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PepsiCo
PEP

Overview Fund Activity

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$592M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
BlackRock
BlackRock
New York
+$237M
5
Citigroup
Citigroup
New York
+$214M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$403M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
4
Man Group
Man Group
United Kingdom
-$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
2301
Bremer Bank National Association
Minnesota
$615K -$30.5K -180 -5%
CHA
2302
Cooper/Haims Advisors
New York
$615K +$169 +1 +0%
WE
2303
Wealth Effects
Massachusetts
$614K +$4.24K +25 +0.7%
LF
2304
LifeSteps Financial
California
$614K +$169 +1 +0%
MWA
2305
Monograph Wealth Advisors
California
$614K +$614K +3,625 New
TAM
2306
Trillium Asset Management
Massachusetts
$614K -$105K -620 -15%
FPCP
2307
Fort Point Capital Partners
California
$613K +$15.6K +92 +3%
CWM
2308
Cranbrook Wealth Management
Michigan
$612K +$678 +4 +0.1%
CAM
2309
Cubic Asset Management
Massachusetts
$612K – – –
TFP
2310
Tilia Fiduciary Partners
North Carolina
$608K +$27.3K +161 +5%
DIA
2311
Davidson Investment Advisors
Montana
$607K +$116K +685 +24%
LA
2312
Latitude Advisors
Florida
$605K +$3.73K +22 +0.6%
UF
2313
Univest Financial
Pennsylvania
$604K +$16.1K +95 +3%
AWM
2314
AllSquare Wealth Management
New York
$604K -$339 -2 -0.1%
AWA
2315
AmeriServ Wealth Advisors
Pennsylvania
$602K +$79.8K +471 +15%
HWMG
2316
Hurlow Wealth Management Group
Indiana
$601K -$508 -3 -0.1%
CAM
2317
Covenant Asset Management
New Jersey
$600K – – –
BWM
2318
Birchcreek Wealth Management
Ohio
$599K +$678 +4 +0.1%
RTC
2319
Riverview Trust Company
Washington
$598K – – –
RWA
2320
Redhawk Wealth Advisors
Minnesota
$597K -$13.7K -81 -2%
EAM
2321
Empirical Asset Management
Massachusetts
$596K -$484K -2,854 -45%
TWM
2322
Tradition Wealth Management
Minnesota
$595K -$135K -796 -18%
IP
2323
Intellectus Partners
California
$595K – – –
CBB
2324
Citizens Business Bank
California
$595K -$21.5K -127 -3%
SWP
2325
Strategic Wealth Partners
Ohio
$594K +$13.6K +80 +2%
91 92
93
94 95