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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 %
CCA
1201
Cadent Capital Advisors
Oklahoma
$3.7M +$12.4K +68 +0.3%
KC
1202
Kinloch Capital
Virginia
$3.7M +$62.2K +341 +2%
AL
1203
Aspiriant LLC
California
$3.68M -$27.7K -152 -0.7%
MOS
1204
MGO One Seven
Ohio
$3.68M +$535K +2,935 +17%
TA
1205
Tiedemann Advisors
New York
$3.68M -$131K -721 -3%
MC
1206
Maverick Capital
Texas
$3.68M +$2.47M +13,564 +205%
SP
1207
Symmetry Partners
Connecticut
$3.66M -$1.18M -6,455 -24%
BSA
1208
Bull Street Advisors
Georgia
$3.65M -$4.56K -25 -0.1%
NFAM
1209
North Fourth Asset Management
New Jersey
$3.65M +$3.65M +20,000 New
III
1210
Independent Investors Inc
New York
$3.65M – – –
GAM
1211
Griffin Asset Management
New York
$3.63M +$76.9K +422 +2%
CCB
1212
Cutter & Co Brokerage
Missouri
$3.62M -$24.1K -132 -0.7%
MP
1213
McDonald Partners
Ohio
$3.6M -$104K -573 -3%
BTWM
1214
Baker Tilly Wealth Management
Wisconsin
$3.6M -$339K -1,860 -9%
SCA
1215
St. Clair Advisors
Ohio
$3.6M +$1.59M +8,710 +79%
AIM
1216
Arcadia Investment Management
Michigan
$3.59M -$12K -66 -0.3%
PG
1217
Patten Group
Tennessee
$3.58M +$12.8K +70 +0.4%
ST
1218
Somerset Trust
Pennsylvania
$3.58M -$227K -1,243 -6%
PVI
1219
Pine Valley Investments
New Jersey
$3.57M +$3.57M +20,337 New
CA
1220
Claro Advisors
Massachusetts
$3.57M +$72K +395 +2%
SMFG
1221
Sumitomo Mitsui Financial Group
Japan
$3.57M +$371K +2,035 +12%
LIM
1222
Leavell Investment Management
Alabama
$3.57M -$191K -1,050 -5%
GFS
1223
GYL Financial Synergies
Connecticut
$3.55M +$2.07M +11,345 +140%
ECM
1224
Estabrook Capital Management
New York
$3.55M -$122K -667 -3%
MA
1225
Mutual Advisors
Nebraska
$3.55M +$393K +2,157 +12%
47 48
49
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