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PepsiCo
PEP

Overview Fund Activity

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$836M
2
BlackRock
BlackRock
New York
+$612M
3
Bank of America
Bank of America
North Carolina
+$474M
4
CSA
Cottage Street Advisors
Massachusetts
+$359M
5
Barclays
Barclays
United Kingdom
+$334M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$285M
4
Millennium Management
Millennium Management
New York
-$263M
5
Citadel Advisors
Citadel Advisors
Florida
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAP
2101
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$838K -$17.2K -95 -2%
SFG
2102
Sunburst Financial Group
Alabama
$838K +$282K +1,561 +51%
AWA
2103
Aaron Wealth Advisors
Illinois
$838K +$243K +1,347 +41%
SWA
2104
SOA Wealth Advisors
New York
$837K +$24.8K +137 +3%
PFGIA
2105
Patriot Financial Group Insurance Agency
Massachusetts
$837K +$39.2K +217 +5%
MIM
2106
Miller Investment Management
Pennsylvania
$837K – – –
CP
2107
Covenant Partners
Tennessee
$836K – – –
GFP
2108
Gryphon Financial Partners
Ohio
$836K +$4.34K +24 +0.5%
AFG
2109
Allegheny Financial Group
Pennsylvania
$834K -$3.79K -21 -0.5%
RIS
2110
Retirement Income Solutions
Michigan
$832K -$17K -94 -2%
BCP
2111
Berkeley Capital Partners
Georgia
$832K +$17.2K +95 +2%
PPC
2112
Park Place Capital
Alabama
$832K +$832K +4,606 New
SPWM
2113
Spartan Planning & Wealth Management
North Carolina
$830K +$318K +1,760 +62%
FAT
2114
First American Trust
California
$828K +$33.6K +186 +4%
FB
2115
First Bancorp
Maine
$827K -$26.4K -146 -3%
WA
2116
WealthTrust Axiom
Pennsylvania
$823K -$181 -1 -0%
PSC
2117
Prentiss Smith & Co
Vermont
$822K -$13.6K -75 -2%
IAP
2118
Indie Asset Partners
Indiana
$819K – – –
TIA
2119
Traphagen Investment Advisors
New Jersey
$817K +$24K +133 +3%
BRG
2120
Bay Rivers Group
Virginia
$814K +$46.6K +258 +6%
DLCIG
2121
D.L. Carlson Investment Group
New Hampshire
$813K -$1.81K -10 -0.2%
RPWA
2122
Regent Peak Wealth Advisors
Georgia
$810K +$32.5K +179 +4%
LCS
2123
Levin Capital Strategies
New York
$809K – – –
SWIM
2124
Smallwood Wealth Investment Management
New Jersey
$808K – – –
HC
2125
Hamilton Capital
Ohio
$808K +$257K +1,425 +47%
83 84
85
86 87