PEP icon

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
$2.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$395M
3
Bank of America
Bank of America
North Carolina
$4.91B
4
Goldman Sachs
Goldman Sachs
New York
$1.47B
5
Invesco
Invesco
Georgia
$1.56B

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$3.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.72B
3
Man Group
Man Group
United Kingdom
$280M
4
Sanders Capital
Sanders Capital
Florida
$865M
5
Capital International Investors
Capital International Investors
California
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
3176
PDT Partners
New York
– -$1.69M -9,382 Closed
LJCM
3177
Lee Johnson Capital Management
Texas
– -$1.59M -8,821 Closed
MM
3178
MQS Management
New York
– -$1.38M -7,616 Closed
PFG
3179
Peterson Financial Group
Iowa
– -$1.3M -7,201 Closed
KI
3180
Kula Investments
Illinois
– -$1.3M -7,170 Closed
ACM
3181
Absolute Capital Management
Pennsylvania
– -$1.16M -6,400 Closed
SCI
3182
Stableford Capital II
Arizona
– -$980K -5,464 Closed
EFI
3183
EHP Funds Inc
Canada
– -$986K -5,460 Closed
BC
3184
Bridgefront Capital
Texas
– -$944K -5,224 Closed
VF
3185
Virtu Financial
New York
– -$933K -5,165 Closed
BWM
3186
BNC Wealth Management
Oregon
– -$869K -4,810 Closed
TC
3187
Toews Corporation
New Jersey
– -$777K -4,300 Closed
SMH
3188
Sanders Morris Harris
Texas
– -$689K -3,815 Closed
ACM
3189
Aquatic Capital Management
Illinois
– -$668K -3,700 Closed
SICM
3190
Sustainable Insight Capital Management
New York
– -$668K -3,700 Closed
FRM
3191
Fox Run Management
Connecticut
– -$657K -3,639 Closed
HIS
3192
Harvest Investment Services
Illinois
– -$623K -3,448 Closed
CMS
3193
Capital Market Strategies
Florida
– -$596K -3,300 Closed
AFM
3194
Andesa Financial Management
Pennsylvania
– -$589K -3,259 Closed
TWA
3195
Tillar-Wenstrup Advisors
Ohio
– -$583K -3,226 Closed
AWA
3196
Aletheian Wealth Advisors
Washington
– -$551K -3,052 Closed
WAM
3197
Wakefield Asset Management
Colorado
– -$538K -2,972 Closed
CF
3198
Clarity Financial
Texas
– -$528K -2,921 Closed
SPA
3199
Sherbrooke Park Advisers
New York
– -$506K -2,800 Closed
CWM
3200
CCG Wealth Management
California
– -$490K -2,714 Closed
126 127
128
129 130