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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 %
AT
2376
Avalon Trust
New Mexico
$555K +$555K +3,046 New
SIG
2377
Spinnaker Investment Group
California
$555K +$12K +66 +2%
CCIA
2378
Cherry Creek Investment Advisors
Colorado
$554K +$1.82K +10 +0.3%
NWM
2379
Northwest Wealth Management
Iowa
$552K +$76.7K +421 +16%
HS
2380
Horan Securities
United States
$552K -$1.46K -8 -0.3%
MIM
2381
Morningstar Investment Management
Illinois
$549K – – –
BLC
2382
Brown, Lisle/Cummings
Rhode Island
$549K +$4.56K +25 +0.8%
SFS
2383
Stiles Financial Services
Minnesota
$549K +$23.5K +129 +4%
CBFP
2384
Cedar Brook Financial Partners
Ohio
$548K -$13.7K -75 -2%
GAM
2385
GEM Asset Management
Michigan
$547K -$22.2K -122 -4%
FTWA
2386
Fifth Third Wealth Advisors
Ohio
$547K +$547K +3,000 New
FPWM
2387
FSB Premier Wealth Management
Iowa
$546K -$4.01K -22 -0.7%
BFG
2388
Bouchey Financial Group
New York
$546K – – –
KF
2389
Krilogy Financial
Missouri
$546K -$18.2K -100 -3%
OCM
2390
Orion Capital Management
California
$545K – – –
TAM
2391
Townsend Asset Management
North Carolina
$545K – – –
EP
2392
Edgestream Partners
New Jersey
$542K -$1.14M -6,248 -68%
PD
2393
Planning Directions
Pennsylvania
$541K -$14.8K -81 -3%
AIM
2394
Allen Investment Management
New York
$540K – – –
BOM
2395
Bank of Marin
California
$540K -$45.6K -250 -8%
PSCM
2396
Per Stirling Capital Management
Texas
$539K -$76.4K -419 -12%
WFAG
2397
Worth Financial Advisory Group
North Carolina
$539K +$84.9K +466 +19%
APW
2398
Austin Private Wealth
Texas
$539K +$130K +712 +32%
BSAM
2399
Blue Square Asset Management
New York
$538K +$538K +2,950 New
PWS
2400
Private Wealth Strategies
Ohio
$538K +$9.3K +51 +2%
94 95
96
97 98