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PepsiCo

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
2476
Source Financial Advisors
New York
$473K +$8.64K +51 +2%
AT
2477
Avalon Trust
New Mexico
$471K -$62.2K -367 -12%
CF
2478
Clarity Financial
Texas
$470K +$6.95K +41 +2%
FPWM
2479
FSB Premier Wealth Management
Iowa
$469K +$2.37K +14 +0.5%
AT
2480
Arden Trust
Delaware
$469K -$99.6K -588 -18%
CIA
2481
Cape Investment Advisory
Georgia
$469K +$16.4K +97 +4%
JF
2482
Joule Financial
Kentucky
$469K +$8.13K +48 +2%
KIC
2483
Kensington Investment Counsel
California
$469K +$16.1K +95 +4%
KCFA
2484
Key Client Fiduciary Advisors
New Jersey
$468K +$678 +4 +0.1%
SCP
2485
Syntal Capital Partners
Texas
$466K -$530K -3,128 -53%
FCM
2486
Fourpath Capital Management
Oklahoma
$465K -$847 -5 -0.2%
EBA
2487
Eagle Bay Advisors
New York
$465K +$75.7K +447 +19%
MA
2488
Mezzasalma Advisors
New Jersey
$464K
CWM
2489
Centric Wealth Management
Illinois
$464K +$16.9K +100 +4%
HIM
2490
Hillsdale Investment Management
Ontario, Canada
$462K +$280K +1,654 +154%
UCB
2491
United Community Bank
South Carolina
$462K +$368K +2,174 +392%
SAM
2492
Secure Asset Management
Michigan
$462K +$61.8K +365 +15%
NRC
2493
New Republic Capital
North Carolina
$462K -$21.7K -128 -4%
CWA
2494
Consilium Wealth Advisory
Texas
$462K -$353K -2,081 -43%
CA
2495
Crumly & Associates
Illinois
$461K +$461K +2,723 New
LBWM
2496
Left Brain Wealth Management
Illinois
$461K +$42.9K +253 +10%
FOA
2497
Five Oceans Advisors
California
$461K
CWM
2498
Circle Wealth Management
New Jersey
$461K +$13.4K +79 +3%
OWM
2499
Opes Wealth Management
California
$460K +$5.08K +30 +1%
NEWAS
2500
N.E.W. Advisory Services
Wisconsin
$459K +$131K +774 +40%