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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 %
WAM
701
Wolverine Asset Management
Illinois
$10.3M +$2.36M +12,919 +30%
GIA
702
GHP Investment Advisors
Colorado
$10.3M +$177K +971 +2%
EWM
703
Endurance Wealth Management
Rhode Island
$10.3M +$80.6K +442 +0.8%
EW
704
Evoke Wealth
California
$10.2M -$125K -685 -1%
VVP
705
Venture Visionary Partners
Ohio
$10.2M +$3.05M +16,731 +43%
OPTFSNA
706
Old Point Trust & Financial Services N A
Virginia
$10.2M +$41K +225 +0.4%
Wealth Enhancement Advisory Services
707
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$4.52M +24,802 +80%
GA
708
GFS Advisors
Texas
$10.1M -$36.5K -200 -0.4%
CC
709
Courier Capital
New York
$10.1M -$158K -865 -2%
VAS
710
Vestmark Advisory Solutions
Massachusetts
$10M +$590K +3,234 +6%
WS
711
Wedbush Securities
California
$10M -$28.6K -157 -0.3%
AG
712
Ascent Group
Virginia
$9.97M +$516K +2,829 +5%
IIM
713
Intact Investment Management
Quebec, Canada
$9.97M +$109K +600 +1%
LCM
714
Landscape Capital Management
New Jersey
$9.97M +$9.75M +53,480 +4,457%
SA
715
Strategic Advisors
New York
$9.96M +$16K +88 +0.2%
KIA
716
KCM Investment Advisors
California
$9.95M +$674K +3,697 +7%
PWAG
717
Polaris Wealth Advisory Group
California
$9.92M +$9.46M +51,867 +2,036%
LG
718
LaFleur & Godfrey
Michigan
$9.85M -$276K -1,513 -3%
CNB
719
Camden National Bank
Maine
$9.83M +$7.47K +41 +0.1%
VFA
720
Valeo Financial Advisors
Indiana
$9.8M +$642K +5,318 +7%
FNBT
721
FineMark National Bank & Trust
Florida
$9.8M -$325K -1,781 -3%
DT
722
Diversified Trust
Tennessee
$9.77M +$1.59M +8,743 +20%
OPCM
723
Osborne Partners Capital Management
California
$9.69M +$245K +1,344 +3%
EWM
724
Executive Wealth Management
Michigan
$9.69M +$382K +2,093 +4%
TF
725
Tompkins Financial
New York
$9.68M -$18K -99 -0.2%
27 28
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