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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 %
ACA
2726
Atlas Capital Advisors
Wyoming
$319K – – –
KFA
2727
Kapstone Financial Advisors
Ohio
$319K +$319K +1,875 New
BWM
2728
BigSur Wealth Management
Florida
$318K – – –
VP
2729
Verum Partners
North Carolina
$318K +$318K +1,761 New
HH
2730
HWG Holdings
Texas
$318K -$84.4K -467 -21%
PWMG
2731
Provence Wealth Management Group
California
$317K +$317K +1,757 New
CWM
2732
Chemistry Wealth Management
New York
$317K +$18.1K +100 +6%
FCFC
2733
First Citizens Financial Corp
Iowa
$317K +$41.5K +230 +15%
ZIG
2734
Zuckerman Investment Group
Illinois
$317K -$37K -205 -10%
SC
2735
Sierra Capital
Florida
$316K – – –
GAM
2736
Gemmer Asset Management
California
$316K – – –
HPM
2737
Hoxton Planning & Management
West Virginia
$316K +$316K +1,747 New
LIG
2738
Lokken Investment Group
Delaware
$315K – – –
SGCA
2739
Steel Grove Capital Advisors
Tennessee
$314K – – –
RIM
2740
Rockbridge Investment Management
New York
$313K +$78.4K +434 +33%
THL
2741
Tillman Hartley LLC
Colorado
$313K +$313K +1,733 New
EG
2742
Ellerson Group
Maryland
$313K +$313K +1,730 New
RAM
2743
Riggs Asset Management
Pennsylvania
$313K -$2.89K -16 -0.9%
LBWM
2744
Left Brain Wealth Management
Illinois
$313K +$313K +1,731 New
FNC
2745
First National Corp
Massachusetts
$312K – – –
APA
2746
Astoria Portfolio Advisors
New York
$311K +$37.7K +222 +14%
HCA
2747
Heck Capital Advisors
Wisconsin
$311K +$4.88K +27 +2%
MWA
2748
Motive Wealth Advisors
Michigan
$310K +$43.2K +239 +16%
GKWIM
2749
Gerber Kawasaki Wealth & Investment Management
California
$310K +$1.27K +7 +0.4%
MA
2750
MKT Advisors
California
$308K +$4.09K +23 +1%
108 109
110
111 112