMC
2285
Garner Asset Management Corp
Texas
$519K – – –
BFA
2286
BMS Financial Advisors
South Dakota
$519K +$29.1K +174 +6%
BAAM
2287
Baker Avenue Asset Management
California
$519K +$46.3K +277 +10%
TAM
2288
Trillium Asset Management
Massachusetts
$519K +$146K +872 +39%
TWA
2289
Tillar-Wenstrup Advisors
Ohio
$515K – – –
MIM
2290
Marco Investment Management
Georgia
$515K +$2.35K +14 +0.5%
WA
2291
Waverly Advisors
Alabama
$515K +$9.54K +57 +2%
TFM
2292
TFC Financial Management
Massachusetts
$514K – – –
SSA
2293
South Street Advisors
New York
$513K – – –
TCM
2294
Tradewinds Capital Management
Washington
$513K +$1.67K +10 +0.3%
D
2295
Diversified
Delaware
$512K -$11.2K -67 -2%
DIM
2296
Delta Investment Management
California
$511K +$335 +2 +0.1%
SFI
2297
SPC Financial Inc
Maryland
$510K -$13.2K -79 -3%
IFA
2298
Index Fund Advisors
California
$509K -$21.9K -131 -4%
MIM
2299
Merrion Investment Management
New Jersey
$509K – – –
WH
2300
Willner & Heller
California
$509K – – –
90 91
92
93 94