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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 %
PA
1876
Prossimo Advisors
California
$1.22M +$1.22M +6,583 New
WWM
1877
Windsor Wealth Management
Indiana
$1.22M – – –
RFG
1878
RFP Financial Group
Georgia
$1.22M +$1.21M +6,508 +9,861%
CWP
1879
Core Wealth Partners
California
$1.21M -$37.2K -201 -3%
SAM
1880
Sabadell Asset Management
Spain
$1.21M – – –
SHWM
1881
Silicon Hills Wealth Management
Texas
$1.2M – – –
OL
1882
Optas LLC
Texas
$1.2M +$35.4K +191 +3%
OHWP
1883
Oak Harbor Wealth Partners
North Carolina
$1.2M +$741 +4 +0.1%
FCFC
1884
First Commonwealth Financial Corp
Pennsylvania
$1.2M -$81.7K -441 -6%
BCM
1885
Brown Capital Management
Maryland
$1.2M -$5.56K -30 -0.5%
KW
1886
KWB Wealth
California
$1.2M +$37.6K +203 +3%
DAM
1887
Doheny Asset Management
California
$1.2M -$13.9K -75 -1%
WAG
1888
Winthrop Advisory Group
Massachusetts
$1.19M +$39.1K +211 +3%
CG
1889
Clarus Group
Texas
$1.19M +$46.1K +249 +4%
ATWA
1890
Arbor Trust Wealth Advisors
Michigan
$1.19M -$191K -1,030 -14%
OPPS
1891
Obsidian Personal Planning Solutions
Maryland
$1.19M +$209K +1,130 +21%
CFO
1892
Custos Family Office
Texas
$1.19M -$10.6K -57 -0.9%
AAS
1893
Ameritas Advisory Services
Nebraska
$1.19M -$1.64M -8,959 -58%
APG
1894
Abacus Planning Group
South Carolina
$1.19M +$28.7K +155 +2%
PVH
1895
Psagot Value Holdings
Israel
$1.19M +$233K +1,266 +24%
B
1896
Barings
North Carolina
$1.19M +$78.3K +423 +7%
VCP
1897
Verus Capital Partners
Arizona
$1.18M +$2.22K +12 +0.2%
HBWM
1898
Hollow Brook Wealth Management
New York
$1.18M +$55.6K +300 +5%
EAM
1899
Empirical Asset Management
Massachusetts
$1.18M +$514K +2,775 +77%
CWP
1900
Curated Wealth Partners
California
$1.18M -$29.3K -158 -2%
74 75
76
77 78