PEP icon

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 %
MIM
1326
Moseley Investment Management
Florida
$2.85M +$12.9K +76 +0.5%
IAS
1327
Investment Advisory Services
Texas
$2.85M -$37.6K -222 -1%
WA1
1328
Wimmer Associates 1
California
$2.84M -$50.7K -299 -2%
KFGK
1329
Keystone Financial Group (Kentucky)
Kentucky
$2.84M +$14.1K +83 +0.5%
RBC
1330
Romano Brothers & Co
Illinois
$2.83M +$10.8K +64 +0.4%
BCM
1331
Brookmont Capital Management
Texas
$2.83M -$13.2K -78 -0.5%
GD
1332
Grandfield & Dodd
New York
$2.82M -$246K -1,454 -8%
STA
1333
Summit Trail Advisors
New York
$2.82M +$43K +254 +2%
DRD
1334
Dennis R. Delaney
$2.82M -$16.1K -95 -0.6%
WKWM
1335
Walter & Keenan Wealth Management
Indiana
$2.82M – – –
VT
1336
Vise Technologies
New York
$2.8M +$256K +1,508 +10%
GA
1337
Geller Advisors
New York
$2.8M +$1.64M +9,672 +142%
AIM
1338
Athena Investment Management
California
$2.79M -$12.7K -75 -0.5%
NDSI
1339
Newman Dignan & Sheerar Inc
Rhode Island
$2.77M -$82.3K -486 -3%
WAAG
1340
Wealth Alliance Advisory Group
Kansas
$2.76M +$6.61K +39 +0.2%
AWM
1341
Avior Wealth Management
Nebraska
$2.76M -$7.12K -42 -0.3%
AAS
1342
Ameritas Advisory Services
Nebraska
$2.75M +$1.67M +10,021 +154%
WA
1343
Wambolt & Associates
Colorado
$2.74M +$64.5K +381 +2%
PGAM
1344
Princeton Global Asset Management
New Jersey
$2.74M -$219K -1,290 -7%
MWM
1345
Mattern Wealth Management
Kansas
$2.74M +$454K +2,681 +20%
CIA
1346
Citadel Investment Advisory
Ohio
$2.73M – – –
FBC
1347
Fairfield, Bush & Co
Connecticut
$2.73M -$75.9K -448 -3%
CS
1348
Cannell & Spears
New York
$2.72M -$1.91M -11,292 -41%
GWM
1349
Graybill Wealth Management
Illinois
$2.7M +$22K +130 +0.8%
FWP
1350
FAS Wealth Partners
Kansas
$2.7M +$98.3K +580 +4%
52 53
54
55 56