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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 %
PWS
2526
Private Wealth Strategies
Ohio
$494K -$3.23K -19 -0.6%
AG
2527
AIA Group
Hong Kong
$493K -$1.06M -6,245 -68%
TCM
2528
Traynor Capital Management
Pennsylvania
$492K -$15.1K -89 -3%
MCM
2529
Monument Capital Management
Virginia
$491K -$2.82M -16,604 -85%
TRIA
2530
Trail Ridge Investment Advisors
Colorado
$490K -$10K -59 -2%
TCOK
2531
Trust Company of Kansas
Kansas
$490K
PSCM
2532
Per Stirling Capital Management
Texas
$489K -$1.87K -11 -0.4%
PD
2533
Planning Directions
Pennsylvania
$489K -$19.4K -114 -4%
HFS
2534
Hoge Financial Services
Pennsylvania
$484K +$484K +2,850 New
PWA
2535
PCG Wealth Advisors
Kansas
$484K -$72K -424 -13%
AWA
2536
Alaska Wealth Advisors
Alaska
$482K -$8.49K -50 -2%
WFA
2537
Wade Financial Advisory
California
$480K -$17K -100 -3%
AFIA
2538
America First Investment Advisors
Nebraska
$479K
FNBSF
2539
First National Bank Sioux Falls
South Dakota
$478K -$1.53K -9 -0.3%
AIFAIM
2540
American Institute for Advanced Investment Management
Arizona
$476K
OPOWM
2541
One Plus One Wealth Management
Florida
$476K
FPWM
2542
FSB Premier Wealth Management
Iowa
$476K +$5.78K +34 +1%
SAA
2543
Southeast Asset Advisors
Georgia
$475K +$89.7K +528 +23%
EWM
2544
Elevatus Welath Management
New York
$474K -$2.55K -15 -0.5%
GA
2545
GSG Advisors
New Jersey
$474K +$38.9K +225 +9%
HP
2546
Hyperion Partners
Pennsylvania
$473K -$8.83K -52 -2%
VC
2547
Vicus Capital
Pennsylvania
$471K -$176K -1,038 -27%
QFA
2548
Quantum Financial Advisors
California
$471K -$3.57K -21 -0.8%
LAS
2549
LWM Advisory Services
Florida
$470K +$13.6K +80 +3%
BOM
2550
Bank of Marin
California
$469K -$34K -200 -7%