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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 %
IPW
951
IronBridge Private Wealth
Texas
$5.66M +$2.2M +12,069 +64%
LA
952
LVW Advisors
New York
$5.65M -$110K -605 -2%
MS
953
Marshall & Sullivan
Washington
$5.63M +$32.8K +180 +0.6%
PFSC
954
Peoples Financial Services Corp
Pennsylvania
$5.61M -$52.3K -287 -0.9%
AF
955
Allworth Financial
California
$5.61M -$27K -148 -0.5%
EF
956
Empowered Funds
Pennsylvania
$5.61M -$673K -3,694 -11%
HNWAG
957
High Net Worth Advisory Group
Florida
$5.61M -$120K -660 -2%
HCM
958
Horrell Capital Management
Arkansas
$5.61M +$33.5K +184 +0.6%
MMM
959
Mendel Money Management
Illinois
$5.6M -$136K -746 -2%
TCOO
960
Trust Company of Oklahoma
Oklahoma
$5.59M -$389K -2,133 -7%
RGC
961
Roberts, Glore & Co
Illinois
$5.57M -$6.02K -33 -0.1%
DWP
962
Daymark Wealth Partners
Ohio
$5.57M +$462K +2,532 +9%
SHFA
963
SS&H Financial Advisors
Michigan
$5.57M +$67.3K +369 +1%
WAS
964
WESPAC Advisors SoCal
California
$5.57M +$132K +725 +2%
NW
965
NewEdge Wealth
Pennsylvania
$5.57M +$360K +1,975 +7%
EWA
966
Exencial Wealth Advisors
Oklahoma
$5.56M +$129K +707 +2%
CRIG
967
Charter Research & Investment Group
Connecticut
$5.55M -$44.3K -243 -0.8%
RIM
968
Reliant Investment Management
Tennessee
$5.55M -$495K -2,715 -8%
KWMG
969
King Wealth Management Group
Florida
$5.54M +$87.7K +481 +2%
AAIS
970
ABN AMRO Investment Solutions
$5.54M +$5.54M +30,388 New
AAA
971
Adams Asset Advisors
Texas
$5.53M – – –
CJL
972
Cyrus J. Lawrence
New York
$5.53M +$18.8K +103 +0.3%
BCA
973
Bernzott Capital Advisors
California
$5.5M -$1.08M -5,930 -16%
AG
974
AIA Group
Hong Kong
$5.46M -$25.9K -142 -0.5%
SWK
975
Stephen W. Kidder
$5.46M -$63.8K -350 -1%
37 38
39
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