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PepsiCo

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
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
2476
TS Financial Group (TSFG)
Illinois
$477K +$729 +4 +0.2%
WWM
2477
Wagner Wealth Management
South Carolina
$476K +$94.1K +516 +25%
CCFM
2478
Clear Creek Financial Management
Washington
$476K +$54K +296 +13%
DF
2479
Donoghue Forlines
Massachusetts
$476K -$494K -2,710 -51%
ETIA
2480
Epic Trust Investment Advisors
Washington
$475K +$168K +922 +55%
TF
2481
Trek Financial
Arizona
$472K +$21.1K +116 +5%
AA
2482
Argent Advisors
Louisiana
$472K -$175K -959 -27%
CGA
2483
Crescent Grove Advisors
Illinois
$472K +$27.5K +151 +6%
SLWA
2484
San Luis Wealth Advisors
California
$470K +$470K +2,579 New
JF
2485
Joule Financial
Kentucky
$470K +$43.4K +238 +10%
BOS
2486
Bank of Stockton
California
$469K -$14.6K -80 -3%
BCAM
2487
Boston Common Asset Management
Massachusetts
$469K -$913K -5,015 -66%
NRC
2488
New Republic Capital
North Carolina
$469K +$57.2K +314 +14%
WCG
2489
Weaver Consulting Group
California
$469K +$365 +2 +0.1%
SGWM
2490
Sterling Group Wealth Management
California
$469K +$40.1K +220 +9%
BIA
2491
Barry Investment Advisors
Massachusetts
$467K +$214K +1,175 +85%
SFA
2492
Source Financial Advisors
New York
$467K +$78.2K +429 +20%
BWA
2493
Burt Wealth Advisors
Maryland
$466K -$9.85K -54 -2%
FAG
2494
Fortitude Advisory Group
Washington
$465K +$10.9K +60 +2%
CC
2495
Corton Capital
Ontario, Canada
$465K +$199K +1,093 +75%
IIA
2496
Integral Investment Advisors
California
$464K
AWM
2497
Affinity Wealth Management
Delaware
$463K +$14.6K +80 +3%
PWM
2498
Prentice Wealth Management
New York
$463K +$12K +66 +3%
AM
2499
Atwater Malick
Pennsylvania
$462K
FPIS
2500
Financial Planning & Information Services
Wisconsin
$462K