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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 %
FTA
976
Financial & Tax Architects
Missouri
$5.08M +$178K +1,051 +4%
TPCW
977
TD Private Client Wealth
New York
$5.07M -$430K -2,536 -8%
SHFA
978
SS&H Financial Advisors
Michigan
$5.06M +$5.06M +29,875 New
BCM
979
Brookstone Capital Management
Illinois
$5.06M +$208K +1,296 +4%
SFS
980
Sowell Financial Services
Arkansas
$5.06M -$852K -5,031 -14%
TCOO
981
Trust Company of Oklahoma
Oklahoma
$5.06M -$86.9K -513 -2%
CL
982
Choreo LLC
Illinois
$5.05M +$464K +2,737 +10%
PFSC
983
Peoples Financial Services Corp
Pennsylvania
$5.05M -$74.9K -442 -1%
TC
984
Telemus Capital
Michigan
$5.04M -$54.6K -322 -1%
SSW
985
Stone Summit Wealth
Florida
$5.04M +$6.78K +40 +0.1%
CCMINC
986
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.02M +$50K +295 +1%
CRIG
987
Charter Research & Investment Group
Connecticut
$5M -$116K -685 -2%
FIB
988
First Interstate Bank
Montana
$4.98M -$151K -890 -3%
TMAM
989
Tokio Marine Asset Management
Japan
$4.97M +$393K +2,318 +9%
PWMAG
990
Pinnacle Wealth Management Advisory Group
New Jersey
$4.97M – – –
ANTB
991
AMG National Trust Bank
Colorado
$4.96M -$103K -605 -2%
BRM
992
Boston Research & Management
Massachusetts
$4.95M +$40.7K +240 +0.8%
PWP
993
Principle Wealth Partners
Connecticut
$4.93M +$127K +749 +3%
MBTD
994
Mechanics Bank - Trust Department
California
$4.92M +$37.6K +222 +0.8%
OIM
995
Opus Investment Management
Massachusetts
$4.91M – – –
ACM
996
Advisors Capital Management
New Jersey
$4.91M +$84.5K +499 +2%
PAM
997
Pegasus Asset Management
New York
$4.91M +$53.2K +314 +1%
WP
998
WMS Partners
Maryland
$4.9M -$31.5K -186 -0.6%
FIM
999
Fruth Investment Management
Texas
$4.89M -$16.9K -100 -0.3%
IWM
1000
IHT Wealth Management
Illinois
$4.89M +$263K +1,553 +6%
38 39
40
41 42