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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 %
BBA
2626
Braun-Bostich & Associates
Pennsylvania
$425K +$425K +2,500 New
CW
2627
Channel Wealth
California
$424K +$83.9K +494 +25%
ACA
2628
Ackerman Capital Advisors
Texas
$423K
OCM
2629
Orion Capital Management
California
$423K +$17K +100 +4%
HCM
2630
Howard Capital Management
Georgia
$423K +$61K +357 +17%
PDM
2631
Penn Davis McFarland
Texas
$422K
FAG
2632
Fortitude Advisory Group
Washington
$421K -$21.2K -125 -5%
EWP
2633
Elevation Wealth Partners
California
$421K +$198K +1,171 +89%
SIM
2634
SSI Investment Management
California
$421K -$1.19K -7 -0.3%
SGCA
2635
Steel Grove Capital Advisors
Tennessee
$421K -$6.28K -37 -1%
KA
2636
Kure Advisory
Minnesota
$420K -$3.74K -22 -0.9%
TFA
2637
Teamwork Financial Advisors
Texas
$420K -$36.2K -213 -8%
DCBT
2638
Dakota Community Bank & Trust
North Dakota
$419K +$16.3K +96 +4%
CSPAM
2639
Cary Street Partners Asset Management
Virginia
$419K -$381K -2,242 -48%
FOA
2640
Five Oceans Advisors
California
$419K -$43.5K -256 -9%
RFG
2641
Range Financial Group
Oregon
$419K +$29.4K +173 +8%
KWM
2642
Kolinsky Wealth Management
New Jersey
$417K +$679 +4 +0.2%
CTWM
2643
Cherry Tree Wealth Management
Minnesota
$417K
SLG
2644
Stanley-Laman Group
Pennsylvania
$416K -$5.94K -35 -1%
CIC
2645
Cornercap Investment Counsel
Georgia
$416K
PO
2646
Private Ocean
California
$414K +$32.3K +190 +8%
LA
2647
Lane & Associates
New Jersey
$413K -$180K -1,059 -30%
OFS
2648
Oldfather Financial Services
Nebraska
$412K -$1.19K -7 -0.3%
HC
2649
Hoese & Co
Minnesota
$412K
CF
2650
Clarity Financial
Texas
$412K -$58.6K -345 -12%