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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 %
TF
2451
Theory Financial
Colorado
$491K – – –
NF
2452
Norwood Financial
Pennsylvania
$490K +$8.2K +45 +2%
DBRC
2453
D.B. Root & Company
Pennsylvania
$490K +$729 +4 +0.1%
TIAM2
2454
Tru Independence Asset Management 2
Oregon
$489K +$489K +2,681 New
PWM
2455
Paulson Wealth Management
Illinois
$488K – – –
HP
2456
HT Partners
Connecticut
$488K +$109K +597 +29%
LA
2457
Latitude Advisors
Florida
$487K -$48.3K -265 -9%
TCB
2458
Texas Capital Bancshares
Texas
$486K -$12.9K -71 -3%
LD
2459
Lipe & Dalton
New York
$486K – – –
AP
2460
Advisors Preferred
Maryland
$485K -$121K -662 -20%
PCM
2461
Pointe Capital Management
Michigan
$484K – – –
RCM
2462
Rain Capital Management
Oregon
$483K -$10.4K -57 -2%
AAP
2463
Arax Advisory Partners
Colorado
$483K +$3.46K +19 +0.7%
LA
2464
LexAurum Advisors
Kansas
$483K -$31K -170 -6%
EWA
2465
ERTS Wealth Advisors
Michigan
$483K +$2.37K +13 +0.5%
CWM
2466
Centric Wealth Management
Illinois
$482K +$2.37K +13 +0.5%
LAS
2467
LWM Advisory Services
Florida
$481K +$5.46K +30 +1%
CWM
2468
Circle Wealth Management
New Jersey
$481K +$54.7K +300 +13%
OWM
2469
Opes Wealth Management
California
$480K +$36.5K +200 +8%
CCIA
2470
Campbell & Co Investment Adviser
Maryland
$479K +$127K +698 +36%
MAM
2471
MMA Asset Management
Pennsylvania
$479K – – –
CL
2472
COWA LLC
Oklahoma
$479K +$471K +500,447 +6,257%
OFS
2473
Oldfather Financial Services
Nebraska
$478K +$12.6K +69 +3%
TFA
2474
Trinity Financial Advisors
Ohio
$478K – – –
MA
2475
Mezzasalma Advisors
New Jersey
$477K +$1.09K +6 +0.2%
97 98
99
100 101