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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
676
Granite Investment Partners
California
$11.1M -$7.96K -43 -0.1%
GIA
677
GHP Investment Advisors
Colorado
$11M +$656K +3,564 +6%
WIC
678
Wilkins Investment Counsel
Massachusetts
$11M -$270K -1,458 -2%
KPWS
679
Kestra Private Wealth Services
Texas
$11M +$1.72M +9,271 +19%
CNBT
680
Canandaigua National Bank & Trust
New York
$10.9M -$127K -683 -1%
RWM
681
Ritholtz Wealth Management
New York
$10.9M -$1.76M -9,522 -14%
DWP
682
Daymark Wealth Partners
Ohio
$10.8M +$5.18M +27,982 +92%
MCG
683
McCollum Christoferson Group
New York
$10.8M +$185 +1 +0%
BFO
684
Boston Family Office
Massachusetts
$10.8M -$249K -1,347 -2%
SSB
685
Sandy Spring Bank
Maryland
$10.8M -$292K -1,579 -3%
NRS
686
Neville Rodie & Shaw
New York
$10.7M +$124K +670 +1%
WF
687
WoodTrust Financial
Wisconsin
$10.7M -$145K -781 -1%
MKC
688
M. Kraus & Co
Vermont
$10.6M +$29.6K +160 +0.3%
CIA
689
CCM Investment Advisers
South Carolina
$10.6M -$44.6K -241 -0.4%
ST
690
Smithfield Trust
Pennsylvania
$10.6M -$142K -768 -1%
MCM
691
McKinley Capital Management
Alaska
$10.6M -$910K -4,914 -8%
MAM
692
Mastrapasqua Asset Management
Tennessee
$10.5M -$167K -903 -2%
DT
693
Diversified Trust
Tennessee
$10.5M +$615K +3,321 +6%
CC
694
Courier Capital
New York
$10.5M +$249K +1,347 +2%
CAM
695
Cypress Asset Management
Texas
$10.5M -$28.3K -152 -0.3%
CTI
696
Community Trust & Investment
Kentucky
$10.5M -$256K -1,384 -2%
MGIA
697
Matthew Goff Investment Advisor
Texas
$10.5M -$26.7K -144 -0.3%
Wealth Enhancement Advisory Services
698
Wealth Enhancement Advisory Services
Minnesota
$10.5M +$118K +639 +1%
EWM
699
Endurance Wealth Management
Rhode Island
$10.5M +$27.8K +150 +0.3%
PP
700
Patten & Patten
Tennessee
$10.4M +$870K +4,699 +9%
26 27
28
29 30