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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 %
TA
1026
Tectonic Advisors
Texas
$4.61M +$363K +2,140 +9%
IWP
1027
Icon Wealth Partners
Texas
$4.6M -$352K -2,080 -7%
BCA
1028
Bernzott Capital Advisors
California
$4.59M -$416K -2,457 -8%
EFS
1029
Essex Financial Services
Connecticut
$4.59M +$4.24K +25 +0.1%
RWM
1030
RBA Wealth Management
California
$4.59M +$13.9K +82 +0.3%
BA
1031
Baugh & Associates
Georgia
$4.59M -$7.29K -43 -0.2%
WC
1032
Westhampton Capital
North Carolina
$4.58M -$5.08K -30 -0.1%
HCM
1033
Hall Capital Management
Rhode Island
$4.57M -$400K -2,359 -8%
AAMA
1034
Advanced Asset Management Advisors
Ohio
$4.57M – – –
BKA
1035
Brick & Kyle Associates
Pennsylvania
$4.57M +$122K +720 +3%
BAM
1036
Belpointe Asset Management
Nevada
$4.57M +$475K +2,801 +12%
TCA
1037
Transcend Capital Advisors
New Jersey
$4.56M -$12.7K -75 -0.3%
KFS
1038
Kurt F. Somerville
$4.55M -$244K -1,438 -5%
GP
1039
Girard Partners
Pennsylvania
$4.54M +$8.64K +51 +0.2%
FPB
1040
First PREMIER Bank
South Dakota
$4.54M -$54.4K -321 -1%
CB
1041
Cadence Bank
Mississippi
$4.54M -$678 -4 -0%
RMCM
1042
Reynders McVeigh Capital Management
Massachusetts
$4.53M -$48.1K -284 -1%
PMG
1043
ProVise Management Group
Florida
$4.53M +$769K +4,540 +20%
AAA
1044
Adams Asset Advisors
Texas
$4.53M – – –
NS
1045
NBC Securities
Alabama
$4.51M +$4.51M +26,646 New
VAS
1046
Vestmark Advisory Solutions
Massachusetts
$4.49M -$4.88M -28,830 -52%
GWI
1047
Grace & White Inc
New York
$4.49M – – –
Aristotle Capital Management
1048
Aristotle Capital Management
California
$4.48M – – –
TPA
1049
Trivium Point Advisory
Connecticut
$4.47M -$14.8K -88 -0.3%
STC
1050
Sarah T. Connolly
$4.47M -$9.32K -55 -0.2%
40 41
42
43 44