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 %
Aristotle Capital Management
926
Aristotle Capital Management
California
$5.92M -$153K -840 -3%
PFA
927
Pathway Financial Advisers
Indiana
$5.89M +$84.4K +463 +1%
CWM
928
Concentric Wealth Management
California
$5.89M +$55.4K +304 +1%
ACM
929
Ayrshire Capital Management
Connecticut
$5.89M +$18.6K +102 +0.3%
TC
930
Telemus Capital
Michigan
$5.89M -$49.6K -272 -0.8%
EGA
931
Eagle Global Advisors
Texas
$5.88M – – –
S
932
SignatureFD
Georgia
$5.88M +$670K +3,677 +13%
TPCW
933
TD Private Client Wealth
New York
$5.87M +$206K +1,128 +4%
FIB
934
First Interstate Bank
Montana
$5.86M -$406K -2,229 -6%
SAM
935
SP Asset Management
California
$5.85M -$86.6K -475 -1%
MNBTD
936
Moody National Bank Trust Division
Texas
$5.85M +$912 +5 +0%
CW
937
CreativeOne Wealth
Kansas
$5.83M +$48.9K +268 +0.8%
BP
938
Ballentine Partners
Massachusetts
$5.82M +$234K +1,286 +4%
MRCM
939
M&R Capital Management
New Jersey
$5.82M +$35.4K +194 +0.6%
HI
940
Horizon Investments
North Carolina
$5.8M -$3.73M -20,443 -39%
ST
941
Spinnaker Trust
Maine
$5.74M -$1.33M -7,282 -19%
HFM
942
Hartford Financial Management
Connecticut
$5.73M -$24.4K -134 -0.4%
BG
943
Bollard Group
Massachusetts
$5.73M +$6.02K +33 +0.1%
HAC
944
Harbor Advisory Corp
New Hampshire
$5.72M -$64.9K -356 -1%
SCM
945
SKBA Capital Management
California
$5.71M -$131K -720 -2%
PHS
946
Pekin Hardy Strauss
Illinois
$5.71M -$73.8K -405 -1%
TLP
947
Trinity Legacy Partners
Texas
$5.7M +$17K +93 +0.3%
FHB
948
First Hawaiian Bank
Hawaii
$5.69M +$433K +2,376 +8%
MWM
949
Modera Wealth Management
New Jersey
$5.69M -$51K -280 -0.9%
MMG
950
Monetary Management Group
Missouri
$5.68M -$50.1K -275 -0.9%
36 37
38
39 40