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PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
VW
526
Vantage Wealth
California
$15.6M +$113K +664 +0.7%
WC
527
Woodstock Corp
Massachusetts
$15.6M -$126K -744 -0.8%
LCM
528
Logan Capital Management
Pennsylvania
$15.6M -$439K -2,592 -3%
MHIC
529
Marble Harbor Investment Counsel
Massachusetts
$15.6M +$94.9K +560 +0.6%
LBA
530
Lowell Blake & Associates
Massachusetts
$15.4M +$728K +4,296 +5%
VA
531
Vident Advisory
Georgia
$15.4M +$15.4M +90,624 New
CTA
532
Colonial Trust Advisors
South Carolina
$15.2M -$157K -929 -1%
BHIA
533
Birch Hill Investment Advisors
Massachusetts
$15.2M -$97.6K -576 -0.6%
WDA
534
Wendell David Associates
New Hampshire
$15.2M -$111K -654 -0.7%
CCM
535
Cohen Capital Management
California
$15.2M – – –
KWM
536
Kingsview Wealth Management
Oregon
$15.2M +$3.17M +18,687 +26%
AWAG
537
ARS Wealth Advisors Group
Florida
$15.1M +$500K +2,953 +3%
MA
538
Montag & Associates
Georgia
$15.1M -$170K -1,001 -1%
CGH
539
Crossmark Global Holdings
Texas
$15M -$594K -3,611 -4%
NB
540
NBT Bank
New York
$14.9M +$5.49M +32,421 +58%
DWM
541
Dakota Wealth Management
Florida
$14.9M -$792K -4,674 -5%
GT
542
Glenview Trust
Kentucky
$14.9M +$118K +697 +0.8%
VLKIM
543
Van Lanschot Kempen Investment Management
Netherlands
$14.9M -$8.6M -50,737 -37%
PR
544
Payden & Rygel
California
$14.9M +$1.24M +7,300 +9%
PRIG
545
Payden & Rygel Investment Group
California
$14.9M +$14.9M +88,000 New
SAM
546
Shell Asset Management
Netherlands
$14.9M +$70K +413 +0.5%
YIA
547
YHB Investment Advisors
Connecticut
$14.8M +$115K +679 +0.8%
GI
548
GAMCO Investors
Connecticut
$14.8M -$837K -4,941 -5%
ZCM
549
Ziegler Capital Management
Illinois
$14.8M +$285K +1,681 +2%
SIMG
550
Sonora Investment Management Group
Arizona
$14.8M +$405K +2,389 +3%
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