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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 %
TW
1476
TrinityPoint Wealth
Connecticut
$2.21M +$89.1K +526 +4%
EWM
1477
Evermay Wealth Management
Virginia
$2.2M +$19.7K +116 +0.9%
ADBIC
1478
A.D. Beadell Investment Counsel
Wisconsin
$2.2M -$4.24K -25 -0.2%
GFA
1479
Gifford Fong Associates
California
$2.2M – – –
TCM
1480
Tandem Capital Management
New Jersey
$2.2M – – –
SPFA
1481
Summit Place Financial Advisors
New Jersey
$2.19M -$5.93K -35 -0.3%
CWP
1482
Concord Wealth Partners
Virginia
$2.18M +$105K +622 +5%
SNBOSD
1483
Security National Bank of So Dak
Iowa
$2.18M +$16.9K +100 +0.8%
LA
1484
Lindenwold Advisors
Pennsylvania
$2.18M +$3.05K +18 +0.1%
MFG
1485
Magnus Financial Group
New York
$2.17M +$136K +805 +7%
HCM
1486
Highlander Capital Management
New Jersey
$2.17M +$42.4K +250 +2%
MBT
1487
Montecito Bank & Trust
California
$2.17M +$86.4K +510 +4%
BFC
1488
Bedel Financial Consulting
Indiana
$2.17M -$5.42K -32 -0.2%
RZH
1489
Relyea Zuckerberg Hanson
Connecticut
$2.17M -$66.4K -392 -3%
WAOTB
1490
Wealth Advisors of Tampa Bay
Florida
$2.16M +$2.16M +12,774 New
BBA
1491
Baader Bank Aktiengesellschaft
Germany
$2.16M -$202K -1,206 -9%
JFG
1492
Jefferies Financial Group
New York
$2.16M +$633K +3,738 +41%
USCWA
1493
U.S. Capital Wealth Advisors
Texas
$2.15M +$74.6K +440 +4%
MWA
1494
Meridian Wealth Advisors
Texas
$2.15M -$40.8K -241 -2%
FFM
1495
Forum Financial Management
Illinois
$2.15M -$110K -649 -5%
APWA
1496
Atlas Private Wealth Advisors
New Jersey
$2.14M +$276K +1,630 +15%
ICM
1497
IMS Capital Management
Oregon
$2.14M +$11K +65 +0.5%
LSV Asset Management
1498
LSV Asset Management
Illinois
$2.14M – – –
NW
1499
Naviter Wealth
Arkansas
$2.13M +$95.6K +564 +5%
IBOK
1500
Independence Bank of Kentucky
Kentucky
$2.13M -$70.3K -415 -3%
58 59
60
61 62