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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 %
WCM
2401
Wedge Capital Management
North Carolina
$433K +$16.4K +98 +4%
BI
2402
Ballast Inc
Kentucky
$433K +$25.1K +150 +6%
AC
2403
Apella Capital
Connecticut
$433K +$28.8K +172 +7%
GWA
2404
GGM Wealth Advisors
Maryland
$432K +$214K +1,243 +99%
OWM
2405
Opes Wealth Management
California
$431K -$76.3K -456 -15%
FA
2406
Fagan Associates
New York
$431K -$2.51K -15 -0.6%
VRM
2407
Vectors Research Management
New York
$428K -$120K -715 -22%
HC
2408
HNP Capital
New York
$428K -$120K -715 -22%
OPOWM
2409
One Plus One Wealth Management
Florida
$428K – – –
SFS
2410
Summit Financial Strategies
Ohio
$427K -$19.4K -116 -4%
PWAC
2411
Private Wealth Advisors (California)
California
$426K -$35.8K -214 -8%
AIFAIM
2412
American Institute for Advanced Investment Management
Arizona
$426K – – –
BA
2413
Ballew Advisors
Mississippi
$426K +$173 +1 +0%
CWS
2414
Cypress Wealth Services
California
$426K +$9.71K +58 +2%
SFP
2415
Sweet Financial Partners
Minnesota
$425K -$3.85K -23 -0.9%
ACA
2416
Ackerman Capital Advisors
Texas
$425K – – –
BWA
2417
Burt Wealth Advisors
Maryland
$424K +$670 +4 +0.2%
CC
2418
Callan Capital
California
$423K +$33.1K +198 +8%
DA
2419
Doliver Advisors
Texas
$422K +$422K +2,520 New
WMA
2420
West Michigan Advisors
Michigan
$421K +$26.1K +156 +7%
LWA
2421
Lenox Wealth Advisors
New York
$421K +$156K +902 +59%
EAM
2422
EFG Asset Management
Oregon
$421K +$421K +2,518 New
LHC
2423
Little House Capital
Massachusetts
$420K +$32.5K +194 +8%
TFA
2424
Teamwork Financial Advisors
Texas
$419K -$496K -2,964 -54%
DBRC
2425
D.B. Root & Company
Pennsylvania
$418K -$8.87K -53 -2%
95 96
97
98 99