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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 %
CC
1901
Callan Capital
California
$1.1M -$87.9K -519 -7%
AWA
1902
Alta Wealth Advisors
Massachusetts
$1.1M -$26.4K -156 -2%
CCA
1903
Childress Capital Advisors
Texas
$1.1M +$349K +2,063 +47%
AFG
1904
Alterity Financial Group
Maine
$1.1M -$139K -822 -11%
BWM
1905
Baystate Wealth Management
Massachusetts
$1.1M +$81.2K +479 +8%
HI
1906
Hoey Investments
Pennsylvania
$1.1M -$84.6K -499 -7%
DA
1907
Duality Advisers
Florida
$1.1M +$1.1M +6,465 New
NFA
1908
Northern Financial Advisors
Michigan
$1.1M +$151K +889 +16%
RAG
1909
RIA Advisory Group
Iowa
$1.09M -$209K -1,235 -16%
APG
1910
Abacus Planning Group
South Carolina
$1.09M +$4.07K +24 +0.4%
HA
1911
Herold Advisors
New York
$1.09M +$26.1K +154 +2%
OL
1912
Optas LLC
Texas
$1.09M -$10K -59 -0.9%
OHWP
1913
Oak Harbor Wealth Partners
North Carolina
$1.09M -$10.2K -60 -0.9%
JPWM
1914
Jamison Private Wealth Management
Georgia
$1.09M +$1.09M +6,420 New
OCM
1915
One Capital Management
California
$1.09M -$81K -478 -7%
NPF
1916
Norris Perne & French
Michigan
$1.09M +$40K +236 +4%
CA
1917
Carson Advisory
Georgia
$1.09M +$18.8K +111 +2%
BFG
1918
Berger Financial Group
Minnesota
$1.09M +$22.7K +134 +2%
WAG
1919
Winthrop Advisory Group
Massachusetts
$1.08M -$7.63K -45 -0.7%
ATWA
1920
Arbor Trust Wealth Advisors
Michigan
$1.08M -$7.12K -42 -0.7%
PWA
1921
Physician Wealth Advisors
Utah
$1.08M +$968 +6 +0.1%
CG
1922
Clarus Group
Texas
$1.07M -$17.8K -105 -2%
WSCM
1923
Wellington Shields Capital Management
New York
$1.07M +$34.2K +202 +3%
BCA
1924
Bray Capital Advisors
Florida
$1.07M +$8.64K +51 +0.8%
ACM
1925
AlphaStar Capital Management
North Carolina
$1.07M +$100K +590 +10%
75 76
77
78 79