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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 %
MPPW
1676
Mitchell & Pahl Private Wealth
Oklahoma
$1.64M +$41.7K +225 +3%
GIM
1677
Greylin Investment Management
Virginia
$1.64M -$270K -1,460 -14%
WP
1678
WealthSource Partners
California
$1.63M -$748K -4,036 -31%
SM
1679
STF Management
Texas
$1.63M -$1.32M -7,119 -45%
MC
1680
Martin & Co
Tennessee
$1.63M -$67.8K -366 -4%
GSB
1681
Greenfield Savings Bank
Massachusetts
$1.63M -$2.78K -15 -0.2%
MW
1682
Marcum Wealth
Ohio
$1.62M +$13.5K +73 +0.8%
MSFS
1683
Main Street Financial Solutions
Pennsylvania
$1.62M -$7.22K -39 -0.4%
SAM
1684
S.A. Mason
Michigan
$1.62M – – –
SWM
1685
Stockman Wealth Management
Montana
$1.62M -$125K -676 -7%
DF
1686
Donoghue Forlines
Massachusetts
$1.62M +$1.13M +6,114 +234%
THWM
1687
Taylor Hoffman Wealth Management
Virginia
$1.61M -$37K -200 -2%
CWAG
1688
Compton Wealth Advisory Group
Virginia
$1.61M -$7.41K -40 -0.5%
NB
1689
Nicolet Bankshares
Wisconsin
$1.61M -$204K -1,103 -11%
CCM
1690
Cullen Capital Management
New York
$1.59M -$5.56K -30 -0.3%
GLLW
1691
Graves Light Lenhart Wealth
Virginia
$1.59M +$185K +1,001 +13%
LFA
1692
Legacy Financial Advisors
Kentucky
$1.59M +$54.6K +295 +4%
CA
1693
Cambridge Advisors
Nebraska
$1.58M -$185K -1,000 -10%
VSQM
1694
V-Square Quantitative Management
Illinois
$1.58M -$6.48K -35 -0.4%
CBT
1695
CoreFirst Bank & Trust
Kansas
$1.58M +$49.5K +267 +3%
IWA
1696
Intercontinental Wealth Advisors
Texas
$1.58M -$127K -685 -7%
GBT
1697
Grove Bank & Trust
Florida
$1.57M -$10.4K -56 -0.7%
VWM
1698
Vigilare Wealth Management
Arizona
$1.57M +$2.96K +16 +0.2%
SJIM
1699
St. Johns Investment Management
Florida
$1.57M -$49.1K -265 -3%
WAM
1700
WNY Asset Management
New York
$1.56M -$10.4K -56 -0.7%
66 67
68
69 70