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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 %
TIM
2301
Tortoise Investment Management
New York
$508K – – –
FAG
2302
Fortitude Advisory Group
Washington
$508K +$104K +621 +26%
MCA
2303
Morris Capital Advisors
Pennsylvania
$507K -$4.52K -27 -0.9%
TCM
2304
Traynor Capital Management
Pennsylvania
$507K -$1.84K -11 -0.4%
SFG
2305
Sunburst Financial Group
Alabama
$507K +$32.5K +194 +7%
CFO
2306
CVA Family Office
Colorado
$506K +$167 +1 +0%
PD
2307
Planning Directions
Pennsylvania
$505K -$25.3K -151 -5%
BCM
2308
Birmingham Capital Management
Alabama
$503K – – –
CCIA
2309
Cherry Creek Investment Advisors
Colorado
$501K +$1.51K +9 +0.3%
BMCM
2310
Bryn Mawr Capital Management
Pennsylvania
$501K +$270K +1,616 +117%
TIAM2
2311
Tru Independence Asset Management 2
Oregon
$499K -$51.7K -309 -9%
RHJA
2312
Rice Hall James & Associates
California
$498K -$4.85K -29 -1%
AP
2313
Advisors Preferred
Maryland
$498K +$498K +2,933 New
SLG
2314
Stanley-Laman Group
Pennsylvania
$498K +$498K +2,977 New
CBFP
2315
Cedar Brook Financial Partners
Ohio
$497K -$9.71K -58 -2%
PCMN
2316
Paradigm Capital Management (Nevada)
Nevada
$497K -$1.67K -10 -0.3%
AIM
2317
Allen Investment Management
New York
$496K -$838K -5,000 -63%
BFG
2318
Bouchey Financial Group
New York
$495K -$19.1K -114 -4%
MGWM
2319
Marks Group Wealth Management
Minnesota
$494K +$22.4K +134 +5%
IIA
2320
Integral Investment Advisors
California
$494K +$93.2K +557 +23%
SIG
2321
Spinnaker Investment Group
California
$493K -$2.36K -14 -0.5%
SAS
2322
Sanford Advisory Services
Michigan
$492K – – –
FIA
2323
Foundations Investment Advisors
Arizona
$492K +$18.4K +107 +4%
SFP
2324
Sterling Financial Planning
New Jersey
$491K +$502 +3 +0.1%
CA
2325
Carson Advisory
Georgia
$491K +$17.4K +104 +4%
91 92
93
94 95