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PepsiCo

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
2476
LWM Advisory Services
Florida
$495K +$7.93K +43 +2%
CIA
2477
Cape Investment Advisory
Georgia
$495K +$49.8K +269 +11%
KIC
2478
Kensington Investment Counsel
California
$495K +$495K +2,670 New
LD
2479
Lipe & Dalton
New York
$494K
AWS
2480
Arkfeld Wealth Strategies
Nebraska
$494K +$33.1K +181 +7%
RCM
2481
Rain Capital Management
Oregon
$494K +$2.41K +13 +0.5%
DBRC
2482
D.B. Root & Company
Pennsylvania
$493K -$5K -27 -1%
CGH
2483
CMG Global Holdings
Texas
$493K -$106K -570 -18%
AIFAIM
2484
American Institute for Advanced Investment Management
Arizona
$493K +$136K +734 +38%
PCM
2485
Pointe Capital Management
Michigan
$491K
HIF
2486
Hill Island Financial
Michigan
$490K
WCM
2487
Wedge Capital Management
North Carolina
$490K -$21.5K -116 -4%
CWM
2488
Circle Wealth Management
New Jersey
$489K +$556 +3 +0.1%
PA
2489
Probity Advisors
Texas
$489K +$489K +2,640 New
EWA
2490
ERTS Wealth Advisors
Michigan
$488K -$2.04K -11 -0.4%
CWMGP
2491
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$486K +$29.3K +158 +6%
CWM
2492
Centric Wealth Management
Illinois
$486K -$1.66K -9 -0.3%
TFGT
2493
TS Financial Group (TSFG)
Illinois
$485K +$925 +5 +0.2%
KWA
2494
Kingswood Wealth Advisors
California
$485K +$485K +2,618 New
SGK
2495
Steigerwald Gordon & Koch
Virginia
$484K -$119K -640 -20%
WWM
2496
Wagner Wealth Management
South Carolina
$483K -$741 -4 -0.2%
GWA
2497
GGM Wealth Advisors
Maryland
$483K +$483K +2,624 New
CL
2498
COWA LLC
Oklahoma
$482K -$93.7M -505,845 -99%
SGCA
2499
Steel Grove Capital Advisors
Tennessee
$480K +$120K +650 +33%
TF
2500
Trek Financial
Arizona
$480K