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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 %
CWA
2576
Consilium Wealth Advisory
Texas
$456K -$6.79K -40 -1%
VAM
2577
Verity Asset Management
North Carolina
$456K +$17.7K +104 +4%
FF
2578
Farrell Financial
New York
$456K +$456K +2,688 New
AM
2579
Atwater Malick
Pennsylvania
$455K +$48.4K +285 +12%
MAP
2580
Moody Aldrich Partners
Massachusetts
$454K +$82.4K +485 +22%
OWM
2581
Opes Wealth Management
California
$454K -$7.47K -44 -2%
FSA
2582
Financial Security Advisor
Virginia
$453K +$2.57K +15 +0.6%
LD
2583
Lipe & Dalton
New York
$453K
AWS
2584
Arkfeld Wealth Strategies
Nebraska
$453K +$1.67K +10 +0.4%
TF
2585
Trek Financial
Arizona
$452K -$33.3K -196 -7%
FMP
2586
Financial Management Professionals
Texas
$452K -$3.4K -20 -0.7%
TAM
2587
Townsend Asset Management
North Carolina
$450K +$77.3K +455 +21%
RCM
2588
Rain Capital Management
Oregon
$450K +$340 +2 +0.1%
CWA
2589
Centennial Wealth Advisory
Michigan
$449K +$7.98K +47 +2%
LK
2590
Lumbard & Kellner
New Hampshire
$448K
AWM
2591
Atticus Wealth Management
Florida
$448K -$61.3K -361 -12%
CWM
2592
Circle Wealth Management
New Jersey
$448K -$13.9K -82 -3%
FDDB
2593
Fidelity D&D Bancorp
Pennsylvania
$445K -$37K -218 -8%
TFA
2594
Trinity Financial Advisors
Ohio
$445K
VFP
2595
Verus Financial Partners
Virginia
$443K +$131K +779 +42%
HIG
2596
Heritage Investment Group
Florida
$443K -$13.4K -79 -3%
AWM
2597
Aviso Wealth Management
Washington
$442K +$442K +2,605 New
CGH
2598
CMG Global Holdings
Texas
$442K -$4.2K -25 -0.9%
SPWG
2599
Syntegra Private Wealth Group
Missouri
$442K +$14.4K +85 +3%
WCG
2600
Weaver Consulting Group
California
$442K +$11.2K +66 +3%