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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 %
HCMG
2351
Howard Capital Management Group
California
$472K +$8.36K +50 +2%
SBF
2352
Sara-Bay Financial
Florida
$471K -$39.5K -236 -8%
PP
2353
Paloma Partners
Connecticut
$470K -$6.8M -40,621 -94%
WDG
2354
Wealth Dimensions Group
Ohio
$470K +$9.2K +55 +2%
ACM
2355
Alethea Capital Management
Washington
$469K -$33.5K -200 -7%
VC
2356
Veracity Capital
Georgia
$469K +$11.7K +70 +3%
AW
2357
Apricus Wealth
South Carolina
$467K -$2.63K -15 -0.6%
BWA
2358
BDO Wealth Advisors
Florida
$465K -$37K -221 -7%
EBSAM
2359
Eubel Brady & Suttman Asset Management
Ohio
$463K – – –
SC
2360
Steph & Co
Wisconsin
$461K – – –
CWM
2361
CCG Wealth Management
California
$461K +$170K +1,015 +58%
LSA
2362
L & S Advisors
California
$460K -$5.53M -33,043 -92%
CCFM
2363
Clear Creek Financial Management
Washington
$460K -$4.19K -25 -0.9%
PFA
2364
Pure Financial Advisors
California
$460K +$47.5K +284 +12%
PWM
2365
Paulson Wealth Management
Illinois
$459K -$33.5K -200 -7%
TWM
2366
Tradition Wealth Management
Minnesota
$458K +$68.1K +407 +17%
RF
2367
Resolute Financial
Massachusetts
$457K +$167 +1 +0%
SFG
2368
Steward Financial Group
Texas
$457K +$5.86K +35 +1%
EWA
2369
ERTS Wealth Advisors
Michigan
$456K -$27.3K -163 -6%
SFS
2370
Stiles Financial Services
Minnesota
$456K +$44.7K +267 +11%
FA
2371
Financial Advisors
Massachusetts
$455K +$670 +4 +0.1%
PPW
2372
Pinnacle Private Wealth
Massachusetts
$454K -$40.3K -241 -8%
SIA
2373
Strategic Investment Advisors
Michigan
$454K +$42.5K +254 +10%
HWM
2374
Hohimer Wealth Management
Washington
$452K -$4.24M -25,303 -90%
RI
2375
Ridgewood Investments
New Jersey
$452K -$369K -2,205 -45%
93 94
95
96 97