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PepsiCo
PEP

Overview Fund Activity

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$836M
2
BlackRock
BlackRock
New York
+$612M
3
Bank of America
Bank of America
North Carolina
+$474M
4
CSA
Cottage Street Advisors
Massachusetts
+$359M
5
Barclays
Barclays
United Kingdom
+$334M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
4
Millennium Management
Millennium Management
New York
-$263M
5
Citadel Advisors
Citadel Advisors
Florida
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1676
ShankerValleau Wealth Advisors
Illinois
$1.63M – – –
VWM
1677
Vigilare Wealth Management
Arizona
$1.63M -$45.2K -250 -3%
SCA
1678
STALEY CAPITAL ADVISERS
Pennsylvania
$1.63M – – –
SFG
1679
StrategIQ Financial Group
Indiana
$1.63M +$9.03K +50 +0.6%
NL
1680
NVWM LLC
Pennsylvania
$1.62M -$47.6K -262 -3%
SJIM
1681
St. Johns Investment Management
Florida
$1.62M +$3.43K +19 +0.2%
PK
1682
Pflug Koory
Nebraska
$1.62M -$69K -382 -4%
ABP
1683
Arthur B. Page
$1.62M -$9.94K -55 -0.6%
PHIC
1684
Pine Haven Investment Counsel
Massachusetts
$1.62M +$31.8K +176 +2%
OC
1685
Oakworth Capital
Alabama
$1.62M – – –
RCWM
1686
Royal Capital Wealth Management
Indiana
$1.62M +$452K +2,504 +39%
WA
1687
Waverly Advisors
Alabama
$1.61M +$862K +4,774 +115%
OA
1688
Oxbow Advisors
Texas
$1.61M – – –
SAM
1689
S.A. Mason
Michigan
$1.61M +$1.27K +7 +0.1%
LWM
1690
Lionsbridge Wealth Management
Florida
$1.61M +$32K +177 +2%
WTB
1691
Washington Trust Bank
Washington
$1.61M +$9.94K +55 +0.6%
MFS
1692
McNamara Financial Services
Massachusetts
$1.61M – – –
MFWP
1693
Mosaic Family Wealth Partners
Missouri
$1.6M +$1.6M +8,851 New
TWM
1694
Triton Wealth Management
Arizona
$1.6M -$10.2K -59 -0.6%
LIM
1695
Loudon Investment Management
New Hampshire
$1.6M -$72.8K -403 -4%
LWA
1696
Lineweaver Wealth Advisors
Ohio
$1.59M -$61.3K -339 -4%
LJCM
1697
Lee Johnson Capital Management
Texas
$1.59M +$83.6K +463 +6%
CCM
1698
Cullen Capital Management
New York
$1.59M +$9.94K +55 +0.6%
LPAM
1699
Lodestar Private Asset Management
California
$1.59M +$1.59M +8,809 New
IA
1700
IFG Advisory
Georgia
$1.59M -$683K -3,778 -30%
66 67
68
69 70