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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
2676
Beacon Financial Advisory
Ohio
$362K +$11K +65 +3%
WAC
2677
William Allan Corp
Colorado
$361K
ACA
2678
Affinity Capital Advisors
California
$361K -$339 -2 -0.1%
PCH
2679
PGIM Custom Harvest
New Jersey
$360K -$20.2K -119 -5%
TIA
2680
Tiemann Investment Advisors
California
$360K +$1.69K +10 +0.5%
ICP
2681
Interchange Capital Partners
Pennsylvania
$358K +$8.81K +52 +3%
HCM
2682
Howard Capital Management
Georgia
$358K -$5.93K -35 -2%
WSWA
2683
Warren Street Wealth Advisors
California
$358K +$114K +675 +47%
MIG
2684
McGuire Investment Group
Rhode Island
$357K
OWM
2685
Orgel Wealth Management
Wisconsin
$357K +$51.8K +306 +17%
3F
2686
360 Financial
Minnesota
$357K
HSA
2687
Hussman Strategic Advisors
Maryland
$356K -$169K -1,000 -32%
SIA
2688
Strategic Investment Advisors
Michigan
$356K +$5.42K +32 +2%
FFS
2689
Founders Financial Securities
Maryland
$356K +$46.8K +276 +15%
RIM
2690
RW Investment Management
Idaho
$356K
MSRI
2691
Michael S. Ryan Inc
New York
$354K +$354K +2,168 New
RWP
2692
Revolve Wealth Partners
New Jersey
$353K -$17.1K -101 -5%
GKWIM
2693
Gerber Kawasaki Wealth & Investment Management
California
$353K +$69.6K +411 +25%
SFS
2694
Summit Financial Strategies
Ohio
$352K -$50.8K -300 -13%
KLI
2695
Kelman-Lazarov Inc
Tennessee
$351K -$6.1K -36 -2%
NC
2696
NBW Capital
Massachusetts
$351K +$351K +2,070 New
WIM
2697
Warwick Investment Management
Texas
$347K +$508 +3 +0.1%
GCWM
2698
Graham Capital Wealth Management
District of Columbia
$347K
CWM
2699
Centurion Wealth Management
Virginia
$347K -$39.5K -233 -10%
SAM
2700
Shikiar Asset Management
New York
$347K