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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 %
GC
2426
Garde Capital
Washington
$418K -$4.85K -29 -1%
HS
2427
Horan Securities
United States
$418K – – –
DMC
2428
Drexel Morgan & Co
Pennsylvania
$418K – – –
WCG
2429
Weaver Consulting Group
California
$418K – – –
KA
2430
Kercheville Advisors
Texas
$418K +$159K +950 +61%
HA
2431
HFG Advisors
Ohio
$416K – – –
IA
2432
Integrity Advisory
Kansas
$415K +$415K +2,480 New
MCM
2433
Monument Capital Management
Virginia
$414K +$52.1K +311 +14%
SL
2434
Salomon & Ludwin
Virginia
$413K +$98.5K +589 +31%
HC
2435
Hoese & Co
Minnesota
$410K +$24.3K +145 +6%
SA
2436
SL Advisors
New Jersey
$409K -$6.02K -36 -1%
ECAM
2437
East Coast Asset Management
Massachusetts
$409K – – –
MGAM
2438
McGowan Group Asset Management
Texas
$409K +$670 +4 +0.2%
FFS
2439
Founders Financial Securities
Maryland
$409K +$12K +72 +3%
TFF
2440
The Family Firm
Maryland
$407K -$39.6K -237 -9%
BMM
2441
Buffington Mohr McNeal
Idaho
$406K -$39K -233 -9%
JCA
2442
January Capital Advisors
California
$406K -$17.7K -106 -4%
NED
2443
Nancy E. Dempze
$406K – – –
JAFL
2444
Jay A. Fishman Ltd
Michigan
$406K – – –
VFA
2445
Voya Financial Advisors
Connecticut
$405K -$73.4K -437 -15%
CM
2446
Columbus Macro
Pennsylvania
$405K -$7.03K -42 -2%
WLIM
2447
White Lighthouse Investment Management
Massachusetts
$404K – – –
CWMGP
2448
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$403K +$4.02K +24 +1%
AFS
2449
Axiom Financial Strategies
Indiana
$403K +$9.91K +58 +3%
LF
2450
LifeSteps Financial
California
$403K +$63.4K +379 +19%
96 97
98
99 100