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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 %
PF
1626
Phoenix Financial
Israel
$1.72M +$344K +2,021 +25%
HEIP
1627
Hudson Edge Investment Partners
New Jersey
$1.72M – – –
CFFP
1628
Center for Financial Planning
Michigan
$1.71M -$20K -118 -1%
RWA
1629
Rainsberger Wealth Advisors
Colorado
$1.71M +$25.8K +152 +2%
FCMT
1630
Founders Capital Management (Texas)
Texas
$1.71M -$23.4K -138 -1%
CSC
1631
Caldwell Sutter Capital
California
$1.71M +$169 +1 +0%
PFGIA
1632
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$467K +2,759 +38%
AAIM
1633
Asset Advisors Investment Management
Georgia
$1.7M -$33.9K -200 -2%
LT
1634
Legacy Trust
Michigan
$1.7M -$96.6K -570 -5%
CT
1635
Columbia Trust
Oregon
$1.69M +$44.1K +260 +3%
NERM
1636
New England Research & Management
Illinois
$1.68M +$657K +3,875 +64%
SFB
1637
STAR Financial Bank
Indiana
$1.68M +$21.3K +126 +1%
MCCP
1638
Mission Creek Capital Partners
California
$1.68M +$53K +313 +3%
APWM
1639
Atlas Private Wealth Management
New York
$1.66M +$11.7K +69 +0.7%
PVH
1640
Psagot Value Holdings
Israel
$1.66M +$562K +3,314 +51%
USB
1641
Union Savings Bank
Connecticut
$1.66M +$67.8K +400 +4%
ACP
1642
Aviance Capital Partners
Florida
$1.65M +$14.4K +85 +0.9%
GWCM
1643
Godshalk Welsh Capital Management
Pennsylvania
$1.65M -$127K -750 -7%
PPWM
1644
Paragon Private Wealth Management
Kentucky
$1.65M +$54.6K +322 +3%
AI
1645
Accredited Investors
Minnesota
$1.65M -$46.4K -274 -3%
SBWIC
1646
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.64M – – –
Gates Foundation Trust
1647
Gates Foundation Trust
Washington
$1.64M +$1.64M +9,700 New
PIA
1648
Perennial Investment Advisors
California
$1.64M +$25.1K +148 +2%
LC
1649
Lavaca Capital
Texas
$1.64M -$728K -4,294 -31%
SCA
1650
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M +$115K +677 +8%
64 65
66
67 68