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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 %
NEI
901
Northwest & Ethical Investments
Ontario, Canada
$6.32M – – –
CAM
902
Close Asset Management
United Kingdom
$6.32M +$6.32M +34,650 New
CMP
903
Coston McIsaac & Partners
Maine
$6.31M +$305K +1,675 +5%
CIM
904
Contravisory Investment Management
Massachusetts
$6.28M -$55.2K -303 -0.9%
BFG
905
Bleakley Financial Group
New Jersey
$6.27M +$67.6K +371 +1%
CIA
906
Choate Investment Advisors
Massachusetts
$6.26M -$32.1K -176 -0.5%
MYLI
907
Meiji Yasuda Life Insurance
Japan
$6.26M -$981K -5,381 -14%
AMG
908
Asset Management Group
Connecticut
$6.26M -$34.3K -188 -0.5%
PIM
909
Penobscot Investment Management
Massachusetts
$6.18M -$131K -721 -2%
HPIA
910
Hamilton Point Investment Advisors
North Carolina
$6.16M +$1.12M +6,149 +22%
AWM
911
Apollon Wealth Management
South Carolina
$6.12M +$68.7K +377 +1%
FCT
912
Family Capital Trust
Massachusetts
$6.1M -$17K -93 -0.3%
CAM
913
Costello Asset Management
Pennsylvania
$6.08M -$86.4K -474 -1%
LC
914
Lavaca Capital
Texas
$6.08M +$120K +700 +2%
GCM
915
Garland Capital Management
Washington
$6.07M -$25.5K -140 -0.4%
MWM
916
Moran Wealth Management
Florida
$6.06M -$622K -3,412 -9%
NAS
917
Nicolet Advisory Services
Wisconsin
$6.02M +$2.24M +12,156 +59%
NC
918
NewSquare Capital
Pennsylvania
$6.01M +$492K +2,699 +9%
FANJ
919
Financial Architects (New Jersey)
New Jersey
$6M -$89.5K -491 -1%
LJHT
920
Laurie J. Hall Trustee
$6M -$98.4K -540 -2%
CT
921
Colonial Trust
South Carolina
$5.99M +$183K +1,004 +3%
WW
922
Windle Wealth
Oklahoma
$5.98M +$144K +791 +2%
FMWA
923
Forvis Mazars Wealth Advisors
Missouri
$5.95M -$145K -794 -2%
EIM
924
Essex Investment Management
Massachusetts
$5.93M -$1.45M -7,928 -20%
FPFS
925
First Personal Financial Services
North Carolina
$5.92M +$114K +623 +2%
35 36
37
38 39