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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 %
RGF
1926
Retirement Guys Formula
Ohio
$1.11M +$72.6K +398 +7%
FSA
1927
Fort Sheridan Advisors
Illinois
$1.11M -$6.93K -38 -0.6%
EIP
1928
Ellis Investment Partners
Pennsylvania
$1.11M -$27.2K -149 -2%
HBWM
1929
Hollow Brook Wealth Management
New York
$1.11M -$72.9K -400 -6%
MCM
1930
Marathon Capital Management
Maryland
$1.11M – – –
NL
1931
NWAM LLC
Washington
$1.11M -$654K -3,586 -37%
NERM
1932
New England Research & Management
Illinois
$1.1M -$62.9K -345 -5%
MA
1933
MBA Advisors
Pennsylvania
$1.1M +$182 +1 +0%
ARC
1934
Advisor Resource Council
Texas
$1.1M +$688K +3,765 +167%
DCM
1935
Deuterium Capital Management
Florida
$1.1M +$691K +3,790 +169%
CA
1936
Cornerstone Advisory
Maryland
$1.1M +$25.7K +141 +2%
HA
1937
Herold Advisors
New York
$1.1M +$23.9K +131 +2%
SA
1938
Sunesis Advisors
Kansas
$1.09M – – –
B
1939
Barings
North Carolina
$1.09M +$124K +678 +13%
HWAM
1940
Hennion & Walsh Asset Management
New Jersey
$1.09M +$82.3K +451 +8%
LSA
1941
Lion Street Advisors
Texas
$1.09M +$121K +663 +13%
TP
1942
Tranquility Partners
Tennessee
$1.09M -$3.1K -17 -0.3%
CCA
1943
Childress Capital Advisors
Texas
$1.09M -$1.25M -6,876 -54%
CG
1944
Cutler Group
California
$1.09M -$769K -4,218 -41%
SP
1945
Successful Portfolios
Florida
$1.08M -$13.9K -76 -1%
MPPLM
1946
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$78K +428 +8%
KFP
1947
KB Financial Partners
New Jersey
$1.08M +$1.82K +10 +0.2%
FCB
1948
First County Bank
Connecticut
$1.08M +$36.6K +201 +4%
DE
1949
Day & Ennis
Georgia
$1.08M +$547 +3 +0.1%
WAM
1950
WealthTrust Asset Management
Florida
$1.08M +$14.8K +81 +1%
76 77
78
79 80