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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 %
CAL
1001
Capital Analysts LLC
Pennsylvania
$4.88M +$5.93K +35 +0.1%
NIC
1002
Northwest Investment Counselors
Oregon
$4.86M +$42.5K +251 +0.9%
RPC
1003
Rossmore Private Capital
Connecticut
$4.85M +$24.9K +147 +0.5%
TL
1004
Tradewinds LLC
North Carolina
$4.8M +$63.9K +377 +1%
ET
1005
Equitable Trust
Tennessee
$4.8M +$71.8K +424 +2%
LRIC
1006
Long Road Investment Counsel
Michigan
$4.8M – – –
SCP
1007
Shorepoint Capital Partners
Massachusetts
$4.79M -$24.2K -143 -0.5%
BBA
1008
BLB&B Advisors
Pennsylvania
$4.78M +$148K +871 +3%
CWG
1009
Cornerstone Wealth Group
North Carolina
$4.76M -$90.7K -535 -2%
LWM
1010
Lyell Wealth Management
California
$4.74M +$189K +1,113 +4%
KFP
1011
KMG Fiduciary Partners
Ohio
$4.74M -$8.47K -50 -0.2%
Kovitz Investment Group Partners
1012
Kovitz Investment Group Partners
Illinois
$4.73M -$230K -1,360 -5%
ADL
1013
Asset Dedication LLC
California
$4.72M +$203K +1,191 +4%
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$4.71M +$138K +813 +3%
GC
1015
Grimes & Company
Massachusetts
$4.7M -$35.6K -210 -0.8%
ERWM
1016
Elk River Wealth Management
Colorado
$4.7M +$48.5K +286 +1%
MCC
1017
Money Concepts Capital
Florida
$4.68M -$908K -5,362 -16%
BMC
1018
Beaton Management Company
Massachusetts
$4.67M +$4.75K +28 +0.1%
HWM
1019
Heirloom Wealth Management
Colorado
$4.66M -$81.7K -482 -2%
MIP
1020
Marietta Investment Partners
Wisconsin
$4.66M +$103K +605 +2%
VAS
1021
Valicenti Advisory Services
New York
$4.66M +$163K +964 +4%
HCA
1022
Harbour Capital Advisors
Virginia
$4.63M +$103K +610 +2%
WA
1023
WBH Advisory
Maryland
$4.63M -$276K -1,628 -6%
LTI
1024
Laffer Tengler Investments
Tennessee
$4.63M +$4.4M +25,962 +1,946%
MMG
1025
Monetary Management Group
Missouri
$4.62M -$44.9K -265 -1%
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