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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 %
GAM
1176
Garrison Asset Management
Arkansas
$3.92M +$9.66K +53 +0.2%
FAP
1177
Financial Advisory Partners
Florida
$3.92M -$22.8K -125 -0.6%
DCM
1178
Donaldson Capital Management
Indiana
$3.9M -$145K -798 -4%
GIA
1179
Gladstone Institutional Advisory
Florida
$3.9M -$878K -4,815 -18%
VWA
1180
V Wealth Advisors
Kansas
$3.89M +$158K +867 +4%
JCM
1181
Jag Capital Management
Missouri
$3.88M -$181K -991 -4%
BMA
1182
Brooks Moore & Associates
Tennessee
$3.88M +$5.29K +29 +0.1%
SWM
1183
Shakespeare Wealth Management
Wisconsin
$3.88M +$1.09K +6 +0%
BA
1184
Bristlecone Advisors
Washington
$3.87M +$8.2K +45 +0.2%
SSW
1185
Smith Shellnut Wilson
Mississippi
$3.86M – – –
LSAG
1186
Lake Street Advisors Group
New Hampshire
$3.86M -$415K -2,279 -10%
SWA
1187
Stratos Wealth Advisors
Ohio
$3.85M -$27K -148 -0.7%
HT
1188
Heritage Trust
Oklahoma
$3.85M +$32.8K +180 +0.9%
MCM
1189
Monument Capital Management
Virginia
$3.84M +$2.11M +11,584 +122%
AC
1190
Asio Capital
Kentucky
$3.84M +$144K +788 +4%
GWSG
1191
GPS Wealth Strategies Group
Colorado
$3.83M +$146K +803 +4%
PFS
1192
Physicians Financial Services
North Carolina
$3.83M +$18.2K +100 +0.5%
WPW
1193
Waldron Private Wealth
Pennsylvania
$3.82M -$13.5K -74 -0.4%
WG
1194
Watchman Group
Texas
$3.81M -$50.1K -275 -1%
AWCI
1195
Alpine Woods Capital Investors
New York
$3.8M -$1.14M -6,239 -23%
DBT
1196
Dubuque Bank & Trust
Iowa
$3.78M -$182K -1,001 -5%
BEI
1197
Benjamin Edwards Inc
Missouri
$3.77M +$173K +950 +5%
AMIM
1198
Aull & Monroe Investment Management
Alabama
$3.76M -$85.3K -468 -2%
NG
1199
Northstar Group
New York
$3.74M +$21.3K +117 +0.6%
PGAM
1200
Princeton Global Asset Management
New Jersey
$3.71M +$60.7K +333 +2%
46 47
48
49 50