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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 %
PPWM
1651
Paragon Private Wealth Management
Kentucky
$1.7M +$194K +1,063 +13%
RA
1652
Rockingstone Advisors
Massachusetts
$1.7M +$31K +170 +2%
APWM
1653
Atlas Private Wealth Management
New York
$1.7M +$18.2K +100 +1%
TWM
1654
Triton Wealth Management
Arizona
$1.69M +$25.3K +140 +2%
AIM
1655
Alhambra Investment Management
Florida
$1.69M -$31K -170 -2%
HGERS
1656
Householder Group Estate & Retirement Specialist
Arizona
$1.69M +$1.69M +9,242 New
WFI
1657
West Family Investments
California
$1.68M +$8.57K +47 +0.5%
IWA
1658
Intercontinental Wealth Advisors
Texas
$1.68M -$23.3K -128 -1%
ITIM
1659
Indiana Trust & Investment Management
Indiana
$1.68M -$78.2K -429 -4%
MC
1660
Martin & Co
Tennessee
$1.67M -$27.9K -153 -2%
WTB
1661
Washington Trust Bank
Washington
$1.67M +$44.8K +246 +3%
PHIC
1662
Pine Haven Investment Counsel
Massachusetts
$1.66M +$31.5K +173 +2%
TWP
1663
Tempus Wealth Planning
California
$1.66M -$47.9K -263 -3%
BP
1664
BBR Partners
New York
$1.66M -$52.5K -288 -3%
AIIMS
1665
Analyst IMS Investment Management Services
Israel
$1.66M -$57.3K -317 -3%
GFG
1666
Goldstone Financial Group
Illinois
$1.65M +$1.65M +9,042 New
RCWM
1667
Royal Capital Wealth Management
Indiana
$1.65M +$16.2K +89 +1%
HCM
1668
Howard Capital Management
Georgia
$1.65M +$1.26M +6,894 +323%
SWA
1669
ShankerValleau Wealth Advisors
Illinois
$1.64M – – –
MFWP
1670
Mosaic Family Wealth Partners
Missouri
$1.64M +$30.1K +165 +2%
SCA
1671
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M – – –
BAM
1672
Beaumont Asset Management
Texas
$1.64M -$73.1K -401 -4%
SFG
1673
StrategIQ Financial Group
Indiana
$1.64M – – –
MFS
1674
McNamara Financial Services
Massachusetts
$1.64M +$18.6K +102 +1%
HI
1675
Hoey Investments
Pennsylvania
$1.64M -$94.2K -517 -5%
65 66
67
68 69