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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 %
MAS
2901
Madden Advisory Services
Florida
$238K +$365 +2 +0.2%
MF
2902
Meridian Financial
Massachusetts
$237K – – –
HWM
2903
Howard Wealth Management
Connecticut
$237K – – –
MAP
2904
Milestone Advisory Partners
North Carolina
$237K – – –
JLBC
2905
J.L. Bainbridge & Co
Florida
$237K +$3.28K +18 +1%
FP
2906
Financial Perspectives
Minnesota
$237K – – –
NFSG
2907
Newbridge Financial Services Group
Florida
$237K -$18.4K -101 -7%
PCM
2908
Princeton Capital Management
New Jersey
$236K -$4.38K -24 -2%
ACM
2909
Armbruster Capital Management
New York
$236K – – –
SC
2910
Sawyer & Company
Massachusetts
$236K -$14.7K -80 -6%
RW
2911
RVW Wealth
California
$235K -$45.2K -248 -16%
AFGAS
2912
Allegiance Financial Group Advisory Services
Virginia
$235K +$912 +5 +0.4%
WSWA
2913
Warren Street Wealth Advisors
California
$234K +$234K +1,286 New
MAM
2914
Milestone Asset Management
Pennsylvania
$234K -$3.28K -18 -1%
NJBEST
2915
New Jersey Better Educational Savings Trust
New Jersey
$234K – – –
PRWA
2916
Platte River Wealth Advisors
Colorado
$233K -$9.84K -54 -4%
PWA
2917
Peterson Wealth Advisors
Utah
$233K – – –
CCM
2918
Canal Capital Management
Virginia
$233K -$912 -5 -0.4%
SWP
2919
Semus Wealth Partners
Florida
$232K +$18.1K +99 +8%
TWM
2920
TriaGen Wealth Management
California
$232K +$5.65K +31 +2%
LFG
2921
Lockerman Financial Group
California
$231K -$8.2K -45 -3%
FFA
2922
Fairfield Financial Advisors
Massachusetts
$231K +$1.09K +6 +0.5%
WCAMG
2923
Woodard & Company Asset Management Group
North Carolina
$231K -$10.9K -60 -5%
EFG
2924
Ethos Financial Group
Pennsylvania
$231K +$8.39K +46 +4%
PTCG
2925
Pring Turner Capital Group
California
$231K -$8.57K -47 -4%
115 116
117
118 119