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PepsiCo
PEP

Overview Fund Activity

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$836M
2
BlackRock
BlackRock
New York
+$612M
3
Bank of America
Bank of America
North Carolina
+$474M
4
CSA
Cottage Street Advisors
Massachusetts
+$359M
5
Barclays
Barclays
United Kingdom
+$334M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
4
Millennium Management
Millennium Management
New York
-$263M
5
Citadel Advisors
Citadel Advisors
Florida
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
2651
Commons Capital
Massachusetts
$360K – – –
HA
2652
Harfst & Associates
Wyoming
$360K – – –
GCP
2653
Gill Capital Partners
Colorado
$360K +$360K +1,991 New
CSB
2654
City State Bank
Iowa
$359K – – –
DWM
2655
Darwin Wealth Management
Florida
$359K -$16.6K -95 -4%
TCM
2656
Tradewinds Capital Management
Washington
$359K +$12.5K +69 +4%
DI
2657
Diligent Investors
California
$358K +$1.63K +9 +0.5%
TI
2658
Truepoint Inc
Ohio
$358K +$9.39K +52 +3%
WAOI
2659
Wealth Advisors of Iowa
Iowa
$358K – – –
JF
2660
JSF Financial
California
$356K +$2.71K +15 +0.8%
I
2661
IMPACTfolio
Colorado
$356K -$9.21K -51 -3%
Loomis, Sayles & Company
2662
Loomis, Sayles & Company
Massachusetts
$356K -$2.71K -15 -0.8%
FFA
2663
Farther Finance Advisors
California
$356K +$356K +1,970 New
IAG
2664
Ipsen Advisor Group
Arkansas
$356K +$356K +1,969 New
JPMIA
2665
J.P. Marvel Investment Advisors
Massachusetts
$355K – – –
RWM
2666
Rench Wealth Management
Texas
$355K +$2.35K +13 +0.7%
MM
2667
Meridian Management
Arkansas
$355K – – –
HA
2668
HFG Advisors
Ohio
$355K – – –
NC
2669
NBW Capital
Massachusetts
$355K +$16.1K +89 +5%
TCPWM
2670
Traverso Chambers Private Wealth Management
California
$355K +$3.98K +22 +1%
IAM
2671
Innovis Asset Management
Illinois
$354K +$354K +1,960 New
NEWAS
2672
N.E.W. Advisory Services
Wisconsin
$353K +$43.2K +239 +14%
QT
2673
Quantbot Technologies
New York
$353K +$353K +1,954 New
CA
2674
Claris Advisors
Missouri
$352K +$7.95K +44 +2%
VFP
2675
Verus Financial Partners
Virginia
$352K -$296K -1,730 -46%
105 106
107
108 109