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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 %
XWM
1451
Xcel Wealth Management
Florida
$2.43M +$5.65K +31 +0.2%
ADBIC
1452
A.D. Beadell Investment Counsel
Wisconsin
$2.42M -$18.2K -100 -0.7%
GFPC
1453
Global Financial Private Client
Florida
$2.42M +$193K +1,058 +9%
AIA
1454
AIMZ Investment Advisors
California
$2.41M -$46.7K -256 -2%
MWM
1455
Massachusetts Wealth Management
Massachusetts
$2.4M -$128K -700 -5%
SB
1456
Strategic Blueprint
Georgia
$2.39M +$45K +247 +2%
GAM
1457
Grandview Asset Management
Pennsylvania
$2.39M -$52.5K -288 -2%
PT
1458
Plimoth Trust
Massachusetts
$2.38M -$19.1K -105 -0.8%
PEA
1459
Park Edge Advisors
Ohio
$2.38M +$330K +1,808 +16%
VT
1460
Vise Technologies
New York
$2.37M +$219K +1,203 +10%
BFG
1461
Beacon Financial Group
Texas
$2.37M -$156K -850 -6%
GFA
1462
Gifford Fong Associates
California
$2.37M – – –
LSV Asset Management
1463
LSV Asset Management
Illinois
$2.37M – – –
TCM
1464
Tandem Capital Management
New Jersey
$2.37M -$40.5K -222 -2%
IBOK
1465
Independence Bank of Kentucky
Kentucky
$2.36M -$5.47K -30 -0.2%
MCM
1466
Manchester Capital Management
Vermont
$2.36M +$265K +1,452 +13%
PFBT
1467
Parkside Financial Bank & Trust
Missouri
$2.36M +$55.4K +304 +2%
SPFA
1468
Summit Place Financial Advisors
New Jersey
$2.36M +$102K +560 +5%
MWM
1469
Madison Wealth Management
Ohio
$2.36M -$729 -4 -0%
ACM
1470
Allred Capital Management
Texas
$2.36M +$23K +126 +1%
DA
1471
Dover Advisors
Virginia
$2.35M +$170K +933 +8%
DAC
1472
Dividend Assets Capital
South Carolina
$2.35M – – –
AIM
1473
Aspen Investment Management
Michigan
$2.35M -$4.74K -26 -0.2%
PWA
1474
Providence Wealth Advisors
Illinois
$2.34M +$7.21K +39 +0.3%
WP
1475
WealthSource Partners
California
$2.34M +$11.9K +65 +0.5%
57 58
59
60 61