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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 %
APW
1776
Acima Private Wealth
Virginia
$1.37M +$14.2K +78 +1%
DR
1777
Davis Rea
Ontario, Canada
$1.37M -$203K -1,116 -13%
RAG
1778
RIA Advisory Group
Iowa
$1.37M -$202K -1,107 -13%
FFA
1779
Founders Financial Alliance
North Carolina
$1.36M -$212K -1,164 -13%
ATWA
1780
Arbor Trust Wealth Advisors
Michigan
$1.36M +$225K +1,236 +20%
CFCI
1781
Comprehensive Financial Consultants Institutional
Indiana
$1.36M +$50.9K +279 +4%
OPA
1782
Old Port Advisors
Maine
$1.36M -$8.41K -46 -0.6%
PWM
1783
PBMares Wealth Management
Virginia
$1.36M +$112K +615 +9%
AWM
1784
Accurate Wealth Management
Florida
$1.35M +$273K +1,489 +25%
RCG
1785
Regatta Capital Group
California
$1.35M – – –
AFG
1786
Alterity Financial Group
Maine
$1.34M -$20.8K -114 -2%
KIG
1787
Kowal Investment Group
Wisconsin
$1.34M +$148K +814 +12%
DWP
1788
Destiny Wealth Partners
Florida
$1.34M -$45.8K -251 -3%
T
1789
TOBAM
France
$1.34M -$38.8K -213 -3%
DTC
1790
Davidson Trust Company
Washington
$1.34M +$146K +803 +12%
TNA
1791
True North Advisors
Texas
$1.34M +$547 +3 +0%
BFM
1792
Boothbay Fund Management
New York
$1.34M +$731K +4,009 +121%
FMLI
1793
Fukoku Mutual Life Insurance
Japan
$1.33M – – –
ZIG
1794
Zullo Investment Group
Pennsylvania
$1.33M +$12.9K +71 +1%
MIM
1795
MTM Investment Management
South Carolina
$1.33M +$11.9K +65 +0.9%
DDC
1796
DF Dent & Co
Maryland
$1.32M -$65.6K -360 -5%
CSC
1797
Caldwell Sutter Capital
California
$1.32M +$371K +2,036 +39%
GIP
1798
Greatmark Investment Partners
Georgia
$1.32M – – –
SG
1799
Somerset Group
Minnesota
$1.32M – – –
PAG
1800
Powers Advisory Group
Illinois
$1.32M -$5.29K -29 -0.4%
70 71
72
73 74