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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 %
IWA
851
IBEX Wealth Advisors
New Jersey
$6.99M -$1.77M -9,717 -20%
TCM
852
Tufton Capital Management
Maryland
$6.97M -$43.4K -238 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
853
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.96M -$164K -900 -2%
EH
854
Equitable Holdings
New York
$6.91M +$1.03M +5,635 +17%
FA
855
Fiduciary Alliance
South Carolina
$6.9M +$353K +1,936 +5%
CNBTD
856
Citizens National Bank Trust Department
Mississippi
$6.89M -$255K -1,397 -4%
SCM
857
Sandler Capital Management
New York
$6.89M -$6.8M -37,281 -50%
HBT
858
Hills Bank & Trust
Iowa
$6.87M -$327K -1,793 -5%
CCG
859
Cypress Capital Group
Florida
$6.85M +$445K +2,442 +7%
BCM
860
Bridgeway Capital Management
Texas
$6.81M +$3.51M +19,258 +107%
APP
861
Avantax Planning Partners
Iowa
$6.78M -$569K -3,124 -8%
LSA
862
L & S Advisors
California
$6.78M +$1.43M +7,819 +27%
OAM
863
Ostrum Asset Management
France
$6.77M +$6.77M +37,113 New
Kovitz Investment Group Partners
864
Kovitz Investment Group Partners
Illinois
$6.76M -$371K -2,036 -5%
CRI
865
Commonwealth Retirement Investments
Virginia
$6.72M +$122K +670 +2%
MCM
866
Mattern Capital Management
Colorado
$6.71M +$179K +982 +3%
PCTC
867
Perkins Coie Trust Company
Washington
$6.66M +$129K +709 +2%
KFS
868
Kurt F. Somerville
$6.61M -$30.1K -165 -0.5%
BCCM
869
Bridge Creek Capital Management
Massachusetts
$6.61M -$7.29K -40 -0.1%
AFG
870
Albion Financial Group
Utah
$6.61M -$51K -280 -0.8%
TRCT
871
Tower Research Capital (TRC)
New York
$6.58M -$3.1M -17,012 -32%
HW
872
Hancock Whitney
Mississippi
$6.58M -$1.05M -5,736 -14%
SVWAG
873
Sound View Wealth Advisors Group
Georgia
$6.54M +$914K +5,015 +16%
LI
874
Lafayette Investments
Maryland
$6.54M -$228K -1,248 -3%
RSWM
875
Robertson Stephens Wealth Management
California
$6.53M +$581K +3,187 +10%
33 34
35
36 37