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PepsiCo

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
2576
Jacobsen Capital Management
Utah
$424K +$61.9K +334 +17%
T
2577
TCWP
Ohio
$423K -$341K -1,842 -45%
PDM
2578
Penn Davis McFarland
Texas
$423K -$11.7K -63 -3%
PSC
2579
Portman Square Capital
United Kingdom
$423K -$107K -578 -20%
CWM
2580
Centurion Wealth Management
Virginia
$422K -$5.74K -31 -1%
TC
2581
TAGStone Capital
North Carolina
$422K +$2.59K +14 +0.6%
ACM
2582
AUA Capital Management
Pennsylvania
$422K -$105K -566 -20%
SAA
2583
Southeast Asset Advisors
Georgia
$420K
DWM
2584
Darwin Wealth Management
Florida
$420K +$69K +375 +20%
FWM
2585
Focused Wealth Management
New York
$420K +$101K +547 +32%
SFG
2586
Sterling Financial Group
California
$419K -$556 -3 -0.1%
AWP
2587
Accretive Wealth Partners
New Jersey
$417K
PO
2588
Private Ocean
California
$417K +$60.4K +326 +17%
PAG
2589
Private Advisory Group
Washington
$417K +$31.7K +171 +8%
CFS
2590
CGC Financial Services
Oregon
$416K +$416K +2,249 New
PCH
2591
PGIM Custom Harvest
New Jersey
$415K +$32K +173 +8%
HWM
2592
Hohimer Wealth Management
Washington
$415K
HP
2593
HT Partners
Connecticut
$415K -$80.2K -433 -16%
MFA
2594
McClarren Financial Advisors
Pennsylvania
$414K +$2.96K +16 +0.7%
AWA
2595
Amplius Wealth Advisors
Pennsylvania
$413K -$12.2K -66 -3%
AIP
2596
Almanack Investment Partners
Pennsylvania
$413K -$19.1K -103 -4%
RWM
2597
Revisor Wealth Management
Ohio
$413K +$15K +81 +4%
CF
2598
Corrigan Financial
Rhode Island
$413K +$32.4K +175 +9%
CCM
2599
Cox Capital Management
Massachusetts
$412K
GWM
2600
Gray Wealth Management
Maine
$412K +$51.7K +279 +14%