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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 %
PWM
3001
Penobscot Wealth Management
Maine
$209K +$209K +1,154 New
PMEF
3002
Point72 Middle East FZE
United Arab Emirates
$209K +$209K +1,156 New
MAM
3003
Marotta Asset Management
Virginia
$209K -$16.3K -90 -7%
PCI
3004
Pacifica Capital Investments
Texas
$208K +$208K +1,153 New
WCM
3005
Windsor Capital Management
Arizona
$208K +$208K +1,151 New
CAMV
3006
Concord Asset Management (Virginia)
Virginia
$207K +$207K +1,146 New
PSP
3007
Pacific Sage Partners
Washington
$207K +$207K +1,145 New
CAM
3008
Campion Asset Management
Virginia
$207K +$207K +1,145 New
FDS
3009
Freedom Day Solutions
Texas
$206K -$50.7K -281 -20%
HWM
3010
HFR Wealth Management
New York
$206K +$206K +1,141 New
MSA
3011
McAlister Sweet & Associates
Texas
$206K +$206K +1,139 New
EA
3012
Echo45 Advisors
California
$206K +$206K +1,139 New
MWM
3013
MinichMacGregor Wealth Management
New York
$206K +$206K +1,138 New
BAM
3014
BOS Asset Management
Illinois
$204K +$204K +1,129 New
AF
3015
Apexium Financial
Texas
$203K +$203K +1,124 New
SDWIA
3016
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K +$203K +1,124 New
UWPG
3017
Ullmann Wealth Partners Group
Florida
$203K +$203K +1,122 New
BIM
3018
Barton Investment Management
Pennsylvania
$202K +$202K +1,120 New
FA
3019
Fermata Advisors
California
$202K +$202K +1,119 New
CWA
3020
Canvas Wealth Advisors
Kansas
$201K +$201K +1,174 New
PFM
3021
Patton Fund Management
Texas
$201K +$201K +1,110 New
CGFA
3022
Colton Groome Financial Advisors
North Carolina
$201K +$201K +1,112 New
FC
3023
Fusion Capital
South Carolina
$200K +$200K +1,107 New
BC
3024
Barrett & Company
Rhode Island
$196K – – –
CCA
3025
Catalyst Capital Advisors
New York
$194K -$4.34K -24 -2%
119 120
121
122 123