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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 %
BAM
2951
Brave Asset Management
New Jersey
$226K – – –
SC
2952
Seldon Capital
California
$226K – – –
TA
2953
Townsend & Associates
Colorado
$225K +$356 +2 +0.2%
SFA
2954
Semmax Financial Advisors
North Carolina
$225K -$7.75K -44 -3%
SPWG
2955
Sage Private Wealth Group
Illinois
$225K -$181 -1 -0.1%
BWP
2956
Bernardo Wealth Planning
Pennsylvania
$225K – – –
TCM
2957
Towercrest Capital Management
Pennsylvania
$225K +$225K +1,243 New
TWM
2958
TriaGen Wealth Management
California
$225K – – –
OLA
2959
Oliver Luxxe Assets
New Jersey
$224K – – –
SFWC
2960
Strategic Family Wealth Counselors
New Jersey
$224K +$542 +3 +0.2%
SWA
2961
Safir Wealth Advisors
New Hampshire
$224K – – –
FWM
2962
FSA Wealth Management
Massachusetts
$224K -$5.78K -32 -3%
WF
2963
Warner Financial
Maryland
$224K – – –
LAM
2964
Lifestyle Asset Management
Texas
$224K +$224K +1,239 New
FI
2965
FIDELIS iM
Oregon
$223K – – –
CIG
2966
Cascade Investment Group
Colorado
$222K +$222K +1,228 New
CFSG
2967
Clark Financial Services Group
Missouri
$221K +$221K +1,228 New
TCM
2968
True Capital Management
California
$221K +$221K +1,223 New
PFG
2969
Piershale Financial Group
Illinois
$221K +$221K +1,222 New
KHC
2970
Koesten Hirschmann & Crabtree
Kansas
$220K +$220K +1,218 New
MAM
2971
Milestone Asset Management
Pennsylvania
$220K +$220K +1,301 New
PGWM
2972
Parisi Gray Wealth Management
New Jersey
$220K +$220K +1,217 New
MFA
2973
Millington Financial Advisors
Illinois
$220K +$220K +1,217 New
TI
2974
tru Independence
Oregon
$219K +$219K +1,211 New
FIC
2975
Family Investment Center
Missouri
$219K +$219K +1,210 New
117 118
119
120 121