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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 %
JWCA
1051
J.W. Coons Advisors
Ohio
$4.81M – – –
IFAM
1052
Institutional & Family Asset Management
Colorado
$4.81M +$87.1K +478 +2%
TMAM
1053
Tokio Marine Asset Management
Japan
$4.77M +$549K +3,012 +13%
BKA
1054
Brick & Kyle Associates
Pennsylvania
$4.77M -$1.46K -8 -0%
TCA
1055
Transcend Capital Advisors
New Jersey
$4.76M +$412K +2,261 +9%
CL
1056
Choreo LLC
Illinois
$4.75M +$3.58M +19,649 +306%
WANY
1057
Wealthspire Advisors (New York)
New York
$4.74M -$827K -4,537 -15%
RB
1058
Rodgers Brothers
Pennsylvania
$4.74M -$82K -450 -2%
SRC
1059
Shufro Rose & Co
New York
$4.73M -$116K -638 -2%
DAS
1060
Dynamic Advisor Solutions
Arizona
$4.72M +$96.1K +527 +2%
DW
1061
Domani Wealth
Pennsylvania
$4.7M – – –
ADL
1062
Asset Dedication LLC
California
$4.68M +$199K +1,091 +4%
CWS
1063
Confluence Wealth Services
Pennsylvania
$4.67M +$3.28K +18 +0.1%
BFO
1064
Biltmore Family Office
North Carolina
$4.65M +$1.15M +6,312 +33%
CA
1065
Cullinan Associates
Kentucky
$4.64M -$166K -908 -3%
ADIM
1066
Alpha DNA Investment Management
Maryland
$4.63M +$2.93M +16,086 +172%
CT
1067
Chicago Trust
Illinois
$4.63M -$1.81M -9,906 -28%
BFPW
1068
BOK Financial Private Wealth
Colorado
$4.63M +$170K +934 +4%
IIM
1069
Ipswich Investment Management
Massachusetts
$4.61M +$232K +1,270 +5%
Edgewood Management
1070
Edgewood Management
Connecticut
$4.61M -$32.8K -180 -0.7%
BWM
1071
Bulltick Wealth Management
Florida
$4.61M +$4.61M +25,263 New
DAM
1072
Diamant Asset Management
Connecticut
$4.6M +$68.4K +375 +2%
AMM
1073
American Money Management
California
$4.6M +$50.7K +278 +1%
CWM
1074
Compass Wealth Management
Connecticut
$4.59M -$128K -700 -3%
BC
1075
Burney Company
Virginia
$4.59M +$437K +2,395 +11%
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