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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 %
PWM
2401
Prentice Wealth Management
New York
$530K +$5.42K +32 +1%
CIA
2402
Compass Ion Advisors
Pennsylvania
$529K +$529K +3,124 New
KMWM
2403
Keudell/Morrison Wealth Management
Oregon
$529K -$12.5K -74 -2%
MIM
2404
Marco Investment Management
Georgia
$529K +$1.02K +6 +0.2%
CMS
2405
Capital Market Strategies
Florida
$528K -$21K -125 -4%
DC
2406
DeDora Capital
California
$528K – – –
IWA
2407
Inspirion Wealth Advisors
Illinois
$526K -$5.76K -34 -1%
WFA
2408
Websterrogers Financial Advisors
South Carolina
$525K – – –
RVPG
2409
Relative Value Partners Group
$524K +$524K +3,092 New
RCA
2410
Riverview Capital Advisers
Massachusetts
$522K – – –
FA
2411
Faithward Advisors
Pennsylvania
$521K +$60.2K +359 +13%
Dodge & Cox
2412
Dodge & Cox
California
$521K – – –
AWAU
2413
Alliance Wealth Advisors (Utah)
Utah
$521K +$22K +130 +4%
ZAM
2414
Zevin Asset Management
Massachusetts
$518K +$60.1K +355 +13%
BS
2415
Bessemer Securities
New York
$517K -$1.12M -6,633 -68%
CL
2416
COWA LLC
Oklahoma
$517K +$76.3K +450 +17%
JAFL
2417
Jay A. Fishman Ltd
Michigan
$517K – – –
OCBCO
2418
Oversea-Chinese Banking Corp (OCBC)
Singapore
$517K +$517K +3,049 New
SIG
2419
Spinnaker Investment Group
California
$516K – – –
BFG
2420
Bouchey Financial Group
New York
$514K +$4.91K +29 +1%
TSWM
2421
Tyler-Stone Wealth Management
Ohio
$513K +$18.3K +108 +4%
TBWA
2422
Three Bridge Wealth Advisors
California
$510K -$7.46K -44 -1%
BAAM
2423
Baker Avenue Asset Management
California
$510K -$126K -742 -20%
PWMG
2424
Provence Wealth Management Group
California
$510K -$56.4K -333 -10%
SGK
2425
Steigerwald Gordon & Koch
Virginia
$510K +$67.3K +397 +15%
95 96
97
98 99