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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 %
CIC
2451
Cornercap Investment Counsel
Georgia
$403K +$120K +716 +42%
SMA
2452
Sage Mountain Advisors
Georgia
$402K -$810K -4,838 -67%
FNBOSM
2453
First National Bank of South Miami
Florida
$402K -$837 -5 -0.2%
SOAMC
2454
Spirit of America Management Corp
New York
$402K – – –
TC
2455
Toews Corporation
New Jersey
$402K +$402K +2,400 New
CHAM
2456
Clear Harbor Asset Management
Connecticut
$401K – – –
CSWG
2457
Cardinal Strategic Wealth Guidance
Kentucky
$399K -$2.18K -13 -0.5%
DHGWA
2458
Dixon Hughes Goodman Wealth Advisors
North Carolina
$399K +$99.1K +592 +33%
LAM
2459
L2 Asset Management
Massachusetts
$398K +$64.1K +383 +19%
KLI
2460
Kelman-Lazarov Inc
Tennessee
$396K – – –
AWP
2461
Abacus Wealth Partners
California
$395K -$172K -1,027 -30%
CWM
2462
Circle Wealth Management
New Jersey
$395K -$374K -2,238 -49%
QWM
2463
QP Wealth Management
New Jersey
$393K – – –
RP
2464
Rowlandmiller & Partners
Georgia
$392K -$54.4K -325 -12%
PFG
2465
Pinnacle Financial Group
Illinois
$392K -$491K -2,932 -56%
TRIA
2466
Trail Ridge Investment Advisors
Colorado
$392K -$2.01K -12 -0.5%
AR
2467
Apeiron RIA
Texas
$392K – – –
HGWM
2468
Horst & Graben Wealth Management
Oregon
$392K +$3.34K +20 +0.9%
BFA
2469
Buttonwood Financial Advisors
Maryland
$392K +$392K +2,342 New
WAC
2470
William Allan Corp
Colorado
$389K +$3.02K +18 +0.8%
OMC
2471
Old Mission Capital
Illinois
$389K +$389K +2,324 New
TW
2472
TrinityPoint Wealth
Connecticut
$388K -$29.4K -176 -7%
GPWA
2473
Great Point Wealth Advisors
Massachusetts
$388K – – –
SFC
2474
SYM Financial Corp
Indiana
$388K +$8.37K +50 +2%
PGA
2475
Portland Global Advisors
Maine
$386K -$29.4K -176 -7%
97 98
99
100 101