PEP icon

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 %
SCA
876
Stokes Capital Advisors
South Carolina
$6.52M +$78.9K +433 +1%
JHCP
877
Jackson Hole Capital Partners
Oklahoma
$6.52M +$514K +2,965 +9%
WCM
878
Whitener Capital Management
North Carolina
$6.51M +$134K +735 +2%
NWM
879
Northcape Wealth Management
New York
$6.51M +$3.91M +21,468 +151%
NHT
880
New Hampshire Trust
New Hampshire
$6.5M -$408K -2,239 -6%
MWM
881
Marietta Wealth Management
Georgia
$6.5M -$95K -521 -1%
IWP
882
Icon Wealth Partners
Texas
$6.49M +$6.49M +35,576 New
DWM
883
Dorchester Wealth Management
Quebec, Canada
$6.47M +$17.7K +97 +0.3%
BAM
884
Belpointe Asset Management
Nevada
$6.47M -$15.9K -87 -0.2%
PBC
885
Pavion Blue Capital
California
$6.45M +$47.8K +262 +0.7%
DIA
886
Dean Investment Associates
Ohio
$6.44M +$347K +1,903 +6%
RMAM
887
Raab & Moskowitz Asset Management
New Jersey
$6.43M -$29.2K -160 -0.5%
CT
888
Cambridge Trust
Massachusetts
$6.41M -$191K -1,046 -3%
QCM
889
Quantinno Capital Management
New York
$6.4M +$222K +1,217 +4%
GP
890
Geneva Partners
Wisconsin
$6.39M -$272K -1,491 -4%
IHL
891
Investment House LLC
California
$6.39M – – –
EDRIA
892
Edmonds Duncan Registered Investment Advisors
Kansas
$6.38M – – –
PMG
893
ProVise Management Group
Florida
$6.37M -$3.64M -19,993 -36%
CHC
894
City Holding Co
West Virginia
$6.37M +$209K +1,149 +3%
CI Investments Inc
895
CI Investments Inc
Ontario, Canada
$6.37M +$1.67M +9,161 +36%
EIA
896
Eastover Investment Advisors
North Carolina
$6.37M +$10.8K +59 +0.2%
AT
897
American Trust
Kentucky
$6.36M +$1.04M +5,721 +20%
PSP
898
Principal Street Partners
Tennessee
$6.36M +$13.5K +74 +0.2%
BFW
899
Brady Family Wealth
Missouri
$6.36M -$28.3K -155 -0.4%
FTDI
900
First Trust Direct Indexing
Massachusetts
$6.33M +$447K +2,450 +8%
34 35
36
37 38