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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 %
ACM
2901
Ategra Capital Management
Virginia
$245K – – –
ODIJL
2902
One Day In July LLC
Vermont
$244K +$244K +1,352 New
WRPWM
2903
Werba Rubin Papier Wealth Management
California
$243K +$243K +1,337 New
KWM
2904
Keebeck Wealth Management
Illinois
$243K -$4.18K -23 -2%
PRWA
2905
Platte River Wealth Advisors
Colorado
$241K +$9.76K +54 +4%
KWA
2906
Kellett Wealth Advisors
Ohio
$241K – – –
SFMG
2907
Sage Financial Management Group
Virginia
$240K +$240K +1,330 New
DCM
2908
Dimension Capital Management
Florida
$240K +$240K +1,328 New
MAM
2909
McLean Asset Management
Virginia
$240K +$240K +1,327 New
WCAMG
2910
Woodard & Company Asset Management Group
North Carolina
$240K – – –
BBW
2911
Blue Barn Wealth
Utah
$239K -$9.94K -55 -4%
OFA
2912
Oak Family Advisors
Illinois
$239K – – –
HWM
2913
HighMark Wealth Management
Minnesota
$239K – – –
FA
2914
Fiducient Advisors
Illinois
$239K +$8.18K +45 +4%
LFS
2915
Legacy Financial Strategies
Kansas
$238K +$238K +1,319 New
PCM
2916
Princeton Capital Management
New Jersey
$238K +$238K +1,319 New
DIP
2917
Davis Investment Partners
North Carolina
$238K +$238K +1,339 New
LFG
2918
Lockerman Financial Group
California
$237K +$237K +1,314 New
PTCG
2919
Pring Turner Capital Group
California
$237K – – –
B
2920
Bridgeworth
Alabama
$236K +$2.35K +13 +1%
MAS
2921
Madden Advisory Services
Florida
$235K -$5.42K -30 -2%
MF
2922
Meridian Financial
Massachusetts
$235K – – –
MAP
2923
Milestone Advisory Partners
North Carolina
$235K -$10.5K -58 -4%
HWM
2924
Howard Wealth Management
Connecticut
$235K +$1.81K +10 +0.8%
FP
2925
Financial Perspectives
Minnesota
$234K – – –
115 116
117
118 119