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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 %
WE
2226
Wealth Effects
Massachusetts
$679K -$27.3K -150 -4%
LSC
2227
Lesa Sroufe & Co
Washington
$679K – – –
FNBOH
2228
First National Bank of Hutchinson
Kansas
$679K +$39K +214 +6%
SWP
2229
Strategic Wealth Partners
Ohio
$678K +$41.7K +229 +7%
SFWA
2230
Summit Financial Wealth Advisors
Louisiana
$677K -$26.4K -145 -4%
FMP
2231
Financial Management Professionals
Texas
$677K -$27.2K -149 -4%
CWC
2232
Carolinas Wealth Consulting
North Carolina
$677K +$11.4K +335 +2%
HAFS
2233
Hapanowicz & Associates Financial Services
Pennsylvania
$676K – – –
IFS
2234
Intelligent Financial Strategies
Minnesota
$675K -$3.83K -21 -0.6%
SHGA
2235
Sand Hill Global Advisors
California
$673K +$81.7K +448 +14%
BSSFA
2236
Baron Silver Stevens Financial Advisors
Florida
$667K +$31.5K +173 +5%
LCM
2237
Legato Capital Management
California
$666K +$117K +642 +21%
LF
2238
LifeSteps Financial
California
$665K +$81.7K +448 +14%
EFH
2239
Eaton Financial Holdings
Florida
$665K -$19.9K -109 -3%
PCMF
2240
Private Capital Management (Florida)
Florida
$665K +$201K +1,100 +43%
FDS
2241
First Dallas Securities
Texas
$664K +$1.64K +9 +0.2%
PI
2242
PFS Investments
Georgia
$663K -$10.1K -55 -2%
KP
2243
Keel Point
Alabama
$662K +$38.5K +211 +6%
CHA
2244
Cooper/Haims Advisors
New York
$661K +$182 +1 +0%
HC
2245
Hamilton Capital
Ohio
$660K -$155K -852 -19%
WW
2246
Waterfront Wealth
Kansas
$658K -$78.9K -433 -11%
CAM
2247
Cubic Asset Management
Massachusetts
$658K +$8.93K +49 +1%
CWM
2248
Cranbrook Wealth Management
Michigan
$657K +$1.09K +6 +0.2%
CCP
2249
Cassia Capital Partners
North Carolina
$657K -$8.75K -48 -1%
BP
2250
Broadleaf Partners
Ohio
$656K -$2.73K -15 -0.4%
88 89
90
91 92