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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 %
APP
901
Avantax Planning Partners
Iowa
$5.94M -$253K -1,495 -4%
EDRIA
902
Edmonds Duncan Registered Investment Advisors
Kansas
$5.93M – – –
NSAM
903
North Star Asset Management
Wisconsin
$5.9M +$1.76M +10,407 +43%
NWM
904
Northcape Wealth Management
New York
$5.89M +$24.6K +145 +0.4%
DWM
905
Dorchester Wealth Management
Quebec, Canada
$5.89M -$115K -676 -2%
FPFS
906
First Personal Financial Services
North Carolina
$5.88M +$406K +2,396 +7%
MCM
907
Moore Capital Management
New York
$5.87M -$1.77M -10,452 -23%
ECM
908
ExodusPoint Capital Management
New York
$5.83M -$4.68M -27,609 -45%
BP
909
Ballentine Partners
Massachusetts
$5.83M +$193K +1,140 +3%
PCTC
910
Perkins Coie Trust Company
Washington
$5.81M -$279K -1,646 -5%
RSWM
911
Robertson Stephens Wealth Management
California
$5.8M -$22K -130 -0.4%
GCM
912
Genus Capital Management
British Columbia, Canada
$5.77M -$695K -4,100 -11%
WW
913
Windle Wealth
Oklahoma
$5.75M +$184K +1,084 +3%
AMG
914
Asset Management Group
Connecticut
$5.74M -$30.7K -181 -0.5%
GCM
915
Garland Capital Management
Washington
$5.72M +$27.1K +160 +0.5%
CAM
916
ClariVest Asset Management
California
$5.71M -$390K -2,303 -6%
KWMG
917
King Wealth Management Group
Florida
$5.67M +$271K +1,598 +5%
IHL
918
Investment House LLC
California
$5.65M -$157K -927 -3%
HPIA
919
Hamilton Point Investment Advisors
North Carolina
$5.64M +$21K +124 +0.4%
CAM
920
Costello Asset Management
Pennsylvania
$5.61M -$9.49K -56 -0.2%
DGAM
921
Desjardins Global Asset Management
Quebec, Canada
$5.6M -$6.33M -37,362 -53%
GAM
922
Gotham Asset Management
New York
$5.59M +$2.57M +15,156 +85%
PFA
923
Pathway Financial Advisers
Indiana
$5.59M +$5.59M +32,962 New
FCT
924
Family Capital Trust
Massachusetts
$5.58M -$14.6K -86 -0.3%
SVWAG
925
Sound View Wealth Advisors Group
Georgia
$5.55M +$273K +1,610 +5%
35 36
37
38 39