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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 %
MAM
2501
MMA Asset Management
Pennsylvania
$458K -$2.88K -17 -0.6%
FFG
2502
Frisch Financial Group
New York
$458K
DA
2503
Doliver Advisors
Texas
$458K -$678 -4 -0.1%
WQ
2504
Wealth Quarterback
New Jersey
$457K +$26.9K +159 +6%
CCA
2505
Clearwater Capital Advisors
Illinois
$457K -$7.29K -43 -2%
TF
2506
Theory Financial
Colorado
$457K
EWA
2507
ERTS Wealth Advisors
Michigan
$456K +$9.15K +54 +2%
LAS
2508
LWM Advisory Services
Florida
$455K +$847 +5 +0.2%
FMP
2509
Financial Management Professionals
Texas
$455K -$193K -1,137 -30%
HIG
2510
Heritage Investment Group
Florida
$455K -$3.73K -22 -0.8%
TFA
2511
Teamwork Financial Advisors
Texas
$455K +$21.4K +126 +5%
RHP
2512
Royal Harbor Partners
Texas
$454K -$129K -760 -22%
LD
2513
Lipe & Dalton
New York
$452K
BW
2514
BIP Wealth
Georgia
$452K -$356K -2,102 -44%
CGH
2515
CMG Global Holdings
Texas
$451K
PCM
2516
Pointe Capital Management
Michigan
$450K
SAM
2517
Sompo Asset Management
Japan
$449K +$117K +690 +35%
PA
2518
Probity Advisors
Texas
$449K +$1.19K +7 +0.3%
RCM
2519
Rain Capital Management
Oregon
$448K -$3.22K -19 -0.7%
WHCI
2520
W.H. Cornerstone Investments
Massachusetts
$448K +$187K +1,101 +71%
PAG
2521
Private Advisory Group
Washington
$448K +$66.6K +393 +17%
CWMGP
2522
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$447K +$2.71K +16 +0.6%
LK
2523
Lumbard & Kellner
New Hampshire
$447K
FSA
2524
Financial Security Advisor
Virginia
$446K +$446K +2,633 New
AIA
2525
Angeles Investment Advisors
California
$445K -$19.3K -114 -4%