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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 %
WKWM
1301
Walter & Keenan Wealth Management
Indiana
$3.15M -$66.4K -364 -2%
KCPG
1302
Kavar Capital Partners Group
Kansas
$3.14M +$79.3K +435 +3%
VIA
1303
Vickerman Investment Advisors
Washington
$3.14M -$10.9K -60 -0.3%
CAG
1304
Csenge Advisory Group
Florida
$3.14M +$201K +1,105 +7%
NDSI
1305
Newman Dignan & Sheerar Inc
Rhode Island
$3.13M -$36.3K -199 -1%
VNA
1306
Valley National Advisers
Pennsylvania
$3.13M -$48.2K -260 -2%
HFS
1307
Howard Financial Services
Texas
$3.12M +$33.2K +182 +1%
UAS
1308
United Asset Strategies
New York
$3.12M +$51K +280 +2%
SMC
1309
Smith, Moore & Co
Missouri
$3.11M +$12.8K +70 +0.4%
MCAI
1310
Members Capital Advisors Inc
Wisconsin
$3.11M – – –
MLM
1311
Mount Lucas Management
Pennsylvania
$3.11M +$126K +693 +4%
RHDIC
1312
R.H. Dinel Investment Counsel
California
$3.1M +$3.1M +16,998 New
LC
1313
Lincoln Capital
Nebraska
$3.09M +$25.5K +140 +0.8%
DFA
1314
Delta Financial Advisors
Louisiana
$3.08M -$19K -104 -0.6%
PWM
1315
Perigon Wealth Management
California
$3.08M +$536K +2,939 +21%
BCM
1316
Brookmont Capital Management
Texas
$3.07M -$3.83K -21 -0.1%
JCM
1317
Jacobi Capital Management
Pennsylvania
$3.06M -$8.2K -45 -0.3%
RA
1318
RFG Advisory
Alabama
$3.06M +$4.74K +26 +0.2%
CI
1319
Cigna Investments
Connecticut
$3.06M -$54.1K -297 -2%
AIM
1320
Athena Investment Management
California
$3.05M -$1.82K -10 -0.1%
FB
1321
Fulton Bank
Pennsylvania
$3.05M +$12.2K +67 +0.4%
FMAEN1
1322
Fund Management at Engine No 1
California
$3.05M +$281K +1,539 +10%
RBC
1323
Romano Brothers & Co
Illinois
$3.03M +$53.8K +295 +2%
ECG
1324
Edge Capital Group
Georgia
$3.03M +$1.06M +5,821 +54%
LDB
1325
Lee, Danner & Bass
Tennessee
$3.01M -$3.83K -21 -0.1%
51 52
53
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