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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 %
LAM
2351
L2 Asset Management
Massachusetts
$566K +$67.2K +372 +13%
CAL
2352
Capital Advisors Ltd
Ohio
$566K +$110K +755 +24%
BA
2353
Ballast Advisors
Minnesota
$566K +$2.71K +15 +0.5%
RB
2354
Renasant Bank
Mississippi
$565K +$38.7K +214 +7%
GAM
2355
GEM Asset Management
Michigan
$564K +$564K +3,122 New
OIS
2356
Okabena Investment Services
Minnesota
$563K +$12.8K +71 +2%
MIM
2357
Marco Investment Management
Georgia
$563K – – –
OPOWM
2358
One Plus One Wealth Management
Florida
$563K +$10.8K +60 +2%
DIM
2359
Delta Investment Management
California
$563K -$79.9K -442 -12%
PWA
2360
PCG Wealth Advisors
Kansas
$562K -$557K -3,085 -50%
IWM
2361
Iams Wealth Management
Nebraska
$561K +$561K +3,105 New
AP
2362
Arlington Partners
Alabama
$561K +$50.2K +278 +10%
MA
2363
MONECO Advisors
Connecticut
$560K -$25.3K -140 -4%
SCA
2364
Sage Capital Advisors
South Dakota
$560K +$560K +3,098 New
PCG
2365
Prosperity Consulting Group
Maryland
$559K +$120K +662 +27%
KF
2366
Krilogy Financial
Missouri
$559K +$27.3K +151 +5%
HHGA
2367
Halbert Hargrove Global Advisors
California
$558K -$60.9K -337 -10%
BB
2368
Bell Bank
North Dakota
$558K +$181 +1 +0%
CBFP
2369
Cedar Brook Financial Partners
Ohio
$556K +$27.8K +154 +5%
CGH
2370
CMG Global Holdings
Texas
$555K -$4.52K -25 -0.8%
VC
2371
Vicus Capital
Pennsylvania
$553K -$204K -1,129 -27%
AWA
2372
Aletheian Wealth Advisors
Washington
$551K +$551K +3,052 New
KIA
2373
KLR Investment Advisors
Rhode Island
$551K +$551K +3,034 New
RCA
2374
Riverview Capital Advisers
Massachusetts
$551K – – –
RWA
2375
Rooted Wealth Advisors
Illinois
$551K +$551K +3,050 New
93 94
95
96 97