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PepsiCo
PEP

Overview Fund Activity

2,990 hedge funds and large institutions have $162B invested in PepsiCo in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,307 increasing their positions, 1,169 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,990
Holders Change
-8
Holders Change %
-0.27%
% of All Funds
51.7%
Holding in Top 10
259
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+7.92%
% of All Funds
4.48%
New
128
Increased
1,307
Reduced
1,169
Closed
96
Calls
$1.51B
Puts
$1.5B
Net Calls
+$4.44M
Net Calls Change
-$226M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$263M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$237M
3
Amundi
Amundi
France
+$221M
4
Goldman Sachs
Goldman Sachs
New York
+$218M
5
Citadel Advisors
Citadel Advisors
Florida
+$200M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$384M
2
Renaissance Technologies
Renaissance Technologies
New York
-$375M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$198M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$167M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
2026
NCM Capital Management
New Jersey
$790K +$2.61K +16 +0.3%
RGF
2027
Retirement Guys Formula
Ohio
$790K +$470K +2,879 +147%
KA
2028
Klingman & Associates
New York
$789K +$16.2K +99 +2%
AW
2029
ACG Wealth
Georgia
$787K +$25.8K +158 +3%
AAS
2030
Annex Advisory Services
Wisconsin
$785K -$561K -3,436 -42%
SPFA
2031
Summit Place Financial Advisors
New Jersey
$784K – – –
GFS
2032
GYL Financial Synergies
Connecticut
$783K -$13.4K -82 -2%
RIS
2033
Retirement Income Solutions
Michigan
$783K +$167 +1 +0%
SL
2034
Summitry LLC
California
$781K +$110K +677 +16%
LAM
2035
LFS Asset Management
California
$779K -$183K -1,123 -19%
DI
2036
DFPG Investments
Utah
$779K -$7.44K -43 -0.9%
GWANC
2037
Guardian Wealth Advisors (North Carolina)
North Carolina
$775K +$3.1K +19 +0.4%
VCM
2038
Vivaldi Capital Management
Illinois
$775K +$5.17K +32 +0.7%
GDP
2039
Great Diamond Partners
Maine
$774K +$1.47K +9 +0.2%
CC
2040
Callan Capital
California
$774K +$377K +2,306 +95%
CHP
2041
Cable Hill Partners
Oregon
$773K -$126K -770 -14%
AWAP
2042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$773K -$4.08K -25 -0.5%
FB
2043
First Bancorp
Maine
$772K +$27.9K +171 +4%
RFN
2044
RDA Financial Network
Iowa
$772K +$41K +251 +6%
MWM
2045
Marion Wealth Management
Pennsylvania
$769K +$66.7K +408 +9%
MAM
2046
Montchanin Asset Management
Delaware
$763K – – –
WDL
2047
Well Done LLC
Michigan
$762K -$163 -1 -0%
RHBC
2048
R.H. Bluestein & Co
Michigan
$761K -$12.2K -75 -2%
QT
2049
Quantamental Technologies
New York
$759K +$554K +3,391 +270%
AFG
2050
Allegheny Financial Group
Pennsylvania
$757K +$490 +3 +0.1%
80 81
82
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