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PepsiCo
PEP

Overview Fund Activity

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$224M
3
Bank of America
Bank of America
North Carolina
+$222M
4
Goldman Sachs
Goldman Sachs
New York
+$173M
5
Invesco
Invesco
Georgia
+$161M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$593M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$502M
3
Man Group
Man Group
United Kingdom
-$361M
4
Sanders Capital
Sanders Capital
Florida
-$259M
5
Capital International Investors
Capital International Investors
California
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
2551
Almanack Investment Partners
Pennsylvania
$425K +$729 +4 +0.2%
VRM
2552
Vectors Research Management
New York
$423K – – –
HC
2553
HNP Capital
New York
$423K – – –
CWM
2554
Centurion Wealth Management
Virginia
$421K -$22.1K -121 -5%
CM
2555
Columbus Macro
Pennsylvania
$420K -$1.29K -7 -0.3%
HA
2556
Hofer & Associates
California
$419K – – –
AWA
2557
Amplius Wealth Advisors
Pennsylvania
$419K +$169K +926 +68%
BBA
2558
Braun-Bostich & Associates
Pennsylvania
$418K +$37.7K +207 +10%
SAM
2559
Secure Asset Management
Michigan
$417K -$13.3K -73 -3%
SAA
2560
Southeast Asset Advisors
Georgia
$414K +$140K +769 +51%
TC
2561
TAGStone Capital
North Carolina
$413K +$2.37K +13 +0.6%
RFA
2562
Register Financial Advisors
Georgia
$412K -$36.1K -198 -8%
RWA
2563
Redhawk Wealth Advisors
Minnesota
$412K -$16K -88 -4%
AWP
2564
Accretive Wealth Partners
New Jersey
$411K – – –
SB
2565
Sunflower Bank
Texas
$411K +$1.64K +9 +0.4%
DU
2566
Delphia (USA)
Ontario, Canada
$410K +$141K +773 +52%
SFG
2567
Sterling Financial Group
California
$409K – – –
HWM
2568
Hohimer Wealth Management
Washington
$409K – – –
CCT
2569
Capital City Trust
Florida
$407K +$32.5K +178 +9%
KWM
2570
Kolinsky Wealth Management
New Jersey
$406K -$17.3K -95 -4%
CCM
2571
Cox Capital Management
Massachusetts
$405K -$9.12K -50 -2%
BDFN
2572
Bond & Devick Financial Network
Minnesota
$405K – – –
DA
2573
Doliver Advisors
Texas
$405K +$5.65K +31 +1%
IF
2574
Insight Folios
North Carolina
$404K -$10.8K -59 -3%
MFA
2575
McClarren Financial Advisors
Pennsylvania
$404K +$5.09K +28 +1%
101 102
103
104 105