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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 %
FFG
2676
Ford Financial Group
California
$350K +$4.88K +27 +1%
AWC
2677
Abundance Wealth Counselors
Pennsylvania
$350K -$9.75K -54 -3%
P
2678
&Partners
Tennessee
$350K -$32.7K -181 -9%
BAM
2679
Bellevue Asset Management
Washington
$350K +$180 +1 +0.1%
BWM
2680
Benchmark Wealth Management
Connecticut
$349K – – –
CCIA
2681
Campbell & Co Investment Adviser
Maryland
$349K +$349K +1,931 New
AFP
2682
Alpha Financial Partners
Kentucky
$348K +$348K +1,929 New
PO
2683
Private Ocean
California
$348K -$4.16K -23 -1%
KBFS
2684
Kohmann Bosshard Financial Services
Ohio
$346K +$42.5K +235 +14%
MWM
2685
Merriman Wealth Management
Washington
$346K -$181 -1 -0.1%
CCC
2686
Chelsea Counsel Company
California
$345K – – –
GWM
2687
Gray Wealth Management
Maine
$345K +$25.1K +139 +8%
AIP
2688
Ahrens Investment Partners
Louisiana
$345K – – –
IF
2689
Ironwood Financial
Arizona
$344K +$2.53K +14 +0.7%
3F
2690
360 Financial
Minnesota
$344K – – –
DFG
2691
Demars Financial Group
Washington
$344K -$38.8K -215 -10%
KBG
2692
Kahn Brothers Group
New York
$343K – – –
OWM
2693
Orgel Wealth Management
Wisconsin
$340K -$723 -4 -0.2%
NWA
2694
Navis Wealth Advisors
New York
$340K – – –
HWA
2695
HHM Wealth Advisors
Tennessee
$339K – – –
RIM
2696
Redwood Investment Management
Arizona
$339K -$146K -812 -30%
PCH
2697
PGIM Custom Harvest
New Jersey
$338K +$338K +1,871 New
ORC
2698
O'Rourke & Company
Massachusetts
$337K – – –
TW
2699
Transform Wealth
Colorado
$336K +$95.9K +530 +40%
CCA
2700
Conestoga Capital Advisors
Pennsylvania
$334K +$72.3K +400 +28%
106 107
108
109 110