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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIIMS
1651
Analyst IMS Investment Management Services
Israel
$1.68M +$184 +1 +0%
HBW
1652
Hazlett, Burt & Watson
West Virginia
$1.68M +$135K +725 +9%
PHIC
1653
Pine Haven Investment Counsel
Massachusetts
$1.68M -$11.9K -64 -0.7%
ITIM
1654
Indiana Trust & Investment Management
Indiana
$1.68M -$25.9K -140 -2%
MCCA
1655
Mill Creek Capital Advisors
Pennsylvania
$1.67M +$89.1K +481 +6%
MFWP
1656
Mosaic Family Wealth Partners
Missouri
$1.67M -$185 -1 -0%
JFG
1657
Jefferies Financial Group
New York
$1.67M -$646K -3,488 -28%
MFS
1658
McNamara Financial Services
Massachusetts
$1.67M +$13.6K +74 +0.8%
SCA
1659
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M – – –
SFG
1660
StrategIQ Financial Group
Indiana
$1.67M – – –
MLA
1661
My Legacy Advisors
Oregon
$1.67M +$169K +899 +11%
CPA
1662
Cardiff Park Advisors
California
$1.67M +$457K +2,466 +38%
RCWM
1663
Royal Capital Wealth Management
Indiana
$1.66M -$12K -65 -0.7%
MCM
1664
Monarch Capital Management
Indiana
$1.66M -$90K -486 -5%
CWM
1665
Cahaba Wealth Management
Georgia
$1.66M +$851K +4,592 +106%
LPAM
1666
Lodestar Private Asset Management
California
$1.66M +$5.19K +28 +0.3%
OC
1667
Oakworth Capital
Alabama
$1.65M – – –
PCM
1668
Penserra Capital Management
California
$1.65M +$1.64M +8,853 +11,964%
BAM
1669
Beaumont Asset Management
Texas
$1.65M -$16.5K -89 -1%
OA
1670
Oxbow Advisors
Texas
$1.65M – – –
AIC
1671
Argus Investors Counsel
New York
$1.65M +$36.7K +198 +2%
PK
1672
Pflug Koory
Nebraska
$1.65M +$185 +1 +0%
EDRH
1673
Edmond de Rothschild Holding
Switzerland
$1.64M +$721K +3,905 +78%
BFC
1674
Blue Fin Capital
Rhode Island
$1.64M +$7.41K +40 +0.5%
KC
1675
Kingfisher Capital
North Carolina
$1.64M +$29.4K +159 +2%
65 66
67
68 69