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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 %
CIA
2651
Cascade Investment Advisors
Oregon
$363K -$54.7K -300 -13%
SAM
2652
Sompo Asset Management
Japan
$363K +$62K +340 +21%
CWA
2653
Cornerstone Wealth Advisors
Minnesota
$363K -$9.12K -50 -2%
LNWTC
2654
Laird Norton Wetherby Trust Company
Washington
$362K
WAOI
2655
Wealth Advisors of Iowa
Iowa
$361K +$547 +3 +0.2%
RWM
2656
Rench Wealth Management
Texas
$361K +$2.37K +13 +0.7%
JPMIA
2657
J.P. Marvel Investment Advisors
Massachusetts
$358K
HA
2658
HFG Advisors
Ohio
$358K
IAM
2659
Innovis Asset Management
Illinois
$357K
JCM
2660
Jacobsen Capital Management
Utah
$357K +$357K +1,957 New
MWM
2661
Merriman Wealth Management
Washington
$356K +$8.57K +47 +2%
BAM
2662
Bellevue Asset Management
Washington
$356K +$365 +2 +0.1%
BWM
2663
Benchmark Wealth Management
Connecticut
$354K
GWM
2664
Gray Wealth Management
Maine
$354K +$6.38K +35 +2%
SGCA
2665
Steel Grove Capital Advisors
Tennessee
$354K +$37K +203 +12%
WFA
2666
Wellspring Financial Advisors
Ohio
$354K -$117K -643 -25%
DWM
2667
Darwin Wealth Management
Florida
$352K -$25.6K -139 -7%
NEWAS
2668
N.E.W. Advisory Services
Wisconsin
$352K -$4.38K -24 -1%
VPP
2669
Vertex Planning Partners
Illinois
$352K -$222K -1,216 -39%
AIFAIM
2670
American Institute for Advanced Investment Management
Arizona
$351K -$134K -734 -28%
PO
2671
Private Ocean
California
$351K
AFP
2672
Alpha Financial Partners
Kentucky
$350K -$1.64K -9 -0.5%
AWC
2673
Abundance Wealth Counselors
Pennsylvania
$350K -$2.91K -16 -0.8%
UBG
2674
United Bank (Georgia)
Georgia
$350K +$13.3K +73 +4%
KBFS
2675
Kohmann Bosshard Financial Services
Ohio
$349K