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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 %
LKIM
1951
Lawson Kroeker Investment Management
Nebraska
$1.07M -$549K -3,040 -34%
NPF
1952
Norris Perne & French
Michigan
$1.07M +$89.2K +494 +9%
KFP
1953
KB Financial Partners
New Jersey
$1.07M -$32.3K -179 -3%
WSC
1954
Wellington Shields & Co
New York
$1.07M +$18.1K +100 +2%
SAM
1955
Seelaus Asset Management
New Jersey
$1.07M -$6.32K -35 -0.6%
DE
1956
Day & Ennis
Georgia
$1.07M +$82K +454 +8%
HCWM
1957
Harrison & Co Wealth Management
Virginia
$1.07M +$6.32K +35 +0.6%
AAM
1958
Aureus Asset Management
Massachusetts
$1.06M +$1.06M +5,893 New
HA
1959
Herold Advisors
New York
$1.06M +$18.1K +100 +2%
CA
1960
Cornerstone Advisory
Maryland
$1.06M +$25.8K +143 +2%
SWM
1961
Segment Wealth Management
Texas
$1.06M – – –
MFG
1962
Monumental Financial Group
Maryland
$1.06M +$1.06M +5,865 New
GA
1963
Geller Advisors
New York
$1.06M +$28.5K +157 +3%
GB
1964
Goepper Burkhardt
South Carolina
$1.06M +$125K +694 +13%
AWG
1965
Altus Wealth Group
Colorado
$1.06M -$72.6K -402 -6%
MTIC
1966
Missouri Trust & Investment Company
Missouri
$1.05M -$5.42K -30 -0.5%
SMWM
1967
Silvia McColl Wealth Management
California
$1.05M +$1.05M +5,833 New
WAM
1968
WealthTrust Asset Management
Florida
$1.05M -$6.5K -36 -0.6%
AWM
1969
Accurate Wealth Management
Florida
$1.05M +$107K +599 +11%
ACM
1970
AlphaStar Capital Management
North Carolina
$1.04M +$181 +1 +0%
TFA
1971
Triad Financial Advisors
North Carolina
$1.04M -$246K -1,360 -19%
SFSG
1972
Sound Financial Strategies Group
Mississippi
$1.04M +$1.04M +5,775 New
FSA
1973
Franklin Street Advisors
North Carolina
$1.04M -$191K -1,058 -16%
WFM
1974
Wolff Financial Management
Michigan
$1.04M +$361 +2 +0%
DWMS
1975
Dominguez Wealth Management Solutions
Virginia
$1.04M +$1.04M +5,759 New
77 78
79
80 81