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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 %
CWP
1851
Concord Wealth Partners
Virginia
$1.24M +$246K +1,351 +25%
WP
1852
Westmount Partners
California
$1.24M +$306K +1,681 +33%
HI
1853
Hudock Inc
Pennsylvania
$1.24M +$20.2K +111 +2%
CBNLCF
1854
Cognios Beta Neutral Large Cap Fund
Kansas
$1.24M +$26.6K +147 +2%
CWP
1855
Core Wealth Partners
California
$1.23M -$1.17M -6,401 -49%
HI
1856
Humankind Investments
New York
$1.23M +$38.8K +213 +3%
MLA
1857
MB, Levis & Associates
Pennsylvania
$1.23M +$8.02K +44 +0.7%
PWA
1858
Physician Wealth Advisors
Utah
$1.23M +$924 +5 +0.1%
EIG
1859
Ellenbecker Investment Group
Wisconsin
$1.23M -$11.3K -62 -0.9%
FG
1860
Foster Group
Iowa
$1.22M +$30.6K +168 +3%
QCM
1861
Qsemble Capital Management
New York
$1.22M +$438K +2,400 +56%
AWA
1862
Alta Wealth Advisors
Massachusetts
$1.22M +$312K +1,714 +34%
AWC
1863
Adamsbrown Wealth Consultants
Kansas
$1.21M +$10.2K +56 +0.8%
WWM
1864
Windsor Wealth Management
Indiana
$1.21M – – –
GI
1865
Gradient Investments
Minnesota
$1.2M +$186K +1,021 +18%
SAM
1866
Sabadell Asset Management
Spain
$1.2M +$128K +698 +12%
SAM
1867
SignalPoint Asset Management
Missouri
$1.2M +$31.5K +173 +3%
VIM
1868
VELA Investment Management
Ohio
$1.2M +$275K +1,508 +30%
BCM
1869
Boltwood Capital Management
California
$1.2M +$58K +318 +5%
DAM
1870
Doheny Asset Management
California
$1.19M -$31.2K -171 -3%
TC
1871
Trust Company
Kansas
$1.19M -$32.1K -176 -3%
CPA
1872
Cardiff Park Advisors
California
$1.19M +$5.47K +30 +0.5%
CWP
1873
Curated Wealth Partners
California
$1.19M -$102K -560 -8%
SHWM
1874
Silicon Hills Wealth Management
Texas
$1.18M -$1.09K -6 -0.1%
BCM
1875
Brown Capital Management
Maryland
$1.18M -$10.9K -60 -0.9%
73 74
75
76 77