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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 %
EVM
776
Evelyn V. Moreno
$7.96M +$594K +3,507 +8%
WPP
777
Whalerock Point Partners
Rhode Island
$7.94M +$229K +1,354 +3%
KIA
778
KCM Investment Advisors
California
$7.92M -$158K -931 -2%
FVWA
779
Foster Victor Wealth Advisors
South Carolina
$7.9M -$40.9K -255 -0.5%
LRPA
780
L. Roy Papp & Associates
Arizona
$7.87M +$167K +985 +2%
EF
781
Empowered Funds
Pennsylvania
$7.86M +$1.58M +9,313 +25%
MFA
782
Mayflower Financial Advisors
Massachusetts
$7.82M +$60.7K +358 +0.8%
JC
783
JB Capital
Connecticut
$7.81M +$6.93M +40,873 +780%
Capstone Investment Advisors
784
Capstone Investment Advisors
New York
$7.8M +$4.77M +28,163 +158%
RWA
785
River Wealth Advisors
Pennsylvania
$7.79M +$368K +2,169 +5%
PA
786
Parallel Advisors
California
$7.79M +$428K +2,528 +6%
BFEC
787
Benjamin F. Edwards & Company
Missouri
$7.78M -$149K -877 -2%
SS
788
Simplicity Solutions
Minnesota
$7.77M -$778K -4,590 -9%
AWM
789
Apollon Wealth Management
South Carolina
$7.77M -$108K -637 -1%
MFG
790
Merit Financial Group
Georgia
$7.76M -$6.27K -37 -0.1%
SIS
791
Strategic Investment Solutions
Illinois
$7.75M +$7.63M +41,974 +6,200%
RC
792
Roundview Capital
New Jersey
$7.73M +$43.2K +255 +0.6%
FNBTCON
793
First National Bank & Trust Co of Newtown
Pennsylvania
$7.73M -$266K -1,570 -3%
TAM
794
Taurus Asset Management
New York
$7.7M -$81.7K -482 -1%
BRCM
795
Bright Rock Capital Management
Massachusetts
$7.62M – – –
AA
796
ALPS Advisors
Colorado
$7.61M -$769K -4,539 -9%
IIC
797
Ironwood Investment Counsel
Arizona
$7.61M -$112K -659 -1%
CC
798
Chicago Capital
Illinois
$7.59M – – –
GCM
799
Gladius Capital Management
Illinois
$7.55M +$7.09M +41,858 +1,552%
FC
800
Fulcrum Capital
Washington
$7.54M -$34.1K -201 -0.4%
30 31
32
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