PEP icon

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 %
WA1
1276
Wimmer Associates 1
California
$3.32M -$160K -824 -5%
FBFS
1277
First Business Financial Services
Wisconsin
$3.32M +$35.2K +193 +1%
JIR
1278
James Investment Research
Ohio
$3.32M +$215K +1,180 +7%
WPC
1279
White Pine Capital
Minnesota
$3.3M -$126K -689 -4%
TNB
1280
Thomasville National Bank
Georgia
$3.29M +$126K +693 +4%
EWM
1281
EPG Wealth Management
Georgia
$3.27M +$478K +2,621 +17%
MSA
1282
Marino Stram & Associates
Massachusetts
$3.27M -$77.1K -423 -2%
BFA
1283
Benedict Financial Advisors
Georgia
$3.27M -$42.7K -234 -1%
CAG
1284
Crestwood Advisors Group
Massachusetts
$3.25M -$1.55M -8,487 -32%
DSC
1285
Duncker Streett & Co
Missouri
$3.24M -$189K -1,035 -6%
DA
1286
DCM Advisors
New York
$3.23M -$15.9K -87 -0.5%
TA
1287
TFG Advisers
Michigan
$3.22M +$97K +532 +3%
WAP
1288
Wealthcare Advisory Partners
Pennsylvania
$3.22M -$244K -1,337 -7%
OCM
1289
Orser Capital Management
Texas
$3.19M +$209K +1,145 +7%
HHAA
1290
Henry H. Armstrong Associates
Pennsylvania
$3.19M -$4.56K -25 -0.1%
MCM
1291
Mitchell Capital Management
Kansas
$3.19M +$74.2K +407 +2%
SG
1292
Stonnington Group
California
$3.19M – – –
FCH
1293
Freestone Capital Holdings
Washington
$3.18M -$50.3K -276 -2%
HIM
1294
Harbour Investment Management
Washington
$3.18M – – –
FBC
1295
Fairfield, Bush & Co
Connecticut
$3.17M -$4.74K -26 -0.1%
BWP
1296
BSW Wealth Partners
Colorado
$3.17M -$218K -1,197 -6%
ST
1297
Sentinel Trust
Texas
$3.17M +$3.17M +17,382 New
SIG
1298
Stonegate Investment Group
Alabama
$3.16M +$1.31M +7,183 +71%
AIP
1299
ARS Investment Partners
New York
$3.15M – – –
GWM
1300
GSB Wealth Management
Connecticut
$3.15M -$485K -2,658 -13%
50 51
52
53 54