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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 %
RWI
2851
Red Wave Investments
Pennsylvania
$265K -$51.5K -285 -16%
BWFA
2852
Baltimore-Washington Financial Advisors
Maryland
$264K +$264K +1,462 New
SIA
2853
Sage Investment Advisers
New York
$264K – – –
CC
2854
Corton Capital
Ontario, Canada
$263K -$40.3K -223 -13%
KOC
2855
Koss-Olinger Consulting
Florida
$263K -$543 -3 -0.2%
FWM
2856
Fingerlakes Wealth Management
New York
$262K -$181 -1 -0.1%
CFO
2857
Collective Family Office
Pennsylvania
$261K -$5.6K -31 -2%
LSWM
2858
Lorne Steinberg Wealth Management
Canada
$261K – – –
EWP
2859
Engrave Wealth Partners
Texas
$261K -$43.6K -254 -14%
NLP
2860
Next Level Private
New York
$261K +$261K +1,454 New
IAG
2861
Investment Advisory Group
Massachusetts
$260K – – –
BWM
2862
BCGM Wealth Management
Indiana
$259K -$2.17K -12 -0.8%
WAL
2863
W Advisors LLC
Tennessee
$259K +$26.2K +145 +11%
BIP
2864
Blue Investment Partners
California
$259K +$259K +1,432 New
HCP
2865
Holt Capital Partners
Texas
$257K – – –
CWA
2866
CJM Wealth Advisers
Virginia
$257K – – –
POIA
2867
Pin Oak Investment Advisors
Texas
$257K -$22.3K -123 -8%
OCM
2868
Osterweis Capital Management
California
$257K +$58K +321 +29%
AP
2869
Adero Partners
California
$257K +$257K +1,422 New
ANB
2870
Amarillo National Bank
Texas
$257K – – –
HFW
2871
Horizon Family Wealth
Illinois
$256K +$1.99K +11 +0.8%
Cohen & Steers
2872
Cohen & Steers
New York
$255K -$84.9K -471 -25%
PFA
2873
Pathway Financial Advisors
Vermont
$255K -$30.4K -168 -11%
IFPG
2874
Intrepid Financial Planning Group
Indiana
$255K – – –
PWM
2875
Provident Wealth Management
Tennessee
$255K +$542 +3 +0.2%
113 114
115
116 117