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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 %
NP
1501
Nilsine Partners
Colorado
$2.26M +$2.26M +12,400 New
CWP
1502
Cyndeo Wealth Partners
Florida
$2.26M +$130K +711 +6%
KGC
1503
Kennon-Green & Company
Ohio
$2.26M -$31.4K -172 -1%
KCM
1504
Kathmere Capital Management
Pennsylvania
$2.25M +$282K +1,547 +14%
NEAM
1505
New England Asset Management
Connecticut
$2.25M -$232K -1,275 -9%
LF
1506
Lantz Financial
Illinois
$2.24M -$37K -203 -2%
MBT
1507
Montecito Bank & Trust
California
$2.24M -$36.5K -200 -2%
CPWA
1508
Cerro Pacific Wealth Advisors
California
$2.24M +$298K +1,635 +15%
NPP
1509
New Potomac Partners
Maryland
$2.22M +$68K +373 +3%
RCM
1510
Radnor Capital Management
Pennsylvania
$2.22M +$84.2K +462 +4%
CNFG
1511
Creegan & Nassoura Financial Group
New Hampshire
$2.22M -$6.93K -38 -0.3%
FFM
1512
Forum Financial Management
Illinois
$2.22M +$162K +891 +8%
CHJWM
1513
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.21M -$35K -180 -2%
EA
1514
Ellsworth Advisors
Ohio
$2.21M -$21.5K -118 -1%
WOC
1515
West Oak Capital
California
$2.2M -$97.5K -535 -4%
FAM
1516
Formidable Asset Management
Ohio
$2.2M +$31.2K +171 +1%
IIL
1517
Insight Inv LLC
California
$2.18M -$118K -645 -5%
HA
1518
Hamel Associates
New Jersey
$2.18M – – –
SIM
1519
Studio Investment Management
Illinois
$2.18M -$36.3K -199 -2%
GPA
1520
Garrison Point Advisors
California
$2.17M +$154K +845 +8%
HFM
1521
Harvest Fund Management
China
$2.17M +$280K +1,535 +15%
BFC
1522
Bedel Financial Consulting
Indiana
$2.16M -$161K -881 -7%
TSS
1523
Two Sigma Securities
New York
$2.16M +$1.39M +7,652 +181%
MMPW
1524
Mitchell McLeod Pugh & Williams
Alabama
$2.16M -$61.3K -336 -3%
FMB
1525
Field & Main Bank
Kentucky
$2.15M +$31K +170 +1%
59 60
61
62 63