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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 %
GWA
2526
GGM Wealth Advisors
Maryland
$445K
BBNB
2527
Baker Boyer National Bank
Washington
$445K +$140K +828 +46%
TFGT
2528
TS Financial Group (TSFG)
Illinois
$444K +$339 +2 +0.1%
TFA
2529
Trinity Financial Advisors
Ohio
$444K -$9.49K -56 -2%
DBRC
2530
D.B. Root & Company
Pennsylvania
$444K -$7.12K -42 -2%
AWS
2531
Arkfeld Wealth Strategies
Nebraska
$443K
TC
2532
Trilogy Capital
California
$443K -$53K -313 -11%
TCB
2533
Texas Capital Bancshares
Texas
$443K +$5.76K +34 +1%
IIA
2534
Integral Investment Advisors
California
$442K +$10.8K +64 +3%
FAG
2535
Fortitude Advisory Group
Washington
$441K +$9.32K +55 +2%
BFAG
2536
Blackston Financial Advisory Group
Florida
$441K -$28.1K -166 -6%
CWA
2537
Centennial Wealth Advisory
Michigan
$440K +$124K +733 +39%
SOS
2538
Silver Oak Securities
Tennessee
$438K +$65.9K +389 +18%
AR
2539
Advisory Research
Illinois
$437K +$5.42K +32 +1%
VAM
2540
Verity Asset Management
North Carolina
$437K +$2.88K +17 +0.7%
ACM
2541
AUA Capital Management
Pennsylvania
$437K +$51.3K +303 +13%
BWA
2542
Burt Wealth Advisors
Maryland
$434K +$847 +5 +0.2%
CGA
2543
Crescent Grove Advisors
Illinois
$433K +$122K +721 +39%
RCM
2544
Riverpark Capital Management
New York
$433K +$433K +2,556 New
KOC
2545
Koss-Olinger Consulting
Florida
$432K
AWM
2546
Affinity Wealth Management
Delaware
$431K
WCG
2547
Weaver Consulting Group
California
$430K -$6.78K -40 -2%
FPIS
2548
Financial Planning & Information Services
Wisconsin
$430K
RWM
2549
Revisor Wealth Management
Ohio
$427K +$49.8K +294 +13%
SPWG
2550
Syntegra Private Wealth Group
Missouri
$427K +$6.78K +40 +2%