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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 %
CB
1026
Cadence Bank
Mississippi
$4.98M -$45.2K -248 -0.9%
BA
1027
Baugh & Associates
Georgia
$4.95M -$111K -599 -2%
GAM
1028
Gotham Asset Management
New York
$4.95M -$416K -2,283 -8%
PCA
1029
Providence Capital Advisors
North Carolina
$4.94M +$27.3K +150 +0.6%
CS
1030
Cannell & Spears
New York
$4.94M -$69.8K -383 -1%
KHCM
1031
Kettle Hill Capital Management
New York
$4.94M +$4.94M +27,093 New
TL
1032
Tradewinds LLC
North Carolina
$4.94M +$4.94M +27,092 New
VWM
1033
Valley Wealth Managers
New Jersey
$4.93M -$80.4K -441 -2%
TPA
1034
Trivium Point Advisory
Connecticut
$4.93M +$136K +745 +3%
HWM
1035
Heirloom Wealth Management
Colorado
$4.93M +$907K +4,978 +23%
MIP
1036
Marietta Investment Partners
Wisconsin
$4.92M – – –
AAMA
1037
Advanced Asset Management Advisors
Ohio
$4.92M – – –
GD
1038
Grandfield & Dodd
New York
$4.91M – – –
SCP
1039
Shorepoint Capital Partners
Massachusetts
$4.91M -$7.84K -43 -0.2%
WC
1040
Westhampton Capital
North Carolina
$4.89M – – –
BCM
1041
Brookstone Capital Management
Illinois
$4.89M -$1.49M -8,095 -23%
LI
1042
LMCG Investments
Massachusetts
$4.88M -$42.8K -235 -0.9%
VAS
1043
Valicenti Advisory Services
New York
$4.87M -$23.7K -130 -0.5%
SWM
1044
Spire Wealth Management
Virginia
$4.87M +$2.51M +13,764 +106%
SFS
1045
Sowell Financial Services
Arkansas
$4.86M +$299K +1,640 +7%
PI
1046
Pettee Investors
Connecticut
$4.85M -$9.12K -50 -0.2%
AF
1047
Arrow Financial
New York
$4.83M -$26.1K -143 -0.5%
ECM
1048
Exchange Capital Management
Michigan
$4.83M -$92.6K -508 -2%
GWI
1049
Grace & White Inc
New York
$4.83M +$72.9K +400 +2%
STC
1050
Sarah T. Connolly
$4.82M -$267K -1,467 -5%
40 41
42
43 44