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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
851
Forvis Mazars Wealth Advisors
Missouri
$7M +$956K +5,162 +16%
CNBTD
852
Citizens National Bank Trust Department
Mississippi
$6.98M -$16.7K -90 -0.2%
DWM
853
Destination Wealth Management
California
$6.98M -$166K -895 -2%
PBT
854
Pictet Bank & Trust
Bahamas
$6.95M -$282K -1,520 -4%
CRI
855
Commonwealth Retirement Investments
Virginia
$6.95M +$122K +658 +2%
CIM
856
Contravisory Investment Management
Massachusetts
$6.93M +$543K +2,933 +9%
HBT
857
Hills Bank & Trust
Iowa
$6.9M -$79.3K -428 -1%
EF
858
Empowered Funds
Pennsylvania
$6.86M +$1.16M +6,272 +20%
EST
859
EA Series Trust
Pennsylvania
$6.86M +$6.86M +37,053 New
MIP
860
Mondrian Investment Partners
United Kingdom
$6.81M -$3.92M -21,179 -37%
APP
861
Avantax Planning Partners
Iowa
$6.77M -$123K -663 -2%
AFG
862
Albion Financial Group
Utah
$6.77M +$54.6K +295 +0.8%
JHCP
863
Jackson Hole Capital Partners
Oklahoma
$6.74M -$214K -1,156 -3%
Wolverine Trading
864
Wolverine Trading
Illinois
$6.71M -$25.1M -136,378 -79%
BCCM
865
Bridge Creek Capital Management
Massachusetts
$6.68M -$35.2K -190 -0.5%
OAM
866
Ostrum Asset Management
France
$6.68M -$196K -1,058 -3%
MYLI
867
Meiji Yasuda Life Insurance
Japan
$6.67M +$306K +1,650 +5%
CAM
868
ClariVest Asset Management
California
$6.67M +$6.67M +35,994 New
PCTC
869
Perkins Coie Trust Company
Washington
$6.66M -$112K -604 -2%
WCM
870
Whitener Capital Management
North Carolina
$6.65M +$34.8K +188 +0.5%
SCA
871
Stokes Capital Advisors
South Carolina
$6.62M -$5.93K -32 -0.1%
PIM
872
Penobscot Investment Management
Massachusetts
$6.6M +$322K +1,740 +5%
MWM
873
Marietta Wealth Management
Georgia
$6.59M -$6.48K -35 -0.1%
LI
874
Lafayette Investments
Maryland
$6.59M -$52.2K -282 -0.8%
TNBTD
875
Trustmark National Bank Trust Department
Mississippi
$6.58M -$838K -4,527 -11%
33 34
35
36 37