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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 %
CIA
2676
Cascade Investment Advisors
Oregon
$369K
CWA
2677
Cornerstone Wealth Advisors
Minnesota
$368K
WAOI
2678
Wealth Advisors of Iowa
Iowa
$368K +$556 +3 +0.2%
LNWTC
2679
Laird Norton Wetherby Trust Company
Washington
$367K
MIA
2680
MMBG Investment Advisors
Florida
$367K
QT
2681
Quantamental Technologies
New York
$367K +$367K +1,983 New
OW
2682
Olistico Wealth
Oklahoma
$367K +$367K +1,979 New
AWP
2683
Atlas Wealth Partners
Pennsylvania
$365K +$365K +1,921 New
HA
2684
HFG Advisors
Ohio
$364K
TCWM
2685
Total Clarity Wealth Management
Illinois
$363K +$47.4K +256 +15%
SAM
2686
Sompo Asset Management
Japan
$363K -$5.56K -30 -2%
IAM
2687
Innovis Asset Management
Illinois
$362K -$741 -4 -0.2%
OBGC
2688
O'Brien Greene & Co
Pennsylvania
$362K -$20.9K -113 -5%
SMA
2689
Seven Mile Advisory
New Jersey
$361K +$361K +1,947 New
TCPWM
2690
Traverso Chambers Private Wealth Management
California
$360K -$20K -108 -5%
EAM
2691
Evanson Asset Management
California
$360K +$68.3K +369 +23%
WFA
2692
Wellspring Financial Advisors
Ohio
$360K
CWM
2693
Campbell Wealth Management
Virginia
$359K +$62.5K +337 +21%
JPMIA
2694
J.P. Marvel Investment Advisors
Massachusetts
$359K -$5.56K -30 -2%
FI
2695
Financial Insights
Washington
$358K +$7.41K +40 +2%
NEWAS
2696
N.E.W. Advisory Services
Wisconsin
$358K +$185 +1 +0.1%
BWM
2697
Benchmark Wealth Management
Connecticut
$358K
PCIG
2698
Partners Capital Investment Group
Massachusetts
$358K +$358K +1,930 New
WPA
2699
Winning Points Advisors
Florida
$355K
GFWA
2700
Grey Fox Wealth Advisors
Delaware
$353K -$42.1K -227 -11%