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PepsiCo

2,990 hedge funds and large institutions have $162B invested in PepsiCo in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,307 increasing their positions, 1,169 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,990
Holders Change
-8
Holders Change %
-0.27%
% of All Funds
51.7%
Holding in Top 10
259
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+7.92%
% of All Funds
4.48%
New
128
Increased
1,307
Reduced
1,169
Closed
96
Calls
$1.51B
Puts
$1.5B
Net Calls
+$4.44M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
2576
Rench Wealth Management
Texas
$319K -$4.25K -26 -1%
BAM
2577
Bellevue Asset Management
Washington
$319K +$492 +3 +0.2%
PDM
2578
Penn Davis McFarland
Texas
$318K
TCPWM
2579
Traverso Chambers Private Wealth Management
California
$317K +$163 +1 +0.1%
PO
2580
Private Ocean
California
$317K +$3.75K +23 +1%
SFCL
2581
Strengthening Families & Communities LLC
Massachusetts
$317K +$40.9K +251 +15%
TI
2582
Truepoint Inc
Ohio
$315K -$423K -2,590 -57%
BWM
2583
Benchmark Wealth Management
Connecticut
$315K
TCM
2584
Tradewinds Capital Management
Washington
$313K -$16.8K -103 -5%
FFS
2585
Founders Financial Securities
Maryland
$313K +$66.4K +406 +27%
VCM
2586
Virtue Capital Management
Tennessee
$312K -$36.2K -222 -10%
MWM
2587
Merriman Wealth Management
Washington
$312K
FFG
2588
Ford Financial Group
California
$312K +$326 +2 +0.1%
PAG
2589
Private Advisory Group
Washington
$312K +$52.1K +319 +20%
AIP
2590
Ahrens Investment Partners
Louisiana
$311K
CA
2591
Claris Advisors
Missouri
$311K
CCC
2592
Chelsea Counsel Company
California
$310K
KBG
2593
Kahn Brothers Group
New York
$310K
IF
2594
Ironwood Financial
Arizona
$309K +$163 +1 +0.1%
Cohen & Steers
2595
Cohen & Steers
New York
$308K -$199K -1,216 -39%
OWM
2596
Orgel Wealth Management
Wisconsin
$308K +$19.4K +119 +7%
TA
2597
TruWealth Advisors
Louisiana
$308K +$24.3K +149 +9%
HWM
2598
Horizon Wealth Management
Illinois
$307K -$101K -619 -25%
NWA
2599
Navis Wealth Advisors
New York
$307K
HWA
2600
HHM Wealth Advisors
Tennessee
$306K -$70.9K -435 -19%