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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 %
BHIC
1901
Bassett Hargrove Investment Counsel
Delaware
$1.14M – – –
RC
1902
Reik & Co
New York
$1.14M -$46.9K -257 -4%
BWM
1903
Buckley Wealth Management
Nevada
$1.14M -$5.29K -29 -0.5%
WAG
1904
Winthrop Advisory Group
Massachusetts
$1.14M -$5.1K -28 -0.4%
UBV
1905
United Bank (Virginia)
Virginia
$1.14M -$26.8K -147 -2%
MIC
1906
Meridian Investment Counsel
California
$1.14M – – –
BC
1907
Brookfield Corp
Ontario, Canada
$1.14M +$1.14M +6,230 New
AFG
1908
AFS Financial Group
Maryland
$1.14M -$5.47K -30 -0.5%
WI
1909
WrapManager Inc
California
$1.13M +$51K +280 +5%
IWM
1910
Integris Wealth Management
California
$1.13M – – –
NPF
1911
Norris Perne & French
Michigan
$1.13M +$51.6K +283 +5%
KW
1912
KWB Wealth
California
$1.13M +$236K +1,309 +26%
CCM
1913
Carlson Capital Management
Minnesota
$1.13M +$912 +5 +0.1%
SCA
1914
Sage Capital Advisors
South Dakota
$1.13M +$566K +3,103 +100%
MFG
1915
Monumental Financial Group
Maryland
$1.13M +$60.5K +332 +6%
CG
1916
Clarus Group
Texas
$1.13M +$729 +4 +0.1%
SIC
1917
Sterling Investment Counsel
New York
$1.12M -$22.2K -122 -2%
RBFC
1918
Roman Butler Fullerton & Co
Missouri
$1.12M +$20.5K +108 +2%
WSCM
1919
Wellington Shields Capital Management
New York
$1.12M +$547 +3 +0%
FHC
1920
First Heartland Consultants
Missouri
$1.12M -$37.9K -208 -3%
SW
1921
SkyOak Wealth
Michigan
$1.12M +$547 +3 +0%
AFG
1922
ABLE Financial Group
Arizona
$1.12M +$1.12M +6,122 New
MCM
1923
Magnolia Capital Management
New York
$1.12M – – –
C
1924
CEDRUS
Colorado
$1.11M +$380K +2,082 +52%
PFC
1925
Poplar Forest Capital
California
$1.11M – – –
75 76
77
78 79