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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 %
IWM
1076
IHT Wealth Management
Illinois
$4.58M +$1.02M +5,575 +29%
CFMC
1077
Curbstone Financial Management Corp
New Hampshire
$4.56M -$116K -634 -2%
SAM
1078
Smithbridge Asset Management
Pennsylvania
$4.55M +$261K +1,430 +6%
KTC
1079
Kistler-Tiffany Companies
Pennsylvania
$4.55M +$66.9K +367 +1%
DWT
1080
Dorsey & Whitney Trust
South Dakota
$4.54M -$49.4K -271 -1%
CCB
1081
Country Club Bank
Missouri
$4.54M +$58.2K +322 +1%
NSAM
1082
North Star Asset Management
Wisconsin
$4.53M -$132K -726 -3%
MC
1083
Middleton & Co
Massachusetts
$4.53M +$8.2K +45 +0.2%
CT
1084
Coastline Trust
Rhode Island
$4.53M -$85.5K -469 -2%
CAM
1085
Columbia Asset Management
Michigan
$4.52M +$21.1K +116 +0.5%
CWP
1086
CFM Wealth Partners
Texas
$4.52M +$12.2K +67 +0.3%
LWANC
1087
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.51M -$2.55K -14 -0.1%
EF
1088
Exeter Financial
Arizona
$4.5M -$1.83K -10 -0%
BL
1089
Balentine LLC
Georgia
$4.49M -$2.17M -11,878 -33%
AAM
1090
Azzad Asset Management
Virginia
$4.49M +$14K +77 +0.3%
EL
1091
Essex LLC
Illinois
$4.48M – – –
LWM
1092
Lyell Wealth Management
California
$4.47M -$115K -633 -3%
TAIM
1093
Te Ahumairangi Investment Management
New Zealand
$4.45M +$1.59M +8,720 +56%
RMCM
1094
Reynders McVeigh Capital Management
Massachusetts
$4.44M -$36.3K -199 -0.8%
MAS
1095
Meeder Advisory Services
Ohio
$4.44M -$82.2K -451 -2%
PAM
1096
Peninsula Asset Management
Florida
$4.43M -$38.3K -210 -0.9%
HCM
1097
Hodges Capital Management
Texas
$4.42M -$274K -1,369 -6%
QPBE
1098
Quintet Private Bank (Europe)
Luxembourg
$4.42M +$4.42M +24,228 New
KNW
1099
Kesler Norman & Wride
Utah
$4.41M -$128K -701 -3%
LA
1100
Legacy Advisors
Pennsylvania
$4.4M +$437K +2,396 +11%
42 43
44
45 46