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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
2576
Willow Creek Wealth Management
California
$402K +$14.8K +81 +4%
SN
2577
Sittner & Nelson
Oregon
$402K +$36.5K +200 +10%
HKAM
2578
Horizon Kinetics Asset Management
New York
$402K +$18.2K +100 +5%
UC
2579
Unio Capital
New Jersey
$401K
AWM
2580
Aprio Wealth Management
Georgia
$398K +$16.2K +89 +4%
KCM
2581
KRS Capital Management
Michigan
$398K +$729 +4 +0.2%
GA
2582
Goldstein Advisors
Wisconsin
$397K +$7.84K +43 +2%
MWP
2583
Meredith Wealth Planning
Illinois
$397K -$4.01K -22 -1%
FFA
2584
Fi3 Financial Advisors
Indiana
$397K +$3.65K +20 +0.9%
WBG
2585
Wharton Business Group
Pennsylvania
$395K
LC
2586
Landaas & Company
Wisconsin
$395K +$364 +2 +0.1%
RFS
2587
Retirement Financial Solutions
Tennessee
$395K -$63.6K -349 -14%
LWP
2588
Lumature Wealth Partners
Georgia
$395K +$729 +4 +0.2%
GSIS
2589
Global Strategic Investment Solutions
Arizona
$395K +$69.3K +380 +21%
TVAMP
2590
Tennessee Valley Asset Management Partners
Tennessee
$393K +$2.37K +13 +0.6%
RFG
2591
Range Financial Group
Oregon
$392K +$2.55K +14 +0.7%
CFA
2592
Compass Financial Advisors
Indiana
$392K +$911 +5 +0.2%
CP
2593
Castleview Partners
Texas
$392K
RWM
2594
Revisor Wealth Management
Ohio
$391K +$391K +2,147 New
TI
2595
Truepoint Inc
Ohio
$391K +$29.7K +163 +8%
TIA
2596
Tiemann Investment Advisors
California
$390K -$6.38K -35 -2%
TCM
2597
Tradewinds Capital Management
Washington
$389K +$27.3K +150 +8%
WAC
2598
William Allan Corp
Colorado
$389K -$18.2K -100 -4%
RW
2599
Rede Wealth
Virginia
$388K
GFWA
2600
Grey Fox Wealth Advisors
Delaware
$388K -$13.7K -75 -3%