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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 %
MG
1351
Mather Group
Illinois
$2.89M +$1.31M +7,199 +83%
GWM
1352
Graybill Wealth Management
Illinois
$2.89M -$12.9K -71 -0.4%
AWM
1353
Aries Wealth Management
Maine
$2.88M -$58.2K -319 -2%
LOAMS
1354
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.88M +$236K +1,294 +9%
AAS
1355
Ameritas Advisory Services
Nebraska
$2.85M -$644K -3,492 -18%
CIA
1356
Covington Investment Advisors
Pennsylvania
$2.84M +$380K +2,085 +15%
FBT
1357
First Bankers Trust
Kentucky
$2.82M -$13.3K -73 -0.5%
CAM
1358
Centre Asset Management
New York
$2.81M +$39.4K +216 +1%
BWM
1359
BerganKDV Wealth Management
Minnesota
$2.8M +$754K +4,135 +37%
TFS
1360
Thoroughbred Financial Services
Tennessee
$2.8M -$75.3K -413 -3%
AWM
1361
Avior Wealth Management
Nebraska
$2.79M +$62.5K +343 +2%
CCA
1362
Checchi Capital Advisers
California
$2.79M -$70.2K -385 -2%
LC
1363
LCNB Corp
Ohio
$2.79M -$18.4K -101 -0.7%
V
1364
VeraBank
Texas
$2.79M – – –
AIM
1365
Acropolis Investment Management
Missouri
$2.79M -$5.65K -31 -0.2%
SAM
1366
Selway Asset Management
$2.79M +$52K +285 +2%
IF
1367
Intrua Financial
Texas
$2.78M +$1.72M +8,761 +161%
VCM
1368
Viewpoint Capital Management
Washington
$2.78M -$106K -582 -4%
EM
1369
Excalibur Management
Massachusetts
$2.77M -$20.4K -112 -0.7%
JWM
1370
Jupiter Wealth Management
Colorado
$2.77M +$219K +1,200 +9%
AWA
1371
Arete Wealth Advisors
Illinois
$2.77M +$99.3K +545 +4%
MAM
1372
Mystic Asset Management
Rhode Island
$2.77M -$27.3K -150 -1%
Group One Trading
1373
Group One Trading
Illinois
$2.76M -$11.1M -60,687 -80%
CANY
1374
Caxton Associates (New York)
New York
$2.76M +$946K +5,187 +52%
LWM
1375
Laidlaw Wealth Management
New York
$2.75M +$20.1K +110 +0.7%
53 54
55
56 57