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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 %
CFO
1876
Custos Family Office
Texas
$1.18M +$1.18M +6,487 New
OHWP
1877
Oak Harbor Wealth Partners
North Carolina
$1.18M -$51K -280 -4%
FMTC
1878
Farmers & Merchants Trust Company
California
$1.18M -$26.3K -144 -2%
BFG
1879
Berger Financial Group
Minnesota
$1.18M +$26.8K +147 +2%
BCA
1880
Bray Capital Advisors
Florida
$1.17M +$365 +2 +0%
OWM
1881
OneAscent Wealth Management
Alabama
$1.17M -$9.48K -52 -0.8%
VCP
1882
Verus Capital Partners
Arizona
$1.16M +$158K +867 +16%
IIM
1883
InTrack Investment Management
Vermont
$1.16M -$20.4K -112 -2%
GWAG
1884
Garrett Wealth Advisory Group
Texas
$1.16M -$11.9K -65 -1%
CRWM
1885
Castle Rock Wealth Management
California
$1.16M -$64.8K -334 -5%
JDR
1886
Jay D. Rosenbaum
$1.16M -$2.19K -12 -0.2%
MSWM
1887
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$170K +930 +17%
CWM
1888
Chesapeake Wealth Management
Virginia
$1.16M -$7.66K -42 -0.7%
OL
1889
Optas LLC
Texas
$1.15M +$27K +148 +2%
ECM
1890
EagleClaw Capital Management
Massachusetts
$1.15M – – –
TIM
1891
Tevis Investment Management
Texas
$1.15M -$3.65K -20 -0.3%
CA
1892
Carson Advisory
Georgia
$1.15M +$7.29K +40 +0.6%
SAM
1893
Strategy Asset Managers
California
$1.15M -$714K -3,916 -38%
TFA
1894
Transamerica Financial Advisors
Florida
$1.15M +$56K +307 +5%
IAS
1895
Insigneo Advisory Services
Florida
$1.15M +$12.6K +69 +1%
PWC
1896
PYA Waltman Capital
Tennessee
$1.14M +$388K +2,131 +51%
APG
1897
Abacus Planning Group
South Carolina
$1.14M -$729 -4 -0.1%
LIM
1898
Longfellow Investment Management
Massachusetts
$1.14M +$214K +1,173 +23%
BMWM
1899
Brown Miller Wealth Management
Virginia
$1.14M +$729 +4 +0.1%
PFC
1900
Phocas Financial Corp
California
$1.14M -$30.4K -167 -3%
74 75
76
77 78