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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 %
DWA
751
Douglass Winthrop Advisors
New York
$8.57M – – –
MGIA
752
Moneta Group Investment Advisors
Missouri
$8.57M -$146K -861 -2%
SWM
753
Spire Wealth Management
Virginia
$8.55M +$4.01M +23,668 +88%
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$8.5M +$175K +1,034 +2%
MCM
755
Mengis Capital Management
Oregon
$8.35M -$339 -2 -0%
WS
756
Wedbush Securities
California
$8.33M +$231K +1,366 +3%
HAIM
757
Hunter Associates Investment Management
Pennsylvania
$8.31M +$410K +2,424 +5%
CCT
758
Chemung Canal Trust
New York
$8.3M -$5.6M -33,038 -40%
RIG
759
Renaissance Investment Group
Massachusetts
$8.3M +$12.9K +76 +0.2%
FA
760
Fiduciary Alliance
South Carolina
$8.25M +$1.36M +8,030 +20%
FWCM
761
Ferguson Wellman Capital Management
Oregon
$8.24M -$111K -656 -1%
WFG
762
Wills Financial Group
Virginia
$8.22M +$18.1K +107 +0.2%
AIA
763
Allied Investment Advisors
Montana
$8.21M +$73.5K +434 +0.9%
GCA
764
Greenwood Capital Associates
South Carolina
$8.2M -$107K -630 -1%
HL
765
HeadInvest LLC
Maine
$8.17M +$2.71K +16 +0%
WB
766
Webster Bank
Connecticut
$8.12M -$847 -5 -0%
KRSITF
767
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.12M -$261K -1,542 -3%
HCM
768
Hutner Capital Management
Vermont
$8.11M -$56.6K -334 -0.7%
EF
769
Empirical Finance
Pennsylvania
$8.1M +$759K +4,482 +10%
TF
770
Talbot Financial
Washington
$8.1M +$100K +590 +1%
GFS
771
GYL Financial Synergies
Connecticut
$8.1M +$25.8K +152 +0.3%
HVIA
772
Hudson Valley Investment Advisors
New York
$8.06M -$126K -741 -2%
EH
773
Equitable Holdings
New York
$8.05M +$1.08M +6,373 +15%
CIA
774
Choate Investment Advisors
Massachusetts
$8.05M +$1.08M +6,356 +15%
PIM
775
Penobscot Investment Management
Massachusetts
$8M +$1.96M +11,565 +32%
29 30
31
32 33