PEP icon

PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1076
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.54M -$43.3K -234 -0.9%
MC
1077
Middleton & Co
Massachusetts
$4.53M -$66.3K -358 -1%
NSAM
1078
North Star Asset Management
Wisconsin
$4.52M -$83.4K -450 -2%
FC
1079
FORA Capital
Florida
$4.52M +$4.52M +24,405 New
PL
1080
Plancorp LLC
Missouri
$4.49M +$51.5K +278 +1%
PNAA
1081
Pictet North America Advisors
Switzerland
$4.49M +$101K +546 +2%
CFMC
1082
Curbstone Financial Management Corp
New Hampshire
$4.49M -$152K -820 -3%
BAM
1083
Belpointe Asset Management
Nevada
$4.47M -$2.1M -11,360 -32%
PAM
1084
Peninsula Asset Management
Florida
$4.47M -$33.3K -180 -0.7%
FSC
1085
Full Sail Capital
Oklahoma
$4.45M -$12.2K -66 -0.3%
RIA
1086
Regal Investment Advisors
Michigan
$4.45M +$197K +1,061 +5%
EL
1087
Essex LLC
Illinois
$4.45M -$140K -755 -3%
KNW
1088
Kesler Norman & Wride
Utah
$4.44M -$35.2K -190 -0.8%
CCB
1089
Country Club Bank
Missouri
$4.44M -$177K -962 -4%
BJL
1090
Brighton Jones LLC
Washington
$4.43M +$206K +1,111 +5%
VCA
1091
Verdence Capital Advisors
Maryland
$4.42M +$1.67K +9 +0%
TA
1092
Tiedemann Advisors
New York
$4.41M +$675K +3,642 +18%
CWM
1093
Cordatus Wealth Management
Pennsylvania
$4.41M +$4.41M +23,784 New
CWM
1094
Compass Wealth Management
Connecticut
$4.4M -$262K -1,415 -6%
MWM
1095
Mission Wealth Management
California
$4.39M +$127K +686 +3%
CA
1096
Cullinan Associates
Kentucky
$4.39M -$326K -1,760 -7%
PA
1097
Procyon Advisors
Connecticut
$4.39M +$33.3K +180 +0.8%
RDWM
1098
Red Door Wealth Management
Tennessee
$4.38M +$908K +4,903 +26%
AC
1099
Addison Capital
Pennsylvania
$4.38M -$17.2K -93 -0.4%
CCG
1100
Chatham Capital Group
Georgia
$4.38M +$11.1K +60 +0.3%
42 43
44
45 46