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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 %
BWP
1376
BSW Wealth Partners
Colorado
$2.6M -$339K -2,003 -12%
JIP
1377
Jaffetilchin Investment Partners
Florida
$2.6M +$60K +354 +2%
CCA
1378
Checchi Capital Advisers
California
$2.59M -$40K -236 -2%
VNA
1379
Valley National Advisers
Pennsylvania
$2.59M -$90.5K -534 -3%
AWM
1380
Aries Wealth Management
Maine
$2.59M +$59.6K +370 +2%
CAM
1381
Centre Asset Management
New York
$2.59M -$91K -537 -3%
DPIM
1382
Duff & Phelps Investment Management
Illinois
$2.58M +$31.3K +185 +1%
SAM
1383
Selway Asset Management
$2.57M -$28K -165 -1%
LOAMS
1384
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.57M -$189K -1,116 -7%
CI
1385
CX Institutional
Indiana
$2.57M -$8.47K -50 -0.3%
EFM
1386
E Fund Management
China
$2.56M +$431K +2,546 +20%
FBT
1387
First Bankers Trust
Kentucky
$2.56M -$78.5K -463 -3%
FLI
1388
Family Legacy Inc
South Carolina
$2.56M +$61.5K +363 +2%
LC
1389
LCNB Corp
Ohio
$2.55M -$106K -625 -4%
MCAI
1390
Members Capital Advisors Inc
Wisconsin
$2.54M – – –
KIC
1391
Keating Investment Counselors
Florida
$2.54M +$128K +754 +5%
OWA
1392
Octavia Wealth Advisors
Ohio
$2.54M +$180K +1,061 +8%
CS
1393
Comerica Securities
Michigan
$2.54M -$2.68M -15,824 -51%
BIM
1394
Baldwin Investment Management
Pennsylvania
$2.52M -$8.47K -50 -0.3%
FWM
1395
Finer Wealth Management
Massachusetts
$2.51M +$170K +1,001 +7%
EHWM
1396
Eads & Heald Wealth Management
Georgia
$2.51M -$31.9K -188 -1%
MYIA
1397
Mount Yale Investment Advisors
Colorado
$2.5M -$17.6K -104 -0.7%
TVWM
1398
Tower View Wealth Management
Wisconsin
$2.5M +$56.3K +332 +2%
KWA
1399
Kingswood Wealth Advisors
California
$2.5M -$614K -517 -20%
CI
1400
Cigna Investments
Connecticut
$2.5M -$329K -1,941 -12%
54 55
56
57 58