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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 %
TSWM
1226
Triangle Securities Wealth Management
North Carolina
$3.54M -$87.7K -481 -2%
AOWM
1227
Alpha Omega Wealth Management
Virginia
$3.54M +$10.9K +60 +0.3%
LS
1228
Livforsakringsbolaget Skandia
Sweden
$3.54M – – –
OAM
1229
Oak Asset Management
California
$3.54M +$31.9K +175 +0.9%
BBI
1230
Baxter Bros Inc
Connecticut
$3.54M +$4.74K +26 +0.1%
CSA
1231
Cottage Street Advisors
Massachusetts
$3.54M -$593M -3,253,507 -99%
QCG
1232
Quadrant Capital Group
Ohio
$3.53M +$6.02K +33 +0.2%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$3.53M +$17.7K +97 +0.5%
SS
1234
Sunbelt Securities
Texas
$3.53M +$238K +1,314 +7%
WA
1235
Wealth Alliance
New York
$3.52M +$79.7K +437 +2%
NFG
1236
Nations Financial Group
Iowa
$3.52M +$219K +1,204 +7%
RCIM
1237
Red Cedar Investment Management
Michigan
$3.51M +$1.08M +5,936 +45%
PCM
1238
Pinnbrook Capital Management
New York
$3.51M +$3.51M +19,272 New
DI
1239
DFPG Investments
Utah
$3.51M +$1.84M +10,112 +110%
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$3.5M -$58.5K -321 -2%
IIA
1241
ICW Investment Advisors
Arizona
$3.5M +$127K +695 +4%
HCM
1242
Hengehold Capital Management
Ohio
$3.49M -$2.19K -12 -0.1%
CFA
1243
CWS Financial Advisors
Michigan
$3.48M +$34.8K +191 +1%
MJP
1244
Michael J. Puzo
$3.48M +$109K +599 +3%
PAM
1245
Paradigm Asset Management
New York
$3.47M – – –
SAG
1246
SageView Advisory Group
California
$3.46M +$1.29M +7,097 +60%
BS
1247
Bessemer Securities
New York
$3.45M -$565K -3,100 -14%
LFAS
1248
Level Four Advisory Services
Texas
$3.45M -$950K -5,212 -22%
ESB
1249
Essex Savings Bank
Connecticut
$3.45M +$19.5K +107 +0.6%
BIAS
1250
Beacon Investment Advisory Services
New Jersey
$3.44M +$24.1K +132 +0.7%
48 49
50
51 52