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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 %
TA
1126
Tectonic Advisors
Texas
$4.29M +$601K +3,297 +16%
PA
1127
Procyon Advisors
Connecticut
$4.28M -$59.8K -328 -1%
BCM
1128
Bayesian Capital Management
New York
$4.27M +$3.89M +21,338 +1,035%
VWMG
1129
Virginia Wealth Management Group
Virginia
$4.27M +$70K +384 +2%
SC
1130
Schulhoff & Co
Ohio
$4.26M +$912 +5 +0%
FMTCOCP
1131
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.25M +$178K +975 +4%
BCB
1132
Brian C. Broderick
$4.24M +$7.29K +40 +0.2%
BONH
1133
Bank of New Hampshire
New Hampshire
$4.23M -$109K -597 -3%
BIC
1134
Beach Investment Counsel
Pennsylvania
$4.22M – – –
UHC
1135
Union Heritage Capital
Michigan
$4.21M – – –
NGA
1136
Naples Global Advisors
Florida
$4.2M -$119K -655 -3%
MWM
1137
Mission Wealth Management
California
$4.2M -$124K -678 -3%
CS
1138
Comerica Securities
Michigan
$4.19M +$1.96M +10,741 +88%
RIA
1139
Regal Investment Advisors
Michigan
$4.19M +$403K +2,211 +11%
NFC
1140
Northeast Financial Consultants
Connecticut
$4.18M -$1.46K -8 -0%
BA
1141
BCM Advisors
Louisiana
$4.17M – – –
WC
1142
Waterloo Capital
Texas
$4.16M +$4.16M +22,816 New
ACM
1143
Alpha Capital Management
Texas
$4.16M – – –
AB
1144
Atlas Brown
Kentucky
$4.16M +$19.7K +108 +0.5%
BJL
1145
Brighton Jones LLC
Washington
$4.16M +$54.1K +297 +1%
CP
1146
Cumberland Partners
Ontario, Canada
$4.16M -$3.31M -18,130 -44%
MCP
1147
Martin Capital Partners
Oregon
$4.15M +$104K +572 +3%
CBA
1148
Coastal Bridge Advisors
Connecticut
$4.14M -$59.4K -326 -1%
BMO
1149
Beck Mack & Oliver
New York
$4.13M -$12.8K -70 -0.3%
SLI
1150
Sumitomo Life Insurance
Japan
$4.13M -$94.8K -520 -2%
44 45
46
47 48