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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 %
IAS
2776
IMA Advisory Services
Colorado
$298K +$9.58K +53 +3%
MW
2777
MBL Wealth
North Carolina
$297K +$24.4K +135 +9%
AFA
2778
American Financial Advisors
Georgia
$295K +$723 +4 +0.2%
FCM
2779
Firestone Capital Management
Florida
$295K – – –
SFC
2780
SYM Financial Corp
Indiana
$295K – – –
TA
2781
TFB Advisors
Kansas
$293K +$293K +1,623 New
HCMG
2782
Howard Capital Management Group
California
$293K -$217K -1,200 -43%
CM
2783
Capital Management
Virginia
$292K – – –
AWM
2784
Ameliora Wealth Management
Switzerland
$292K – – –
CP
2785
Coho Partners
Pennsylvania
$291K – – –
WQ
2786
Wealth Quarterback
New Jersey
$290K +$6.69K +37 +2%
OWA
2787
Opal Wealth Advisors
New York
$290K +$2.53K +14 +0.9%
WGAM
2788
Wilkinson Global Asset Management
New York
$290K – – –
APS
2789
American Planning Services
Florida
$289K +$289K +1,600 +160,000%
SFS
2790
Starfox Financial Services
Texas
$289K – – –
BC
2791
Brio Consultants
California
$289K +$18.1K +100 +7%
LAM
2792
Lakewood Asset Management
Illinois
$289K +$289K +1,597 New
FWM
2793
Focused Wealth Management
New York
$287K -$7.77K -43 -3%
CCM
2794
Colorado Capital Management
Colorado
$287K +$18K +100 +7%
GP
2795
Greenline Partners
New York
$287K – – –
CG
2796
Corundum Group
Colorado
$286K +$19.9K +110 +7%
SAIG
2797
Semper Augustus Investments Group
Colorado
$286K – – –
SAM
2798
Security Asset Management
New York
$286K – – –
FAM
2799
Flaharty Asset Management
Florida
$285K +$32.9K +182 +13%
EAM
2800
Evanson Asset Management
California
$284K -$205K -1,135 -42%
110 111
112
113 114