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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 %
TWM
2126
Thrive Wealth Management
Pennsylvania
$807K +$121K +668 +18%
FWA
2127
FSM Wealth Advisors
Ohio
$807K -$276K -1,527 -25%
ESCM
2128
Echo Street Capital Management
New York
$806K +$806K +4,462 New
BZWA
2129
Blue Zone Wealth Advisors
California
$806K – – –
AR
2130
Apeiron RIA
Texas
$805K -$1.63K -9 -0.2%
GWM
2131
Greenwich Wealth Management
Connecticut
$805K -$2.35K -13 -0.3%
TAM
2132
Trillium Asset Management
Massachusetts
$804K -$81.7K -452 -9%
KA
2133
Klingman & Associates
New York
$801K -$72.3K -400 -8%
WP
2134
Waycross Partners
Kentucky
$801K – – –
LFA
2135
Laraway Financial Advisors
Minnesota
$798K -$4.34K -24 -0.5%
TCM
2136
TD Capital Management
Tennessee
$797K – – –
MAM
2137
Montchanin Asset Management
Delaware
$796K -$47.9K -265 -6%
RTC
2138
Riverview Trust Company
Washington
$795K – – –
FCT
2139
First Community Trust
Iowa
$793K +$7.41K +41 +0.9%
CFO
2140
Colony Family Offices
North Carolina
$791K – – –
GLA
2141
Good Life Advisors
Pennsylvania
$791K -$7.77K -43 -1%
RCM
2142
Raleigh Capital Management
North Carolina
$789K +$25.7K +142 +3%
BFA
2143
Buttonwood Financial Advisors
Maryland
$789K -$137K -758 -15%
CWM
2144
Cahaba Wealth Management
Georgia
$789K +$54.9K +304 +7%
AW
2145
Atlas Wealth
Ohio
$788K +$788K +4,361 New
ERIM
2146
Eagle Ridge Investment Management
Connecticut
$786K – – –
IP
2147
Ignite Planners
California
$781K +$384K +2,259 +97%
MKA
2148
M. Kulyk & Associates
Georgia
$778K +$8.67K +48 +1%
TC
2149
Toews Corporation
New Jersey
$777K -$470K -2,600 -38%
QCM
2150
Qsemble Capital Management
New York
$777K +$777K +4,300 New
84 85
86
87 88