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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 %
PCA
2876
Peddock Capital Advisors
Massachusetts
$250K +$15.9K +87 +7%
HFA
2877
High Falls Advisors
New York
$249K +$365 +2 +0.1%
DCM
2878
DGS Capital Management
New Jersey
$248K -$182 -1 -0.1%
WRPWM
2879
Werba Rubin Papier Wealth Management
California
$248K +$3.83K +21 +2%
DCM
2880
Dimension Capital Management
Florida
$247K +$5.29K +29 +2%
ACM
2881
Ategra Capital Management
Virginia
$247K – – –
ODIJL
2882
One Day In July LLC
Vermont
$246K – – –
PCMK
2883
Paragon Capital Management (Kansas)
Kansas
$245K +$8.57K +47 +4%
DIP
2884
Davis Investment Partners
North Carolina
$244K – – –
LTI
2885
Laffer Tengler Investments
Tennessee
$243K -$8.93K -49 -4%
KWA
2886
Kellett Wealth Advisors
Ohio
$243K +$182 +1 +0.1%
AW
2887
Alaethes Wealth
Nevada
$243K +$243K +1,331 New
W
2888
WealthOne
New York
$243K +$8.2K +45 +3%
PMG
2889
Private Management Group
California
$242K +$6.93K +38 +3%
FNBOMD
2890
First National Bank of Mount Dora
Florida
$242K -$6.02K -33 -2%
CM
2891
Capula Management
Cayman Islands
$241K -$2.85M -15,610 -92%
WA
2892
WESPAC Advisors
California
$241K +$241K +1,321 New
LFS
2893
Legacy Financial Strategies
Kansas
$241K +$365 +2 +0.2%
ML
2894
McAdam LLC
Pennsylvania
$241K +$241K +1,321 New
PAG
2895
Paladin Advisory Group
Iowa
$240K +$240K +1,314 New
EWP
2896
Elevation Wealth Partners
California
$239K +$239K +1,313 New
PCM
2897
Pennsylvania Capital Management
Pennsylvania
$239K – – –
BAM
2898
Brave Asset Management
New Jersey
$239K +$10.8K +59 +5%
CFAM
2899
Coury Firm Asset Management
Pennsylvania
$238K +$3.28K +18 +1%
CW
2900
Cook Wealth
North Carolina
$238K +$238K +1,256 New
114 115
116
117 118