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 %
CWA
1326
CM Wealth Advisors
Ohio
$3M +$2.01M +10,641 +202%
BTI
1327
Blue Trust Inc
Georgia
$2.99M -$572K -3,167 -16%
LBC
1328
Lawrence B. Cohen
$2.99M -$605K -3,318 -17%
NF
1329
Nvest Financial
New Hampshire
$2.99M +$147K +807 +5%
NAMP
1330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.98M +$66K +362 +2%
MIM
1331
Moseley Investment Management
Florida
$2.98M +$132K +723 +5%
JFGIW
1332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.98M +$242K +1,328 +9%
CD
1333
Chapin Davis
Maryland
$2.98M +$413K +2,267 +16%
TBNY
1334
Trustco Bank (New York)
New York
$2.96M +$43.8K +240 +1%
IAS
1335
Investment Advisory Services
Texas
$2.96M +$25.3K +139 +0.9%
PS
1336
Pensionfund Sabic
Netherlands
$2.95M -$273K -1,500 -8%
IPW
1337
Inlet Private Wealth
Florida
$2.94M -$23.7K -130 -0.8%
CIA
1338
Citadel Investment Advisory
Ohio
$2.94M -$36.5K -200 -1%
VA
1339
Valmark Advisers
Ohio
$2.93M +$90.4K +496 +3%
SAM
1340
Silphium Asset Management
United Kingdom
$2.93M +$1.4M +7,700 +92%
TPCM
1341
Templeton & Phillips Capital Management
Tennessee
$2.92M -$45.6K -250 -2%
LMKC
1342
L.M. Kohn & Company
Ohio
$2.92M -$67.8K -372 -2%
WAAG
1343
Wealth Alliance Advisory Group
Kansas
$2.92M +$134K +734 +5%
TGAM
1344
TBH Global Asset Management
Tennessee
$2.92M +$66.2K +363 +2%
BOSSRA
1345
B.O.S.S. Retirement Advisors
Utah
$2.91M +$219K +1,200 +8%
AFA
1346
AllGen Financial Advisors
Florida
$2.91M -$37.2K -204 -1%
SM
1347
STF Management
Texas
$2.91M +$1.23M +6,751 +74%
EHWM
1348
Eads & Heald Wealth Management
Georgia
$2.91M -$26.8K -147 -0.9%
CGL
1349
Clarius Group LLC
Washington
$2.9M -$142K -781 -5%
DCM
1350
Decatur Capital Management
Georgia
$2.9M -$551K -3,024 -16%
52 53
54
55 56