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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 %
KIA
2376
KLR Investment Advisors
Rhode Island
$554K +$9.48K +52 +2%
HFRG
2377
Houlihan Financial Resource Group
Virginia
$552K +$552K +3,289 New
FCIM
2378
Fairview Capital Investment Management
California
$551K +$508 +3 +0.1%
OFG
2379
Oxford Financial Group
Indiana
$550K -$223K -1,318 -29%
NQWM
2380
Northwest Quadrant Wealth Management
Oregon
$549K +$2.37K +14 +0.4%
SHGA
2381
Sand Hill Global Advisors
California
$547K -$53.5K -316 -9%
ZIG
2382
Zuckerman Investment Group
Illinois
$543K +$60.5K +357 +13%
IIM
2383
Ironwood Investment Management
Massachusetts
$541K – – –
MGWM
2384
Marks Group Wealth Management
Minnesota
$541K – – –
CWC
2385
Carolinas Wealth Consulting
North Carolina
$540K +$332 +12 +0.1%
LSIA
2386
LaSalle St. Investment Advisors
Illinois
$540K +$116K +684 +27%
BWM
2387
BlackDiamond Wealth Management
New York
$540K +$32.6K +201 +6%
DIM
2388
Delta Investment Management
California
$539K – – –
BCM
2389
Birmingham Capital Management
Alabama
$538K – – –
RWA
2390
Rooted Wealth Advisors
Illinois
$538K -$24.9K -149 -4%
MIM
2391
Morningstar Investment Management
Illinois
$538K +$27.1K +160 +5%
FFC
2392
First Financial Corp
Indiana
$536K -$1.02K -6 -0.2%
PIM
2393
Profit Investment Management
Maryland
$536K – – –
6F
2394
626 Financial
Michigan
$535K -$12K -71 -2%
RIG
2395
RiverFront Investment Group
Virginia
$533K +$95.6K +564 +22%
CBT
2396
Central Bank & Trust
Kentucky
$532K +$1.86K +11 +0.4%
SSA
2397
South Street Advisors
New York
$531K – – –
AA
2398
Argent Advisors
Louisiana
$531K +$43.2K +255 +9%
PW
2399
Peninsula Wealth
California
$531K +$28.5K +178 +6%
NAMM
2400
NorthStar Asset Management (Massachusetts)
Massachusetts
$531K -$16.9K -100 -3%
94 95
96
97 98