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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 %
EAM
2251
Empirical Asset Management
Massachusetts
$648K +$70K +436 +12%
SWM
2252
Silverlake Wealth Management
Vermont
$648K +$7.59K +42 +1%
WFA
2253
Wade Financial Advisory
California
$646K -$35.4K -196 -5%
TSWM
2254
Tyler-Stone Wealth Management
Ohio
$646K -$18.1K -100 -3%
Dodge & Cox
2255
Dodge & Cox
California
$646K -$90.3K -500 -12%
LA
2256
Lane & Associates
New Jersey
$646K +$646K +3,573 New
AWM
2257
AllSquare Wealth Management
New York
$644K -$9.03K -50 -1%
CAM
2258
Cubic Asset Management
Massachusetts
$643K – – –
HWMG
2259
Hurlow Wealth Management Group
Indiana
$641K -$723 -4 -0.1%
AA
2260
Argent Advisors
Louisiana
$641K +$253K +1,399 +65%
PPP
2261
Private Portfolio Partners
New Jersey
$641K +$6.32K +35 +1%
CAM
2262
Covenant Asset Management
New Jersey
$640K – – –
SAS
2263
Sanford Advisory Services
Michigan
$640K +$2.71K +15 +0.4%
IP
2264
Intellectus Partners
California
$638K – – –
CWM
2265
Connecticut Wealth Management
Connecticut
$636K -$5.96K -33 -0.9%
FNBOH
2266
First National Bank of Hutchinson
Kansas
$634K +$2.53K +14 +0.4%
AA
2267
Alta Advisers
United Kingdom
$632K – – –
OIM
2268
Orca Investment Management
Oregon
$632K -$6.14K -34 -1%
WAS
2269
Wealth Advisory Solutions
Indiana
$631K -$9.03K -50 -1%
TWI
2270
Thomas White International
Illinois
$631K – – –
SWP
2271
Strategic Wealth Partners
Ohio
$631K -$3.43K -19 -0.5%
BSSFA
2272
Baron Silver Stevens Financial Advisors
Florida
$630K – – –
BFS
2273
Bickling Financial Services
Massachusetts
$629K +$181 +1 +0%
HSWM
2274
Hubbell Strickland Wealth Management
Louisiana
$628K +$56.4K +312 +10%
NAMM
2275
NorthStar Asset Management (Massachusetts)
Massachusetts
$625K -$82K -454 -12%
89 90
91
92 93