PEP icon

PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
2751
Claris Advisors
Missouri
$320K – – –
TFM
2752
TFC Financial Management
Massachusetts
$320K +$678 +4 +0.2%
WAOI
2753
Wealth Advisors of Iowa
Iowa
$320K -$16.3K -96 -5%
AWM
2754
Ameliora Wealth Management
Switzerland
$320K +$46.4K +274 +17%
UBG
2755
United Bank (Georgia)
Georgia
$320K – – –
NWA
2756
Navis Wealth Advisors
New York
$319K – – –
KFS
2757
Kelly Financial Services
Massachusetts
$319K -$3.56K -21 -1%
OWA
2758
Opal Wealth Advisors
New York
$318K -$32.5K -192 -9%
HWM
2759
Horizon Wealth Management
Illinois
$318K +$5.08K +30 +2%
IF
2760
Ironwood Financial
Arizona
$317K – – –
BWM
2761
Benchmark Wealth Management
Connecticut
$317K -$10.2K -60 -3%
FI
2762
Financial Insights
Washington
$316K +$490 +3 +0.2%
KFA
2763
Kapstone Financial Advisors
Ohio
$316K +$1.02K +6 +0.3%
MWP
2764
Madison Wealth Partners
Wisconsin
$315K +$339 +2 +0.1%
BCMLT
2765
Beacon Capital Management LLC (Tennessee)
Tennessee
$315K – – –
MSR
2766
Main Street Research
Connecticut
$313K -$28.8K -170 -8%
WR
2767
WD Rutherford
Oregon
$313K +$313K +1,850 New
CA
2768
Centerpoint Advisors
Massachusetts
$313K – – –
HA
2769
Harfst & Associates
Wyoming
$312K – – –
AFAS
2770
Acorn Financial Advisory Services
Virginia
$311K +$6.1K +36 +2%
RIM
2771
Rockbridge Investment Management
New York
$309K +$5.08K +30 +2%
IWN
2772
Independent Wealth Network
Iowa
$307K +$2.37K +14 +0.8%
PC
2773
Port Capital
Illinois
$307K +$5.26K +31 +2%
IAS
2774
IMA Advisory Services
Colorado
$307K – – –
BAM
2775
Bosun Asset Management
Illinois
$306K – – –
109 110
111
112 113