PEP icon

PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1876
Lifeworks Advisors
Michigan
$1.14M +$209K +1,233 +22%
DWP
1877
Destiny Wealth Partners
Florida
$1.14M -$17.8K -105 -2%
SDAM
1878
Shulman DeMeo Asset Management
New York
$1.14M -$54.6K -322 -5%
AWC
1879
Adamsbrown Wealth Consultants
Kansas
$1.14M +$13K +77 +1%
HBT
1880
Heartland Bank & Trust
Illinois
$1.13M +$3.56K +21 +0.3%
JDR
1881
Jay D. Rosenbaum
$1.13M -$13K -77 -1%
BCM
1882
Brown Capital Management
Maryland
$1.13M +$33K +195 +3%
GIP
1883
Greatmark Investment Partners
Georgia
$1.13M -$25.4K -150 -2%
MWM
1884
MBE Wealth Management
Wisconsin
$1.13M +$379K +2,235 +51%
FCCM
1885
First City Capital Management
Georgia
$1.12M – – –
VWA
1886
V Wealth Advisors
Kansas
$1.12M -$2.56M -15,110 -70%
CPA
1887
Cardiff Park Advisors
California
$1.12M -$401K -2,367 -26%
NICM
1888
Neo Ivy Capital Management
New York
$1.12M +$1.12M +6,616 New
CPIA
1889
Cornell Pochily Investment Advisors
New York
$1.12M -$10.2K -60 -0.9%
CRI
1890
Colonial River Investments
Virginia
$1.12M +$636K +3,752 +131%
LIM
1891
Longfellow Investment Management
Massachusetts
$1.11M +$339K +2,003 +44%
WWM
1892
Windsor Wealth Management
Indiana
$1.11M – – –
RFG
1893
RFP Financial Group
Georgia
$1.11M – – –
SWM
1894
Segment Wealth Management
Texas
$1.11M +$134K +791 +14%
CWP
1895
Core Wealth Partners
California
$1.11M +$339 +2 +0%
FCFC
1896
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$10.2K +60 +0.9%
WCMN
1897
Westchester Capital Management (Nebraska)
Nebraska
$1.1M +$244K +1,440 +28%
SAM
1898
Strategy Asset Managers
California
$1.1M -$15.6K -92 -1%
QC
1899
Quent Capital
New York
$1.1M +$58.6K +346 +6%
Members Trust
1900
Members Trust
Florida
$1.1M -$28.1K -166 -2%
74 75
76
77 78