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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 %
RA
1976
Rational Advisors
New York
$1.06M +$1.06M +5,697 New
PA
1977
Perennial Advisors
New York
$1.05M -$11.7K -63 -1%
MWM
1978
Marion Wealth Management
Pennsylvania
$1.05M +$8.15K +44 +0.8%
CIM
1979
CIM Investment Management
Pennsylvania
$1.05M +$2.41K +13 +0.2%
CT
1980
Clearstead Trust
Maine
$1.05M -$23.2K -126 -2%
FWM
1981
Forza Wealth Management
Florida
$1.05M -$27.8K -150 -3%
FIBT
1982
First International Bank & Trust
North Dakota
$1.05M +$4.45K +24 +0.4%
GWANC
1983
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.05M +$67.6K +365 +7%
DWMS
1984
Dominguez Wealth Management Solutions
Virginia
$1.05M -$8.71K -47 -0.8%
CFG
1985
Carr Financial Group
Massachusetts
$1.04M +$49.5K +267 +5%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$1.04M +$484K +2,614 +87%
GHAM
1987
Gilman Hill Asset Management
Connecticut
$1.04M -$22.8K -123 -2%
PCP
1988
Proficio Capital Partners
Massachusetts
$1.04M +$36.1K +195 +4%
CWM
1989
C2C Wealth Management
Arizona
$1.04M +$111K +600 +12%
SIC
1990
Sigma Investment Counselors
Michigan
$1.04M +$241K +1,300 +30%
TIA
1991
Traphagen Investment Advisors
New Jersey
$1.04M +$191K +1,030 +23%
SLA
1992
Silver Lake Advisory
Utah
$1.04M +$2.59K +14 +0.3%
WSC
1993
Wellington Shields & Co
New York
$1.03M -$6.11K -33 -0.6%
AWA
1994
Aaron Wealth Advisors
Illinois
$1.03M +$25.9K +140 +3%
NFA
1995
Northern Financial Advisors
Michigan
$1.03M -$35K -189 -3%
PIA
1996
Pinion Investment Advisors
Kansas
$1.03M +$6.3K +34 +0.6%
AP
1997
Arlington Partners
Alabama
$1.03M +$177K +958 +21%
CA
1998
Cresta Advisors
Texas
$1.02M – – –
ISWM
1999
Independent Solutions Wealth Management
New York
$1.02M +$147K +794 +17%
SEP
2000
Southland Equity Partners
Missouri
$1.02M +$432K +2,330 +73%
78 79
80
81 82