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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 %
CSPAM
2076
Cary Street Partners Asset Management
Virginia
$891K +$1.82K +10 +0.2%
BCP
2077
Berkeley Capital Partners
Georgia
$887K +$47.8K +262 +6%
IIC
2078
Integrated Investment Consultants
Michigan
$886K -$77.1K -423 -8%
SLT
2079
St Louis Trust
Missouri
$884K – – –
EFL
2080
ERn Financial LLC
Wisconsin
$876K +$12.4K +68 +1%
T
2081
TRUADVICE
Florida
$875K +$382K +2,002 +78%
SIS
2082
Sound Income Strategies
Florida
$874K -$52.7K -289 -6%
WDL
2083
Well Done LLC
Michigan
$874K +$20.6K +113 +2%
IWM
2084
Iams Wealth Management
Nebraska
$872K +$310K +1,717 +55%
RIS
2085
Retirement Income Solutions
Michigan
$872K +$31.7K +174 +4%
SWA
2086
SOA Wealth Advisors
New York
$871K +$25.7K +141 +3%
NCM
2087
NCM Capital Management
New Jersey
$868K +$364 +2 +0%
SMA
2088
Sage Mountain Advisors
Georgia
$866K +$275K +1,508 +46%
SL
2089
Summitry LLC
California
$864K +$14K +77 +2%
CCM
2090
Chickasaw Capital Management
Tennessee
$864K – – –
ISWM
2091
Independent Solutions Wealth Management
New York
$863K -$106K -580 -11%
BAM
2092
Bosun Asset Management
Illinois
$862K +$419K +2,300 +95%
GFA
2093
Gallagher Fiduciary Advisors
Illinois
$861K +$861K +4,718 New
MCA
2094
MSH Capital Advisors
Arizona
$861K +$911 +5 +0.1%
HCA
2095
Horan Capital Advisors
Ohio
$860K +$76K +417 +10%
SAM
2096
Seelaus Asset Management
New Jersey
$857K -$234K -1,265 -21%
CB
2097
Centennial Bank
Arkansas
$857K +$547 +3 +0.1%
TRIA
2098
Trail Ridge Investment Advisors
Colorado
$856K +$6.93K +38 +0.8%
WA
2099
WealthTrust Axiom
Pennsylvania
$855K +$25.3K +139 +3%
MFC
2100
Morris Financial Concepts
South Carolina
$855K +$2.19K +12 +0.3%
82 83
84
85 86