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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 %
GL
1376
Graypoint LLC
New York
$2.75M +$1.26M +6,911 +85%
SWA
1377
SFMG Wealth Advisors
Texas
$2.74M +$4.74K +26 +0.2%
DPIM
1378
Duff & Phelps Investment Management
Illinois
$2.74M +$54.7K +300 +2%
WI
1379
Wintrust Investments
Illinois
$2.74M +$247K +1,355 +10%
FUBT
1380
First United Bank & Trust
Maryland
$2.73M -$44.3K -243 -2%
CI
1381
CX Institutional
Indiana
$2.73M +$467K +2,557 +21%
SIMM
1382
Stillwater Investment Management (Minnesota)
Minnesota
$2.73M -$93.3K -512 -3%
OF
1383
Outfitter Financial
Maine
$2.73M -$50.1K -275 -2%
LA
1384
Lindenwold Advisors
Pennsylvania
$2.73M +$44.8K +246 +2%
BIM
1385
Baldwin Investment Management
Pennsylvania
$2.72M +$101K +552 +4%
BBWA
1386
Bell & Brown Wealth Advisors
California
$2.72M -$54.5K -299 -2%
LS
1387
Leelyn Smith
Illinois
$2.71M +$55.6K +305 +2%
EFM
1388
E Fund Management
China
$2.7M -$168K -922 -6%
LKIM
1389
Lawson Kroeker Investment Management
Nebraska
$2.7M +$1.62M +8,898 +150%
CG
1390
CFO4Life Group
Texas
$2.7M -$41.9K -230 -2%
WA
1391
Wambolt & Associates
Colorado
$2.69M +$118K +644 +5%
FLI
1392
Family Legacy Inc
South Carolina
$2.69M +$86.8K +476 +3%
NA
1393
Navellier & Associates
Nevada
$2.68M -$18.2K -100 -0.7%
OCA
1394
Otter Creek Advisors
Florida
$2.68M +$2.68M +14,700 New
MYIA
1395
Mount Yale Investment Advisors
Colorado
$2.68M +$951K +5,219 +55%
KIC
1396
Keating Investment Counselors
Florida
$2.66M -$419K -2,300 -14%
LWM
1397
Ledge Wealth Management
Minnesota
$2.65M +$208K +1,141 +9%
OPW
1398
Oxler Private Wealth
New York
$2.65M +$33.5K +184 +1%
MWA
1399
Meridian Wealth Advisors
Texas
$2.64M +$2.92K +16 +0.1%
DS
1400
DRW Securities
Illinois
$2.64M +$2.64M +14,475 New
54 55
56
57 58