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PepsiCo
PEP

Overview Fund Activity

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.16B
2
BlackRock
BlackRock
New York
+$566M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$440M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$340M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$439M
3
Franklin Resources
Franklin Resources
California
-$438M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$346M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
2301
South Street Advisors
New York
$511K – – –
SFG
2302
Sunburst Financial Group
Alabama
$511K +$6.17K +37 +1%
D
2303
Diversified
Delaware
$510K +$167 +1 +0%
CGH
2304
CMG Global Holdings
Texas
$509K -$17.2K -103 -3%
FPWM
2305
FSB Premier Wealth Management
Iowa
$509K -$333 -2 -0.1%
DIM
2306
Delta Investment Management
California
$509K – – –
IFS
2307
Intelligent Financial Strategies
Minnesota
$508K -$16K -96 -3%
MIM
2308
Merrion Investment Management
New Jersey
$507K – – –
PD
2309
Planning Directions
Pennsylvania
$505K +$2.5K +15 +0.5%
SGK
2310
Steigerwald Gordon & Koch
Virginia
$504K +$66.9K +401 +15%
TCM
2311
Traynor Capital Management
Pennsylvania
$503K -$1.67K -10 -0.3%
KP
2312
Keel Point
Alabama
$502K +$31.7K +180 +7%
CCIA
2313
Cherry Creek Investment Advisors
Colorado
$501K +$1.67K +10 +0.3%
TIAM2
2314
Tru Independence Asset Management 2
Oregon
$501K +$3.5K +21 +0.7%
BCM
2315
Birmingham Capital Management
Alabama
$500K – – –
BFG
2316
Bouchey Financial Group
New York
$500K +$7.34K +44 +1%
BMCM
2317
Bryn Mawr Capital Management
Pennsylvania
$498K -$1.17K -7 -0.2%
SPWM
2318
Spartan Planning & Wealth Management
North Carolina
$496K -$172K -1,033 -26%
RHJA
2319
Rice Hall James & Associates
California
$496K – – –
WH
2320
Willner & Heller
California
$496K +$8K +48 +2%
SFG
2321
Steward Financial Group
Texas
$496K +$41.3K +248 +9%
FNBSF
2322
First National Bank Sioux Falls
South Dakota
$494K -$150K -901 -23%
MCA
2323
Morris Capital Advisors
Pennsylvania
$493K -$11.2K -67 -2%
AIM
2324
Allen Investment Management
New York
$493K – – –
LHC
2325
Little House Capital
Massachusetts
$493K +$74.9K +449 +18%
91 92
93
94 95