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PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1301
GSB Wealth Management
Connecticut
$2.95M +$16.1K +95 +0.5%
JFGIW
1302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.95M +$131K +772 +5%
MOS
1303
MGO One Seven
Ohio
$2.95M -$33.6K -198 -1%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$2.94M -$21.9K -129 -0.7%
WEG
1305
World Equity Group
Illinois
$2.94M +$1.69M +9,955 +135%
BTWM
1306
Baker Tilly Wealth Management
Wisconsin
$2.94M -$332K -1,959 -10%
OCM
1307
Orser Capital Management
Texas
$2.94M -$6.78K -40 -0.2%
DFA
1308
Delta Financial Advisors
Louisiana
$2.93M -$3.9K -23 -0.1%
FSC
1309
Full Sail Capital
Oklahoma
$2.93M -$1.15M -6,767 -28%
SCA
1310
Sage Capital Advisors
South Dakota
$2.92M +$9.15K +54 +0.3%
PAMG
1311
Patton Albertson Miller Group
Tennessee
$2.92M -$25.4K -150 -0.9%
TA
1312
Tiedemann Advisors
New York
$2.91M -$1.12M -6,623 -28%
AIP
1313
ARS Investment Partners
New York
$2.91M -$4.24K -25 -0.1%
MMA
1314
Mizuho Markets Americas
New York
$2.91M +$2.91M +17,194 New
JCM
1315
Jacobi Capital Management
Pennsylvania
$2.91M +$28.3K +167 +1%
CIA
1316
Covington Investment Advisors
Pennsylvania
$2.91M +$261K +1,540 +10%
HHAA
1317
Henry H. Armstrong Associates
Pennsylvania
$2.9M – – –
LBC
1318
Lawrence B. Cohen
$2.9M +$140K +827 +5%
LS
1319
Livforsakringsbolaget Skandia
Sweden
$2.9M -$119K -700 -4%
LC
1320
Lincoln Capital
Nebraska
$2.89M – – –
VIA
1321
Vickerman Investment Advisors
Washington
$2.88M -$30.8K -182 -1%
RHDIC
1322
R.H. Dinel Investment Counsel
California
$2.88M – – –
EFMC
1323
Empire Financial Management Company
New York
$2.87M -$68.5K -404 -2%
RBA
1324
Richard Bernstein Advisors
New York
$2.86M -$4.25M -25,077 -60%
LDB
1325
Lee, Danner & Bass
Tennessee
$2.85M +$59.3K +350 +2%
51 52
53
54 55