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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 %
CWM
1651
Curi Wealth Management
North Carolina
$1.64M -$156K -918 -9%
MPPW
1652
Mitchell & Pahl Private Wealth
Oklahoma
$1.64M +$138K +815 +9%
KFI
1653
Key Financial Inc
Pennsylvania
$1.63M – – –
RRA
1654
Round Rock Advisors
Connecticut
$1.63M – – –
RL
1655
Rogco LP
Oklahoma
$1.63M +$1.63M +9,629 New
EWA
1656
Etesian Wealth Advisors
Oregon
$1.63M -$73K -431 -4%
CWM
1657
Calamos Wealth Management
Illinois
$1.63M +$41.2K +243 +3%
SPWM
1658
Schrum Private Wealth Management
Florida
$1.63M +$1.36K +8 +0.1%
HCCM
1659
Hudson Canyon Capital Management
New York
$1.63M – – –
RA
1660
Rockingstone Advisors
Massachusetts
$1.61M +$23.2K +137 +1%
ECG
1661
Edge Capital Group
Georgia
$1.6M -$1.21M -7,147 -43%
CNAM
1662
Campbell Newman Asset Management
Wisconsin
$1.6M – – –
FAG
1663
Financial Advisory Group
Texas
$1.6M -$43.4K -256 -3%
PAM
1664
Paradigm Asset Management
New York
$1.59M -$67.8K -400 -4%
NB
1665
Northwest Bancshares
Pennsylvania
$1.59M +$11.9K +70 +0.7%
BDWCC
1666
B&D White Capital Company
Texas
$1.59M +$1.59M +9,400 New
VIG
1667
Vienna Insurance Group
Poland
$1.59M +$317K +1,872 +25%
EIM
1668
Essex Investment Management
Massachusetts
$1.59M -$3.07M -18,093 -66%
WP
1669
WealthShield Partners
North Carolina
$1.59M +$20.7K +122 +1%
JWCA
1670
J.W. Cole Advisors
Florida
$1.59M -$678 -4 -0%
BFM
1671
Boothbay Fund Management
New York
$1.59M +$390K +2,299 +33%
WFI
1672
West Family Investments
California
$1.58M +$17.8K +105 +1%
BSAM
1673
Blue Square Asset Management
New York
$1.58M -$296K -1,745 -16%
LSPW
1674
Lake Street Private Wealth
Illinois
$1.57M +$3.39K +20 +0.2%
NB
1675
Nicolet Bankshares
Wisconsin
$1.57M +$103K +610 +7%
65 66
67
68 69