PEP icon

PepsiCo
PEP

Overview Fund Activity

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$836M
2
BlackRock
BlackRock
New York
+$612M
3
Bank of America
Bank of America
North Carolina
+$474M
4
CSA
Cottage Street Advisors
Massachusetts
+$359M
5
Barclays
Barclays
United Kingdom
+$334M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
4
Millennium Management
Millennium Management
New York
-$263M
5
Citadel Advisors
Citadel Advisors
Florida
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1451
Massachusetts Wealth Management
Massachusetts
$2.38M +$2.38M +13,889 New
LSV Asset Management
1452
LSV Asset Management
Illinois
$2.35M – – –
GFA
1453
Gifford Fong Associates
California
$2.35M – – –
MFG
1454
MidWestOne Financial Group
Iowa
$2.35M -$333K -1,846 -12%
DAC
1455
Dividend Assets Capital
South Carolina
$2.35M +$60.5K +335 +3%
IBOK
1456
Independence Bank of Kentucky
Kentucky
$2.35M -$10.7K -59 -0.5%
SWM
1457
Spire Wealth Management
Virginia
$2.34M +$500K +2,768 +27%
MWM
1458
Madison Wealth Management
Ohio
$2.34M +$611K +3,382 +35%
RWM
1459
RKL Wealth Management
Pennsylvania
$2.33M -$17.2K -95 -0.7%
AIM
1460
Aspen Investment Management
Michigan
$2.33M -$163K -904 -7%
SB
1461
Strategic Blueprint
Georgia
$2.32M +$66.8K +370 +3%
CCA
1462
Childress Capital Advisors
Texas
$2.32M +$45.7K +253 +2%
EP
1463
Eudaimonia Partners
Tennessee
$2.32M -$796K -4,408 -26%
OWA
1464
Octavia Wealth Advisors
Ohio
$2.31M +$21.3K +117 +0.9%
ACM
1465
Allred Capital Management
Texas
$2.31M +$12.6K +70 +0.6%
WP
1466
WealthSource Partners
California
$2.31M +$34.9K +193 +2%
BFC
1467
Bedel Financial Consulting
Indiana
$2.3M +$13.9K +77 +0.6%
TWA
1468
TCI Wealth Advisors
Arizona
$2.3M -$135K -747 -6%
CIC
1469
Crawford Investment Counsel
Georgia
$2.3M -$181 -1 -0%
BOTW
1470
Bank of the West
California
$2.3M -$33.4K -185 -1%
AP
1471
Atwood & Palmer
Missouri
$2.3M – – –
IIL
1472
Insight Inv LLC
California
$2.3M – – –
FHA
1473
Flagship Harbor Advisors
Massachusetts
$2.29M -$361 -2 -0%
ECA
1474
Elevated Capital Advisors
Utah
$2.29M +$530K +2,935 +30%
RIL
1475
Rothschild Investment LLC
Illinois
$2.29M -$119K -659 -5%
57 58
59
60 61