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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 %
VWM
1076
Valley Wealth Managers
New Jersey
$4.25M -$114K -674 -3%
DWT
1077
Dorsey & Whitney Trust
South Dakota
$4.22M -$217K -1,283 -5%
LA
1078
LVW Advisors
New York
$4.22M -$514K -3,035 -11%
RIA
1079
Regal Investment Advisors
Michigan
$4.22M +$142K +837 +3%
CWP
1080
CFM Wealth Partners
Texas
$4.21M +$12.2K +72 +0.3%
AAM
1081
Azzad Asset Management
Virginia
$4.19M +$28.1K +166 +0.7%
PP
1082
Pegasus Partners
Wisconsin
$4.18M +$272K +1,608 +7%
PA
1083
Procyon Advisors
Connecticut
$4.18M +$167K +985 +4%
RDWM
1084
Red Door Wealth Management
Tennessee
$4.17M +$163K +962 +4%
DAS
1085
Dynamic Advisor Solutions
Arizona
$4.17M -$359K -2,116 -8%
LWANC
1086
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.17M +$13.9K +82 +0.3%
PAM
1087
Peninsula Asset Management
Florida
$4.16M +$77.9K +460 +2%
BJL
1088
Brighton Jones LLC
Washington
$4.16M +$107K +633 +3%
CFGS
1089
Concourse Financial Group Securities
Alabama
$4.16M +$149K +878 +4%
VCA
1090
Verdence Capital Advisors
Maryland
$4.14M +$98.6K +582 +2%
SCA
1091
St. Clair Advisors
Ohio
$4.14M +$676K +3,990 +20%
MC
1092
Middleton & Co
Massachusetts
$4.13M -$14.7K -87 -0.4%
ECM
1093
Exchange Capital Management
Michigan
$4.13M -$208K -1,230 -5%
DIA
1094
Dana Investment Advisors
Wisconsin
$4.11M +$335K +1,976 +9%
HI
1095
Harbour Investments
Wisconsin
$4.11M +$136K +801 +3%
Parallax Volatility Advisers
1096
Parallax Volatility Advisers
California
$4.11M +$4.09M +24,114 +20,095%
NFG
1097
Nations Financial Group
Iowa
$4.1M +$1.03M +6,084 +34%
JWCA
1098
J.W. Coons Advisors
Ohio
$4.1M -$373K -2,200 -8%
CFMC
1099
Curbstone Financial Management Corp
New Hampshire
$4.1M -$8.47K -50 -0.2%
PNAA
1100
Pictet North America Advisors
Switzerland
$4.09M -$9.32K -55 -0.2%
42 43
44
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