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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 %
FFP
601
FourThought Financial Partners
Florida
$13M -$20K -118 -0.2%
FBB
602
Fulton Breakefield Broenniman
Maryland
$13M -$79.1K -467 -0.6%
LBC
603
Lowe Brockenbrough & Co
Virginia
$13M -$544K -3,211 -4%
AUB
604
Atlantic Union Bankshares
Virginia
$13M -$366K -2,158 -3%
DA
605
Dillon & Associates
Michigan
$12.8M +$14.9K +88 +0.1%
KOCAA
606
Knights of Columbus Asset Advisors
Connecticut
$12.8M +$287K +1,695 +2%
RMC
607
Resources Management Corp
Connecticut
$12.8M -$239K -1,408 -2%
API
608
Advisor Partners II
California
$12.7M +$476K +2,812 +4%
HW
609
Hancock Whitney
Mississippi
$12.7M -$48.8K -288 -0.4%
ASN
610
Advisory Services Network
Georgia
$12.7M +$1.52M +8,971 +14%
VIP
611
Vantage Investment Partners
Missouri
$12.7M +$1M +5,911 +9%
KPWS
612
Kestra Private Wealth Services
Texas
$12.6M +$2.59M +15,270 +26%
CAC
613
Core Alternative Capital
Georgia
$12.6M -$2.6M -15,348 -17%
1SB
614
1ST Source Bank
Indiana
$12.6M -$120K -708 -0.9%
AC
615
Addenda Capital
Quebec, Canada
$12.5M -$86.8K -512 -0.7%
GVAG
616
Great Valley Advisor Group
Delaware
$12.5M +$771K +4,550 +7%
CCWM
617
Cassaday & Co Wealth Management
Virginia
$12.4M +$116K +682 +0.9%
CWM
618
Congress Wealth Management
Massachusetts
$12.4M +$496K +2,929 +4%
SIG
619
Sky Investment Group
Connecticut
$12.4M +$230K +1,355 +2%
SRIM
620
Saratoga Research & Investment Management
California
$12.4M -$262K -1,549 -2%
CAG
621
Crestwood Advisors Group
Massachusetts
$12.4M +$9.24M +54,515 +296%
JC
622
Jacobs & Co
California
$12.3M -$129K -763 -1%
NSIM
623
North Star Investment Management
Illinois
$12.3M -$11.9K -70 -0.1%
ISL
624
Ingalls & Snyder LLC
New York
$12.2M -$130K -770 -1%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$12.2M -$518K -3,060 -4%
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