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PepsiCo

3,319 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,330 increasing their positions, 1,327 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,319
Holders Change
+150
Holders Change %
+4.73%
% of All Funds
48.65%
Holding in Top 10
132
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-22.81%
% of All Funds
1.93%
New
319
Increased
1,330
Reduced
1,327
Closed
118
Calls
$1.75B
Puts
$1.57B
Net Calls
+$177M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
DB
2501
Dravo Bay
Delaware
$506K +$10.9K +64 +2%
SPL
2502
Smart Portfolios LLC
Washington
$506K +$506K +2,963 New
NRC
2503
New Republic Capital
North Carolina
$505K +$39.2K +229 +8%
IIA
2504
Integral Investment Advisors
California
$505K +$61.8K +364 +14%
DBRC
2505
D.B. Root & Company
Pennsylvania
$505K +$60.1K +354 +14%
ACM
2506
Arcataur Capital Management
Wisconsin
$504K -$2.55K -15 -0.5%
BWP
2507
Barlow Wealth Partners
Kentucky
$504K +$504K +2,966 New
HS
2508
Horan Securities
United States
$503K -$6.45K -38 -1%
SAW
2509
Signal Advisors Wealth
Michigan
$503K +$503K +2,941 New
RA
2510
Ruggaard & Associates
Ohio
$503K
FIBT
2511
First International Bank & Trust
North Dakota
$502K -$227K -1,337 -31%
IWP
2512
Innova Wealth Partners
Pennsylvania
$502K +$2.55K +15 +0.5%
FEM
2513
Fulcrum Equity Management
Texas
$502K +$227K +1,335 +82%
RGF
2514
Retirement Guys Formula
Ohio
$502K -$9K -53 -2%
SFI
2515
SPC Financial Inc
Maryland
$502K +$3.57K +21 +0.7%
USWIA
2516
UP Strategic Wealth Investment Advisors
Pennsylvania
$501K +$501K +2,951 New
KWAG
2517
Kiely Wealth Advisory Group
North Carolina
$501K +$501K +3,002 New
PWP
2518
Perfromance Wealth Partners
Illinois
$500K
MA
2519
MJP Associates
Connecticut
$500K -$225K -1,325 -31%
SFP
2520
Sterling Financial Planning
New Jersey
$499K +$17.5K +103 +4%
DFG
2521
Dupree Financial Group
Kentucky
$499K +$499K +2,936 New
AP
2522
Adero Partners
California
$496K +$152K +896 +44%
CIA
2523
Cape Investment Advisory
Georgia
$495K +$25.3K +149 +5%
AA
2524
Alesco Advisors
New York
$495K -$1.7K -10 -0.3%
N
2525
Natixis
France
$494K -$16M -94,261 -97%