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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 %
DWM
2126
Drive Wealth Management
Utah
$815K +$162K +888 +25%
BZWA
2127
Blue Zone Wealth Advisors
California
$813K – – –
SPC
2128
Stewart & Patten Company
California
$813K -$49.8K -273 -6%
PFA
2129
Petra Financial Advisors
Colorado
$813K +$87.5K +480 +12%
SPW
2130
Sonoma Private Wealth
California
$813K -$96.4K -529 -11%
BDF
2131
Black Diamond Financial
Maryland
$812K +$46.5K +255 +6%
CAMV
2132
Concord Asset Management (Virginia)
Virginia
$810K +$601K +3,299 +288%
TCM
2133
TD Capital Management
Tennessee
$810K +$6.02K +33 +0.7%
WP
2134
Waycross Partners
Kentucky
$808K – – –
TWM
2135
Thrive Wealth Management
Pennsylvania
$807K -$7.11K -39 -0.9%
VIG
2136
Vienna Insurance Group
Poland
$806K +$806K +4,424 New
AAMC
2137
Asset Allocation & Management Company
Illinois
$806K -$301K -1,650 -27%
OFG
2138
Oxford Financial Group
Indiana
$806K +$91.7K +503 +13%
KA
2139
Klingman & Associates
New York
$804K -$4.01K -22 -0.5%
MAM
2140
Montchanin Asset Management
Delaware
$803K – – –
GWAM
2141
Guardian Wealth Advisors (Minnesota)
Minnesota
$802K +$61.1K +335 +8%
CAS
2142
Coppell Advisory Solutions
Texas
$798K +$56.2K +311 +8%
CASC
2143
Coppell Advisory Solutions Corp
Texas
$798K +$56.2K +311 +8%
CFP
2144
Catalyst Financial Partners
Massachusetts
$796K +$107K +588 +16%
AW
2145
Atlas Wealth
Ohio
$795K – – –
AR
2146
Apeiron RIA
Texas
$795K -$20.7K -113 -3%
ERIM
2147
Eagle Ridge Investment Management
Connecticut
$793K – – –
CFO
2148
Colony Family Offices
North Carolina
$793K – – –
DLCIG
2149
D.L. Carlson Investment Group
New Hampshire
$793K -$27K -148 -3%
PCM
2150
Perritt Capital Management
Illinois
$793K -$78K -428 -9%
84 85
86
87 88