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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 %
AFC
2176
AFT Forsyth & Company
Florida
$740K +$181 +1 +0%
CWP
2177
Capital Wealth Planning
Florida
$740K -$1.08K -6 -0.1%
CLOS
2178
Compagnie Lombard Odier SCmA
Switzerland
$739K -$840K -4,656 -53%
CWA
2179
Clearview Wealth Advisors
Oregon
$739K -$2.71K -15 -0.4%
GWAM
2180
Guardian Wealth Advisors (Minnesota)
Minnesota
$734K -$16.4K -91 -2%
MWPCG
2181
Measured Wealth Private Client Group
New Hampshire
$732K – – –
GCM
2182
Gables Capital Management
Florida
$730K – – –
C
2183
CEDRUS
Colorado
$729K -$7.95K -44 -1%
ACP
2184
Aveo Capital Partners
Colorado
$727K +$75.7K +419 +12%
SFS
2185
Security Financial Services
Indiana
$726K +$22.9K +127 +3%
CISOA
2186
Capital Investment Services of America
Wisconsin
$724K – – –
PFA
2187
Petra Financial Advisors
Colorado
$719K +$719K +3,978 New
PCA
2188
Prosperity Capital Advisors
Ohio
$719K +$719K +3,978 New
AIA
2189
Alera Investment Advisors
Illinois
$718K -$267K -1,476 -27%
FC
2190
Financial Council
Maryland
$718K -$29.3K -162 -4%
EGM
2191
Engineers Gate Manager
New York
$716K +$716K +3,962 New
APC
2192
Aspire Private Capital
North Carolina
$715K -$2.89K -16 -0.4%
SCA
2193
Sippican Capital Advisors
Massachusetts
$713K – – –
SFA
2194
Souders Financial Advisors
Ohio
$712K +$8.31K +46 +1%
AC
2195
Apella Capital
Connecticut
$711K +$166K +921 +31%
GPI
2196
General Partner Inc
Pennsylvania
$710K +$710K +3,931 New
GWP
2197
Gateway Wealth Partners
Wisconsin
$710K +$710K +3,929 New
TIM
2198
Tortoise Investment Management
New York
$710K -$19.5K -108 -3%
BCM
2199
Basso Capital Management
Connecticut
$709K +$709K +3,924 New
OFG
2200
Oxford Financial Group
Indiana
$708K +$227K +1,257 +47%
86 87
88
89 90