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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 %
GWAG
1901
Garrett Wealth Advisory Group
Texas
$1.18M -$1.85K -10 -0.2%
EIP
1902
Ellis Investment Partners
Pennsylvania
$1.17M +$38.9K +210 +3%
ECM
1903
EagleClaw Capital Management
Massachusetts
$1.17M – – –
CA
1904
Carson Advisory
Georgia
$1.17M +$556 +3 +0%
GC
1905
Gilbert & Cook
Iowa
$1.16M +$92.6K +500 +9%
BCA
1906
Bray Capital Advisors
Florida
$1.16M -$23.3K -126 -2%
TIM
1907
Tevis Investment Management
Texas
$1.16M -$2.04K -11 -0.2%
HA
1908
Herold Advisors
New York
$1.16M +$50.4K +272 +5%
BFG
1909
Berger Financial Group
Minnesota
$1.16M -$34.5K -186 -3%
TFA
1910
Transamerica Financial Advisors
Florida
$1.16M -$2.96K -16 -0.3%
BMWM
1911
Brown Miller Wealth Management
Virginia
$1.16M +$556 +3 +0%
WWP
1912
WR Wealth Planners
Missouri
$1.16M +$153K +826 +15%
RC
1913
Reik & Co
New York
$1.16M – – –
FMTC
1914
Farmers & Merchants Trust Company
California
$1.16M -$40.6K -219 -3%
CWM
1915
Chesapeake Wealth Management
Virginia
$1.15M -$18.9K -102 -2%
MIC
1916
Meridian Investment Counsel
California
$1.15M – – –
RGF
1917
Retirement Guys Formula
Ohio
$1.15M +$21.3K +115 +2%
BCM
1918
Boltwood Capital Management
California
$1.15M -$67.6K -365 -6%
C
1919
CEDRUS
Colorado
$1.15M +$16.7K +90 +1%
AFG
1920
AFS Financial Group
Maryland
$1.15M -$6.85K -37 -0.6%
NPF
1921
Norris Perne & French
Michigan
$1.14M -$6.11K -33 -0.5%
PFC
1922
Phocas Financial Corp
California
$1.14M -$17K -92 -1%
DS
1923
DRW Securities
Illinois
$1.14M -$1.54M -8,325 -58%
QC
1924
Quent Capital
New York
$1.14M +$111K +601 +11%
UBV
1925
United Bank (Virginia)
Virginia
$1.14M -$16.7K -90 -1%
75 76
77
78 79