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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 %
DOA
1801
D'Orazio & Associates
Virginia
$1.32M -$24.2K -133 -2%
BONST
1802
Bank of Nova Scotia Trust
Ontario, Canada
$1.32M -$29.5K -162 -2%
EFG
1803
Everhart Financial Group
Ohio
$1.32M +$52.7K +289 +4%
NFG
1804
Nadler Financial Group
Illinois
$1.32M +$58.9K +323 +5%
WFS
1805
Widmann Financial Services
Maryland
$1.31M +$15.7K +86 +1%
VCM
1806
Virtue Capital Management
Tennessee
$1.31M +$80.3K +426 +7%
AGC
1807
Aspen Grove Capital
Colorado
$1.31M -$112K -616 -8%
PIP
1808
Peachtree Investment Partners
Florida
$1.3M -$722K -3,959 -36%
MA
1809
MJP Associates
Connecticut
$1.3M +$9.3K +51 +0.7%
OIA
1810
Optimum Investment Advisors
Illinois
$1.3M -$29.7K -163 -2%
CA
1811
Continuum Advisory
Idaho
$1.3M -$117K -641 -8%
DFG
1812
Delta Financial Group
New Jersey
$1.3M +$911 +5 +0.1%
PWA
1813
Phoenix Wealth Advisors
North Carolina
$1.29M -$1.73M -9,466 -57%
CHA
1814
Carmichael Hill & Associates
Maryland
$1.29M – – –
TIMH
1815
Tilt Investment Management Holdings
New York
$1.29M +$167K +933 +15%
CFS
1816
CRA Financial Services
New Jersey
$1.29M +$20.8K +114 +2%
CPSC
1817
Carl P. Sherr & Co
Massachusetts
$1.29M – – –
SCP
1818
Syntal Capital Partners
Texas
$1.29M +$57.4K +315 +5%
VHAM
1819
Van Hulzen Asset Management
California
$1.29M +$307K +1,682 +31%
PFGIA
1820
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$439K +2,409 +52%
FM
1821
Foster & Motley
Ohio
$1.28M -$71.1K -390 -5%
HBT
1822
Heartland Bank & Trust
Illinois
$1.28M +$48.1K +264 +4%
SAM
1823
Summit Asset Management
Tennessee
$1.28M +$32.8K +180 +3%
CSI
1824
Cross Staff Investments
New York
$1.28M – – –
RFA
1825
Resurgent Financial Advisors
Georgia
$1.28M -$227K -1,244 -15%
71 72
73
74 75