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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 %
AAM
1951
Aureus Asset Management
Massachusetts
$1.07M – – –
SMWM
1952
Silvia McColl Wealth Management
California
$1.07M +$9.12K +50 +0.9%
JGIA
1953
Jackson Grant Investment Advisers
Connecticut
$1.07M +$48.9K +268 +5%
HT
1954
Headlands Technologies
Illinois
$1.07M +$1.07M +5,860 New
EWM
1955
Edge Wealth Management
New York
$1.07M -$530K -2,908 -33%
WCM
1956
Wunderlich Capital Managemnt
Tennessee
$1.07M +$25.7K +141 +2%
SFSG
1957
Sound Financial Strategies Group
Mississippi
$1.07M +$15.1K +83 +1%
GB
1958
Goepper Burkhardt
South Carolina
$1.07M – – –
CT
1959
Clearstead Trust
Maine
$1.06M -$234K -1,285 -18%
FWM
1960
Forza Wealth Management
Florida
$1.06M +$85.9K +471 +9%
PCS
1961
Personal CFO Solutions
New Jersey
$1.06M +$19.7K +108 +2%
GC
1962
Gilbert & Cook
Iowa
$1.06M +$11.7K +64 +1%
SWM
1963
Segment Wealth Management
Texas
$1.05M -$18.2K -100 -2%
ACM
1964
Alethea Capital Management
Washington
$1.05M +$650K +3,568 +162%
AWG
1965
Altus Wealth Group
Colorado
$1.05M -$13.1K -72 -1%
AA
1966
Addison Advisors
Vermont
$1.05M -$117K -641 -10%
WFM
1967
Wolff Financial Management
Michigan
$1.05M +$182 +1 +0%
NFA
1968
Northern Financial Advisors
Michigan
$1.05M -$50.1K -275 -5%
CC
1969
Cipher Capital
New York
$1.05M +$1.05M +5,760 New
PA
1970
Perennial Advisors
New York
$1.05M +$103K +567 +11%
GHAM
1971
Gilman Hill Asset Management
Connecticut
$1.05M -$110K -602 -9%
COCM
1972
Charter Oak Capital Management
New Hampshire
$1.05M +$61.1K +335 +6%
WAM
1973
Weatherly Asset Management
California
$1.05M +$140K +766 +15%
TFA
1974
Triad Financial Advisors
North Carolina
$1.05M -$7.66K -42 -0.7%
CA
1975
Claar Advisors
New York
$1.04M – – –
77 78
79
80 81