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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
+$1.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$224M
3
Bank of America
Bank of America
North Carolina
+$222M
4
Goldman Sachs
Goldman Sachs
New York
+$173M
5
Invesco
Invesco
Georgia
+$161M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$593M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$502M
3
Man Group
Man Group
United Kingdom
-$361M
4
Sanders Capital
Sanders Capital
Florida
-$259M
5
Capital International Investors
Capital International Investors
California
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
676
Park Avenue Securities
New York
$11M +$290K +1,590 +3%
BDA
677
Borer Denton & Associates
Pennsylvania
$10.9M +$380K +2,084 +4%
BRCM
678
Bright Rock Capital Management
Massachusetts
$10.9M – – –
GIP
679
Granite Investment Partners
California
$10.9M -$298K -1,635 -3%
BFO
680
Boston Family Office
Massachusetts
$10.9M -$111K -607 -1%
SSB
681
Sandy Spring Bank
Maryland
$10.9M -$545K -2,988 -5%
CNBT
682
Canandaigua National Bank & Trust
New York
$10.9M +$10.9M +59,541 New
VF
683
Vest Financial
Virginia
$10.8M +$1.44M +7,886 +15%
FA
684
FDx Advisors
Illinois
$10.8M – – –
BWL
685
Bogart Wealth LLC
Virginia
$10.8M +$360K +1,974 +3%
VWM
686
Venturi Wealth Management
Texas
$10.7M +$66.7K +366 +0.6%
NCM
687
New Capital Management
Texas
$10.7M – – –
MCG
688
McCollum Christoferson Group
New York
$10.7M -$113K -620 -1%
SWS
689
SYSTM Wealth Solutions
Illinois
$10.6M -$1.52M -8,359 -13%
WF
690
WoodTrust Financial
Wisconsin
$10.6M +$126K +692 +1%
CTI
691
Community Trust & Investment
Kentucky
$10.6M +$122K +671 +1%
MIP
692
Mondrian Investment Partners
United Kingdom
$10.6M -$2.02M -11,090 -16%
ST
693
Smithfield Trust
Pennsylvania
$10.6M +$139K +764 +1%
MAM
694
Mastrapasqua Asset Management
Tennessee
$10.5M +$73.6K +404 +0.7%
CIA
695
CCM Investment Advisers
South Carolina
$10.5M -$1.43M -7,864 -12%
MKC
696
M. Kraus & Co
Vermont
$10.4M +$172K +943 +2%
NB
697
NBT Bank
New York
$10.4M -$132K -725 -1%
NRS
698
Neville Rodie & Shaw
New York
$10.4M -$163K -892 -2%
MGIA
699
Matthew Goff Investment Advisor
Texas
$10.3M -$89.7K -492 -0.9%
CAM
700
Cypress Asset Management
Texas
$10.3M -$121K -661 -1%
26 27
28
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