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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 %
VWA
1851
VERITY Wealth Advisors
United States
$1.27M – – –
GA
1852
Geller Advisors
New York
$1.27M +$238K +1,287 +23%
RIA
1853
Richwood Investment Advisors
Ohio
$1.26M – – –
RAM
1854
Redmond Asset Management
Virginia
$1.26M -$8.52K -46 -0.7%
GIP
1855
Greatmark Investment Partners
Georgia
$1.26M -$83.3K -450 -6%
CCP
1856
Clough Capital Partners
Massachusetts
$1.26M – – –
WP
1857
Westmount Partners
California
$1.26M – – –
BW
1858
Bison Wealth
Georgia
$1.26M +$360K +1,942 +40%
ECM
1859
Elgethun Capital Management
South Dakota
$1.25M -$8.52K -46 -0.7%
JDR
1860
Jay D. Rosenbaum
$1.25M +$76.3K +412 +6%
SAM
1861
SignalPoint Asset Management
Missouri
$1.25M +$32.6K +176 +3%
MLA
1862
MB, Levis & Associates
Pennsylvania
$1.25M +$2.96K +16 +0.2%
EIG
1863
Ellenbecker Investment Group
Wisconsin
$1.25M +$1.48K +8 +0.1%
AFG
1864
ABLE Financial Group
Arizona
$1.24M +$109K +589 +10%
CPIA
1865
Cornell Pochily Investment Advisors
New York
$1.24M -$47.6K -257 -4%
HBT
1866
Heartland Bank & Trust
Illinois
$1.24M -$68.3K -369 -5%
PWA
1867
Physician Wealth Advisors
Utah
$1.24M +$4.45K +24 +0.4%
MA
1868
MJP Associates
Connecticut
$1.23M -$89.6K -484 -7%
Members Trust
1869
Members Trust
Florida
$1.23M +$1.23M +6,650 New
RBFC
1870
Roman Butler Fullerton & Co
Missouri
$1.23M +$129K +692 +12%
FCCM
1871
First City Capital Management
Georgia
$1.23M -$6.48K -35 -0.5%
AWA
1872
Alta Wealth Advisors
Massachusetts
$1.23M -$12K -65 -1%
GI
1873
Gradient Investments
Minnesota
$1.23M +$6.48K +35 +0.5%
AWC
1874
Adamsbrown Wealth Consultants
Kansas
$1.23M -$2.41K -13 -0.2%
SAM
1875
Strategy Asset Managers
California
$1.22M +$55K +297 +5%
73 74
75
76 77