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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 %
RBA
776
Richard Bernstein Advisors
New York
$8.51M – – –
OIA
777
OneDigital Investment Advisors
Kansas
$8.5M +$1.17M +6,442 +16%
BCM
778
Buckhead Capital Management
Georgia
$8.48M -$632K -3,467 -7%
HAIM
779
Hunter Associates Investment Management
Pennsylvania
$8.47M -$43K -236 -0.5%
VIM
780
Vinva Investment Management
Australia
$8.47M +$8.47M +46,816 New
MGIA
781
Moneta Group Investment Advisors
Missouri
$8.43M +$49.4K +271 +0.6%
CCM
782
Coldstream Capital Management
Washington
$8.42M +$150K +823 +2%
IIC
783
Ironwood Investment Counsel
Arizona
$8.4M -$137K -751 -2%
TAM
784
Taurus Asset Management
New York
$8.39M -$9.12K -50 -0.1%
BFEC
785
Benjamin F. Edwards & Company
Missouri
$8.34M +$340K +1,865 +4%
MFA
786
Mayflower Financial Advisors
Massachusetts
$8.32M +$37.6K +206 +0.5%
SS
787
Simplicity Solutions
Minnesota
$8.31M +$5.43M +29,799 +189%
LMIM
788
Lockheed Martin Investment Management
Maryland
$8.31M -$2.63M -14,410 -24%
ISB
789
Iowa State Bank
Iowa
$8.29M -$552K -3,028 -6%
AIM
790
Artemis Investment Management
United Kingdom
$8.27M +$881K +4,846 +12%
OHIS
791
Oak Harvest Investment Services
Texas
$8.26M +$50K +274 +0.6%
SC
792
Searle & Co
Connecticut
$8.25M +$3.5M +18,360 +74%
IB
793
Intrust Bank
Kansas
$8.24M -$60.3K -331 -0.7%
EVM
794
Evelyn V. Moreno
$8.24M +$312K +1,713 +4%
WPP
795
Whalerock Point Partners
Rhode Island
$8.23M +$153K +839 +2%
LRPA
796
L. Roy Papp & Associates
Arizona
$8.21M -$575K -3,155 -7%
SBIA
797
Sheaff Brock Investment Advisors
Indiana
$8.19M +$182K +998 +2%
CC
798
Chicago Capital
Illinois
$8.17M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
799
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.14M -$58.6M -321,459 -88%
BFM
800
Boston Financial Management
Massachusetts
$8.14M +$851K +4,667 +12%
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