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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
1376
Signature Estate & Investment Advisors
California
$2.74M +$130K +700 +5%
OF
1377
Outfitter Financial
Maine
$2.74M -$30.2K -163 -1%
BL
1378
BFSG LLC
California
$2.74M +$157K +848 +6%
BBWA
1379
Bell & Brown Wealth Advisors
California
$2.73M -$36.5K -197 -1%
FLI
1380
Family Legacy Inc
South Carolina
$2.73M -$1.11K -6 -0%
FUBT
1381
First United Bank & Trust
Maryland
$2.72M -$54.5K -294 -2%
APIM
1382
Agate Pass Investment Management
Washington
$2.72M +$41.5K +224 +2%
LKIM
1383
Lawson Kroeker Investment Management
Nebraska
$2.71M -$38.9K -210 -1%
WP
1384
Woodline Partners
California
$2.7M +$2.7M +14,573 New
OPW
1385
Oxler Private Wealth
New York
$2.7M +$3.7K +20 +0.1%
BWM
1386
BerganKDV Wealth Management
Minnesota
$2.69M -$153K -825 -5%
GWM
1387
Guardian Wealth Management
Illinois
$2.68M +$64.1K +346 +2%
WPC
1388
Wedmont Private Capital
Pennsylvania
$2.68M +$285K +1,516 +12%
TVWM
1389
Tower View Wealth Management
Wisconsin
$2.67M +$571K +3,081 +27%
AWA
1390
Arete Wealth Advisors
Illinois
$2.65M -$164K -885 -6%
WWM
1391
Western Wealth Management
Colorado
$2.65M +$70.4K +380 +3%
KIC
1392
Keating Investment Counselors
Florida
$2.64M -$60.2K -325 -2%
UAS
1393
United Asset Strategies
New York
$2.64M -$530K -2,863 -17%
CANY
1394
Caxton Associates (New York)
New York
$2.63M -$165K -892 -6%
ACM
1395
Alta Capital Management
Utah
$2.62M -$9.82K -53 -0.4%
AF
1396
Advisornet Financial
Minnesota
$2.62M +$102K +553 +4%
LS
1397
Leelyn Smith
Illinois
$2.61M -$143K -771 -5%
FAIM
1398
Financial Advocates Investment Management
Washington
$2.61M +$9.82K +53 +0.4%
GRQ
1399
Gardner Russo & Quinn
Pennsylvania
$2.6M -$69.6K -376 -3%
FFN
1400
Focus Financial Network
Minnesota
$2.6M +$59.8K +323 +2%
54 55
56
57 58