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PepsiCo
PEP

Overview Fund Activity

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$836M
2
BlackRock
BlackRock
New York
+$612M
3
Bank of America
Bank of America
North Carolina
+$474M
4
CSA
Cottage Street Advisors
Massachusetts
+$359M
5
Barclays
Barclays
United Kingdom
+$334M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
4
Millennium Management
Millennium Management
New York
-$263M
5
Citadel Advisors
Citadel Advisors
Florida
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1926
Clarus Group
Texas
$1.12M +$542 +3 +0%
OL
1927
Optas LLC
Texas
$1.11M +$14.1K +78 +1%
FSA
1928
Fort Sheridan Advisors
Illinois
$1.11M +$293K +1,620 +36%
WSCM
1929
Wellington Shields Capital Management
New York
$1.11M +$27.1K +150 +3%
SW
1930
SkyOak Wealth
Michigan
$1.11M +$361 +2 +0%
MCM
1931
Magnolia Capital Management
New York
$1.11M +$2.89K +16 +0.3%
CPC
1932
Congress Park Capital
New York
$1.11M -$13.6K -75 -1%
PFC
1933
Poplar Forest Capital
California
$1.1M -$10.3K -57 -0.9%
AAMC
1934
Asset Allocation & Management Company
Illinois
$1.1M -$304K -1,681 -22%
MCM
1935
Marathon Capital Management
Maryland
$1.1M -$16.3K -90 -1%
Dimensional Fund Advisors
1936
Dimensional Fund Advisors
Texas
$1.09M -$19.3K -106,791 -2%
EDRH
1937
Edmond de Rothschild Holding
Switzerland
$1.09M -$287K -1,587 -21%
MA
1938
MBA Advisors
Pennsylvania
$1.09M +$23.5K +130 +2%
NFA
1939
Northern Financial Advisors
Michigan
$1.09M +$1.09M +6,039 New
PP
1940
PDS Planning
Ohio
$1.09M -$542 -3 -0%
CL
1941
COWA LLC
Oklahoma
$1.09M -$85.4K -627 -7%
SP
1942
Successful Portfolios
Florida
$1.09M +$37.4K +207 +4%
CFG
1943
Carr Financial Group
Massachusetts
$1.09M +$1.09M +5,977 New
WB
1944
West Bancorporation
Iowa
$1.08M -$20.4K -113 -2%
SA
1945
Sunesis Advisors
Kansas
$1.08M – – –
TP
1946
Tranquility Partners
Tennessee
$1.08M +$5.06K +28 +0.5%
TFA
1947
Transamerica Financial Advisors
Florida
$1.08M +$129K +714 +14%
AT
1948
Arden Trust
Delaware
$1.08M -$37.6K -208 -3%
CRWM
1949
Castle Rock Wealth Management
California
$1.07M -$14.8K -87 -1%
WI
1950
WrapManager Inc
California
$1.07M +$11.7K +65 +1%
76 77
78
79 80