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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 %
SFP
2401
Sterling Financial Planning
New Jersey
$531K +$542 +3 +0.1%
LA
2402
Latitude Advisors
Florida
$531K +$48.2K +267 +10%
BWA
2403
BDO Wealth Advisors
Florida
$530K +$19.2K +106 +4%
TCM
2404
Traynor Capital Management
Pennsylvania
$529K +$8.67K +48 +2%
AA
2405
Alesco Advisors
New York
$528K -$26K -144 -5%
CF
2406
Clarity Financial
Texas
$528K +$11K +61 +2%
PWS
2407
Private Wealth Strategies
Ohio
$524K – – –
SFS
2408
Stiles Financial Services
Minnesota
$521K – – –
SFP
2409
Sandbox Financial Partners
Maryland
$520K +$520K +2,877 New
IWA
2410
Inspirion Wealth Advisors
Illinois
$518K – – –
IWP
2411
Innova Wealth Partners
Pennsylvania
$518K – – –
BWP
2412
Balboa Wealth Partners
Arizona
$517K -$22K -122 -4%
PSC
2413
Portman Square Capital
United Kingdom
$517K +$517K +2,860 New
DB
2414
Dravo Bay
Delaware
$515K +$4.34K +24 +0.8%
HP
2415
Hyperion Partners
Pennsylvania
$514K +$514K +2,847 New
FMN
2416
Financial Management Network
California
$514K – – –
ACM
2417
AUA Capital Management
Pennsylvania
$513K +$723 +4 +0.1%
CRI
2418
Colonial River Investments
Virginia
$513K +$7.05K +39 +1%
AWM
2419
Atticus Wealth Management
Florida
$512K -$45.5K -252 -8%
Financial Engines Advisors
2420
Financial Engines Advisors
California
$512K +$232K +1,281 +83%
EBA
2421
Eagle Bay Advisors
New York
$510K -$58.9K -326 -10%
LA
2422
LexAurum Advisors
Kansas
$509K -$35.4K -196 -6%
AFIA
2423
America First Investment Advisors
Nebraska
$509K – – –
SFI
2424
SPC Financial Inc
Maryland
$509K -$31.6K -175 -6%
TCOK
2425
Trust Company of Kansas
Kansas
$507K -$189K -1,044 -27%
95 96
97
98 99