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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 %
SRAM
2701
Spouting Rock Asset Management
Pennsylvania
$330K -$217K -1,188 -40%
BBNB
2702
Baker Boyer National Bank
Washington
$329K -$911 -5 -0.3%
OWM
2703
Orgel Wealth Management
Wisconsin
$328K -$15.3K -84 -4%
WP
2704
WealthSpring Partners
California
$328K – – –
TA
2705
Trellis Advisors
Washington
$328K +$1.64K +9 +0.5%
BFA
2706
Beacon Financial Advisory
Ohio
$327K +$1.82K +10 +0.6%
KFS
2707
Kelly Financial Services
Massachusetts
$327K +$22.2K +122 +7%
RIM
2708
Rockbridge Investment Management
New York
$327K +$10.9K +60 +3%
CAWM
2709
Capital Advisors Wealth Management
Washington
$327K +$911 +5 +0.3%
DA
2710
Drake & Associates
Wisconsin
$325K -$96.1K -527 -23%
BCM
2711
Blume Capital Management
California
$325K +$24.2K +133 +8%
HCA
2712
Heck Capital Advisors
Wisconsin
$325K +$11.1K +61 +4%
WMA
2713
Wealth Management Associates
New Jersey
$324K -$40.5K -222 -11%
LIG
2714
Lokken Investment Group
Delaware
$324K +$6.75K +37 +2%
PC
2715
Port Capital
Illinois
$324K +$911 +5 +0.3%
RPSA
2716
Richard P. Slaughter Associates
Texas
$323K +$49.4K +271 +18%
CBOR
2717
Community Bank of Raymore
Missouri
$323K – – –
CWA
2718
Centennial Wealth Advisory
Michigan
$322K +$86K +472 +36%
ACA
2719
Atlas Capital Advisors
Wyoming
$322K – – –
SIS
2720
Strategic Investment Solutions
Illinois
$322K – – –
CWM
2721
Chemistry Wealth Management
New York
$322K +$1.64K +9 +0.5%
GAB
2722
German American Bancorp
Indiana
$320K +$10K +55 +3%
IWN
2723
Independent Wealth Network
Iowa
$319K +$40.1K +220 +14%
BWM
2724
BigSur Wealth Management
Florida
$319K – – –
MA
2725
MKT Advisors
California
$319K +$1.1K +6 +0.3%
107 108
109
110 111