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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 %
WWP
1926
WR Wealth Planners
Missouri
$1.07M +$12K +71 +1%
CFO
1927
Custos Family Office
Texas
$1.07M -$18K -106 -2%
AFG
1928
AFS Financial Group
Maryland
$1.07M +$20.7K +122 +2%
EIP
1929
Ellis Investment Partners
Pennsylvania
$1.07M +$1.69K +10 +0.2%
TIM
1930
Tevis Investment Management
Texas
$1.06M – – –
CA
1931
Cornerstone Advisory
Maryland
$1.06M +$23.9K +141 +2%
BMWM
1932
Brown Miller Wealth Management
Virginia
$1.06M +$678 +4 +0.1%
RCWM
1933
Royal Capital Wealth Management
Indiana
$1.06M -$460K -2,714 -30%
ACI
1934
Alpha Cubed Investments
California
$1.06M +$446K +2,632 +73%
BHIC
1935
Bassett Hargrove Investment Counsel
Delaware
$1.05M -$4.4K -26 -0.4%
OPPS
1936
Obsidian Personal Planning Solutions
Maryland
$1.05M -$39K -230 -4%
ECM
1937
EagleClaw Capital Management
Massachusetts
$1.05M -$16.9K -100 -2%
CT
1938
Clearstead Trust
Maine
$1.05M +$83.2K +491 +9%
KA
1939
KLCM Advisors
Wisconsin
$1.05M +$42.5K +251 +4%
CWM
1940
Chesapeake Wealth Management
Virginia
$1.05M -$10K -59 -0.9%
PFC
1941
Phocas Financial Corp
California
$1.04M – – –
RBFC
1942
Roman Butler Fullerton & Co
Missouri
$1.04M -$14.6K -91 -1%
DAM
1943
Doheny Asset Management
California
$1.04M -$53.9K -318 -5%
BWM
1944
Buckley Wealth Management
Nevada
$1.04M -$221K -1,303 -18%
GWAG
1945
Garrett Wealth Advisory Group
Texas
$1.04M -$36.8K -217 -3%
MCM
1946
Magnolia Capital Management
New York
$1.04M – – –
VIM
1947
VELA Investment Management
Ohio
$1.04M +$57.3K +338 +6%
IWM
1948
Integris Wealth Management
California
$1.04M – – –
CTFG
1949
Capstone Triton Financial Group
Oklahoma
$1.04M +$39.1K +231 +4%
MA
1950
MBA Advisors
Pennsylvania
$1.04M +$339 +2 +0%
76 77
78
79 80