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PepsiCo
PEP

Overview Fund Activity

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$815M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
Man Group
Man Group
United Kingdom
+$244M
4
Barclays
Barclays
United Kingdom
+$236M
5
BlackRock
BlackRock
New York
+$183M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$10.4B
2
Bank of America
Bank of America
North Carolina
-$568M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$474M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$452M
5
Amundi
Amundi
France
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
1951
Mirabella Financial Services
United Kingdom
$1.09M +$1.09M +5,907 New
WCM
1952
Wunderlich Capital Managemnt
Tennessee
$1.09M +$8.52K +46 +0.8%
DE
1953
Day & Ennis
Georgia
$1.09M +$741 +4 +0.1%
AAM
1954
Aureus Asset Management
Massachusetts
$1.09M – – –
CTFG
1955
Capstone Triton Financial Group
Oklahoma
$1.09M +$39.5K +213 +4%
MTIC
1956
Missouri Trust & Investment Company
Missouri
$1.09M +$64.5K +348 +6%
SCP
1957
Syntal Capital Partners
Texas
$1.09M -$220K -1,190 -17%
AWG
1958
Altus Wealth Group
Colorado
$1.09M +$18.7K +101 +2%
EWM
1959
Edge Wealth Management
New York
$1.09M – – –
GB
1960
Goepper Burkhardt
South Carolina
$1.08M – – –
SMWM
1961
Silvia McColl Wealth Management
California
$1.08M -$10K -54 -0.9%
AA
1962
Addison Advisors
Vermont
$1.08M +$9.63K +52 +0.9%
FHC
1963
First Heartland Consultants
Missouri
$1.07M -$61.5K -332 -5%
CF
1964
Centaurus Financial
California
$1.07M -$195K -1,050 -15%
PCS
1965
Personal CFO Solutions
New Jersey
$1.07M -$2.59K -14 -0.2%
MCM
1966
Marathon Capital Management
Maryland
$1.07M -$52.2K -282 -5%
WAM
1967
Weatherly Asset Management
California
$1.07M +$8.34K +45 +0.8%
VIM
1968
VELA Investment Management
Ohio
$1.07M -$148K -800 -12%
CAMV
1969
Concord Asset Management (Virginia)
Virginia
$1.07M +$248K +1,341 +30%
SWM
1970
Segment Wealth Management
Texas
$1.07M – – –
WB
1971
West Bancorporation
Iowa
$1.07M +$52K +281 +5%
TFA
1972
Triad Financial Advisors
North Carolina
$1.06M +$741 +4 +0.1%
COCM
1973
Charter Oak Capital Management
New Hampshire
$1.06M -$370 -2 -0%
ACM
1974
AlphaStar Capital Management
North Carolina
$1.06M +$87.2K +471 +9%
CA
1975
Claar Advisors
New York
$1.06M – – –
77 78
79
80 81