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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 %
ZB
1601
Zions Bancorporation
Utah
$1.79M -$57.4K -339 -3%
RPCONE
1602
Retirement Planning Company of New England
Rhode Island
$1.79M +$614K +3,625 +52%
SIA
1603
Schechter Investment Advisors
Michigan
$1.78M +$74.9K +442 +4%
WCA
1604
Westover Capital Advisors
Delaware
$1.78M -$71.3K -421 -4%
CWM
1605
Connecticut Wealth Management
Connecticut
$1.78M +$1.04M +6,119 +140%
BB
1606
Berkshire Bank
Massachusetts
$1.78M +$53.2K +314 +3%
AIM
1607
AHL Investment Management
Florida
$1.78M – – –
AWM
1608
Avitas Wealth Management
California
$1.77M -$37.8K -223 -2%
GIM
1609
Guardian Investment Management
California
$1.77M +$5.08K +30 +0.3%
VIM
1610
Vista Investment Management
Pennsylvania
$1.77M +$14.7K +87 +0.8%
LWM
1611
Laidlaw Wealth Management
New York
$1.77M -$247K -1,455 -12%
CST
1612
Charles Schwab Trust
Nevada
$1.76M +$873K +5,152 +98%
RIM
1613
Redwood Investment Management
Arizona
$1.76M +$1.03M +6,071 +141%
WIA
1614
Westbourne Investment Advisors
Maryland
$1.75M – – –
LWA
1615
Lineweaver Wealth Advisors
Ohio
$1.75M -$20.7K -122 -1%
ADIM
1616
Alpha DNA Investment Management
Maryland
$1.75M -$20.8K -123 -1%
PI
1617
PFG Investments
New York
$1.75M +$51K +301 +3%
CH
1618
Canton Hathaway
Rhode Island
$1.75M +$10K +59 +0.6%
Renaissance Technologies
1619
Renaissance Technologies
New York
$1.74M -$135M -794,913 -99%
PWMG
1620
Pinnacle Wealth Management Group
Michigan
$1.73M – – –
VSQM
1621
V-Square Quantitative Management
Illinois
$1.73M +$283K +1,669 +20%
IAS
1622
Insigneo Advisory Services
Florida
$1.73M +$62.2K +367 +4%
PEA
1623
Park Edge Advisors
Ohio
$1.73M -$343K -2,024 -17%
MCM
1624
McRae Capital Management
New Jersey
$1.73M – – –
KA
1625
Kovack Advisors
Florida
$1.73M -$393K -2,317 -19%
63 64
65
66 67