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PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCM
2101
Templeton & Phillips Capital Management
Tennessee
$830K – – –
TNA
2102
True North Advisors
Texas
$830K +$26.6K +157 +3%
RC
2103
Reik & Co
New York
$821K -$238K -1,402 -22%
GC
2104
Gilbert & Cook
Iowa
$820K -$246K -1,450 -23%
BLAM
2105
Bourne Lent Asset Management
New York
$818K – – –
CB
2106
Centennial Bank
Arkansas
$817K +$106K +625 +15%
CCM
2107
Crabel Capital Management
California
$814K +$814K +4,806 New
CC
2108
Centiva Capital
New York
$813K -$3.78M -22,297 -82%
HIIFS
2109
Harel Insurance Investments & Financial Services
Israel
$810K +$191K +1,124 +31%
AA
2110
Apriem Advisors
California
$804K +$2.71K +16 +0.3%
SWA
2111
SOA Wealth Advisors
New York
$803K -$2.2K -13 -0.3%
CCM
2112
Chickasaw Capital Management
Tennessee
$803K – – –
SFG
2113
Sunburst Financial Group
Alabama
$802K +$40K +236 +5%
B
2114
Barings
North Carolina
$800K -$284K -1,678 -26%
HCA
2115
Horan Capital Advisors
Ohio
$799K +$2.54K +15 +0.3%
WMA
2116
West Michigan Advisors
Michigan
$799K +$17.1K +101 +2%
TWM
2117
Triton Wealth Management
Arizona
$799K -$777K -4,647 -49%
MFC
2118
Morris Financial Concepts
South Carolina
$798K +$1.69K +10 +0.2%
CSPAM
2119
Cary Street Partners Asset Management
Virginia
$798K -$38K -224 -5%
IIC
2120
Integrated Investment Consultants
Michigan
$797K -$74.6K -440 -9%
BP
2121
Broadleaf Partners
Ohio
$796K – – –
FPCG
2122
Fort Pitt Capital Group
Pennsylvania
$794K -$8.47K -50 -1%
PCA
2123
Prosperity Capital Advisors
Ohio
$790K +$58.6K +346 +8%
JF
2124
JSF Financial
California
$788K +$448K +2,643 +132%
SC
2125
Savoie Capital
Illinois
$788K +$788K +4,650 New
83 84
85
86 87