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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 %
SIM
976
Stratos Investment Management
Ohio
$5.44M +$6.56K +36 +0.1%
FGP
977
Foyston, Gordon, & Payne
Ontario, Canada
$5.43M -$110K -602 -2%
RPC
978
Rossmore Private Capital
Connecticut
$5.42M -$107K -589 -2%
LNC
979
Lincoln National Corp
Pennsylvania
$5.41M -$67.5K -370 -1%
WP
980
WMS Partners
Maryland
$5.41M +$17K +93 +0.3%
GC
981
Grimes & Company
Massachusetts
$5.4M +$341K +1,871 +7%
CAL
982
Capital Analysts LLC
Pennsylvania
$5.4M +$86.2K +473 +2%
IMOV
983
Investment Management of Virginia
Virginia
$5.39M -$12.9K -71 -0.2%
JAG
984
Journey Advisory Group
Kentucky
$5.38M -$76.4K -419 -1%
SSW
985
Stone Summit Wealth
Florida
$5.37M -$83.9K -460 -2%
ANTB
986
AMG National Trust Bank
Colorado
$5.36M +$93.2K +511 +2%
CCMINC
987
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.35M +$15.9K +87 +0.3%
QI
988
QV Investors
Alberta, Canada
$5.34M -$288K -1,580 -5%
HCM
989
Hall Capital Management
Rhode Island
$5.34M +$16.2K +89 +0.3%
PWM
990
Peterson Wealth Management
Nevada
$5.33M +$488K +2,675 +10%
FIM
991
Fruth Investment Management
Texas
$5.3M -$6.56K -36 -0.1%
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$5.3M -$299K -1,641 -5%
HSA
993
HBK Sorce Advisory
Pennsylvania
$5.29M -$5.23M -28,715 -50%
BRM
994
Boston Research & Management
Massachusetts
$5.29M +$50.9K +279 +1%
OIM
995
Opus Investment Management
Massachusetts
$5.29M – – –
NIC
996
Northwest Investment Counselors
Oregon
$5.29M -$67.5K -370 -1%
CWG
997
Cornerstone Wealth Group
North Carolina
$5.27M -$23.5K -129 -0.4%
ERWM
998
Elk River Wealth Management
Colorado
$5.25M +$156K +858 +3%
AWM
999
Axxcess Wealth Management
California
$5.25M +$47.4K +260 +0.9%
WA
1000
WBH Advisory
Maryland
$5.23M +$5.23M +28,681 New
38 39
40
41 42