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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 %
TI
801
Tidal Investments
Wisconsin
$8.11M +$376K +2,062 +5%
PTC
802
Private Trust Company
Ohio
$8.09M +$2.11M +11,559 +35%
RC
803
Roundview Capital
New Jersey
$8.04M +$208K +1,141 +3%
CRC
804
Curi RMB Capital
Illinois
$8.02M +$3.11M +17,037 +63%
VV
805
Verity & Verity
South Carolina
$7.99M +$760K +4,171 +11%
MFG
806
Merit Financial Group
Georgia
$7.99M +$359K +1,970 +5%
PAA
807
Peregrine Asset Advisers
Oregon
$7.98M -$781K -4,285 -9%
ETC
808
Exchange Traded Concepts
Oklahoma
$7.93M +$704K +3,860 +10%
NMIMC
809
Northwestern Mutual Investment Management Company
Wisconsin
$7.89M +$20.4K +112 +0.3%
FFWA
810
FRG Family Wealth Advisors
Washington
$7.87M -$99.4K -545 -1%
WAM
811
Weiss Asset Management
Massachusetts
$7.86M +$7.86M +43,100 New
PA
812
Parallel Advisors
California
$7.81M +$1.87M +10,253 +31%
FAM
813
Fred Alger Management
New York
$7.81M +$917K +5,032 +13%
FPTW
814
Franklin, Parlapiano, Turner & Welch
Texas
$7.79M -$13.7K -75 -0.2%
MWM
815
Meridian Wealth Management
Kentucky
$7.75M +$325K +1,781 +4%
RWA
816
Ropes Wealth Advisors
Massachusetts
$7.73M +$871K +4,779 +13%
SW
817
SteelPeak Wealth
California
$7.72M +$6.4M +35,101 +484%
PCM
818
Palisade Capital Management
New Jersey
$7.67M -$114K -624 -1%
AAM
819
AR Asset Management
California
$7.66M – – –
RWA
820
River Wealth Advisors
Pennsylvania
$7.64M +$262K +1,436 +4%
CBTWT
821
Community Bank & Trust (Waco, Texas)
Texas
$7.59M -$35.5K -195 -0.5%
LC
822
Lindbrook Capital
California
$7.57M -$189K -1,036 -2%
VST
823
Van Strum & Towne
California
$7.56M +$10K +55 +0.1%
HCM
824
Howland Capital Management
Massachusetts
$7.51M +$28.6K +157 +0.4%
SFO
825
Stokes Family Office
Louisiana
$7.51M -$119K -653 -2%
31 32
33
34 35