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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 %
SWM
2601
Sugarloaf Wealth Management
Georgia
$388K +$56.5K +310 +17%
GSC
2602
Grey Street Capital
Illinois
$386K +$386K +2,120 New
TC
2603
Truvestments Capital
Florida
$386K -$9.48K -52 -2%
PFG
2604
Pinnacle Financial Group
Illinois
$386K +$13.9K +76 +4%
3F
2605
360 Financial
Minnesota
$384K – – –
JF
2606
JSF Financial
California
$384K +$24.6K +135 +7%
AIA
2607
Angeles Investment Advisors
California
$383K +$383K +2,103 New
OCPWS
2608
One Charles Private Wealth Services
Massachusetts
$383K +$1.64K +9 +0.4%
QWM
2609
QP Wealth Management
New Jersey
$383K – – –
RIM
2610
RW Investment Management
Idaho
$383K – – –
WPA
2611
Winning Points Advisors
Florida
$381K – – –
OMC
2612
Overbrook Management Corp
New York
$379K – – –
PAG
2613
Private Advisory Group
Washington
$379K -$11.7K -64 -3%
RWP
2614
Revolve Wealth Partners
New Jersey
$379K -$19.5K -107 -5%
SC
2615
SRB Corp
Massachusetts
$378K -$77.8K -427 -17%
NC
2616
NBW Capital
Massachusetts
$378K +$19.9K +109 +6%
HWA
2617
HHM Wealth Advisors
Tennessee
$377K +$35.2K +193 +10%
PCH
2618
PGIM Custom Harvest
New Jersey
$377K +$36.3K +199 +11%
ESCM
2619
Echo Street Capital Management
New York
$377K -$436K -2,393 -54%
OBGC
2620
O'Brien Greene & Co
Pennsylvania
$377K – – –
CF
2621
Corrigan Financial
Rhode Island
$374K -$1.82K -10 -0.5%
TCPWM
2622
Traverso Chambers Private Wealth Management
California
$374K +$16.6K +91 +5%
SAM
2623
Shikiar Asset Management
New York
$374K +$374K +2,050 New
JAFL
2624
Jay A. Fishman Ltd
Michigan
$374K – – –
KLI
2625
Kelman-Lazarov Inc
Tennessee
$374K -$547 -3 -0.1%
103 104
105
106 107