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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 %
IF
2676
Ironwood Financial
Arizona
$348K
MSR
2677
Main Street Research
Connecticut
$347K -$25.3K -139 -7%
KBG
2678
Kahn Brothers Group
New York
$346K
KFA
2679
Kapstone Financial Advisors
Ohio
$346K
DFG
2680
Demars Financial Group
Washington
$346K -$1.64K -9 -0.5%
FI
2681
Financial Insights
Washington
$345K -$43.8K -240 -11%
WGAM
2682
Wilkinson Global Asset Management
New York
$345K +$52.9K +290 +18%
CA
2683
Claris Advisors
Missouri
$345K -$10.4K -57 -3%
NWA
2684
Navis Wealth Advisors
New York
$343K
GKWIM
2685
Gerber Kawasaki Wealth & Investment Management
California
$341K +$28.6K +157 +9%
VCM
2686
Vision Capital Management
Oregon
$341K -$51.4K -282 -13%
CCC
2687
Chelsea Counsel Company
California
$341K -$5.29K -29 -2%
ORC
2688
O'Rourke & Company
Massachusetts
$340K
HFG
2689
Heron Financial Group
New York
$339K
MWP
2690
Madison Wealth Partners
Wisconsin
$339K +$38.1K +209 +13%
JHP
2691
James Hambro & Partners
United Kingdom
$338K +$1.28K +7 +0.4%
MRWM
2692
ML&R Wealth Management
Texas
$338K +$338K +1,853 New
CCA
2693
Conestoga Capital Advisors
Pennsylvania
$337K
PGA
2694
Portland Global Advisors
Maine
$337K -$72.9K -400 -18%
HWM
2695
Horizon Wealth Management
Illinois
$337K +$1.46K +8 +0.4%
ZIG
2696
Zuckerman Investment Group
Illinois
$334K +$14.2K +78 +4%
BSC
2697
Brown Shipley & Co
United Kingdom
$334K +$334K +1,831 New
FL
2698
Fort LP
Maryland
$333K -$122K -668 -27%
CSB
2699
City State Bank
Iowa
$333K -$28.8K -158 -8%
FW
2700
FirstPurpose Wealth
Utah
$330K +$21.1K +116 +7%