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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 %
JWM
826
JGP Wealth Management
Oregon
$7.02M +$169K +999 +2%
IEFM
827
IQ EQ Fund Management
Ireland
$7.01M +$124K +729 +2%
VST
828
Van Strum & Towne
California
$6.99M -$21.2K -125 -0.3%
DEA
829
DoubleLine ETF Adviser
Florida
$6.97M +$6.97M +41,160 New
PCM
830
Palisade Capital Management
New Jersey
$6.96M -$101K -598 -1%
MCM
831
Mattern Capital Management
Colorado
$6.92M +$514K +3,035 +8%
VIM
832
Vinva Investment Management
Australia
$6.9M -$95.1K -561 -1%
BCMO
833
Buckingham Capital Management (Ohio)
Ohio
$6.86M +$204K +1,204 +3%
HCM
834
Howland Capital Management
Massachusetts
$6.85M -$71.3K -421 -1%
CRC
835
Curi RMB Capital
Illinois
$6.85M -$1.1M -6,477 -14%
CBTWT
836
Community Bank & Trust (Waco, Texas)
Texas
$6.85M +$43.6K +267 +0.6%
NAS
837
Nicolet Advisory Services
Wisconsin
$6.81M +$386K +2,287 +6%
QCM
838
Quantinno Capital Management
New York
$6.79M +$218K +1,285 +3%
SFG
839
SevenBridge Financial Group
Pennsylvania
$6.79M +$194K +1,146 +3%
AIMCA
840
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.78M -$8.19M -48,329 -55%
PWP
841
Private Wealth Partners
California
$6.75M +$141K +832 +2%
AAIM
842
American Assets Investment Management
California
$6.74M – – –
AFWM
843
AMJ Financial Wealth Management
Virginia
$6.73M +$1.42M +8,366 +27%
IIM
844
Intact Investment Management
Quebec, Canada
$6.68M – – –
SPC
845
Sigma Planning Corp
Michigan
$6.63M -$147K -867 -2%
LC
846
Lindbrook Capital
California
$6.63M -$215K -1,269 -3%
LAM
847
Lountzis Asset Management
Pennsylvania
$6.62M -$2.54K -15 -0%
IAM
848
Infusive Asset Management
New York
$6.61M +$6.61M +39,033 New
NAM
849
NTV Asset Management
West Virginia
$6.61M -$11.5K -68 -0.2%
LMIM
850
Lockheed Martin Investment Management
Maryland
$6.6M -$4.91M -28,650 -43%
32 33
34
35 36