PEP icon

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 %
TC
2676
Trilogy Capital
California
$400K -$44.3K -261 -10%
DCM
2677
DGS Capital Management
New Jersey
$400K -$26K -153 -6%
CWA
2678
Core Wealth Advisors
Florida
$399K +$29.9K +176 +8%
AT
2679
Arden Trust
Delaware
$397K -$73.2K -431 -16%
JDR
2680
Jay D. Rosenbaum
$397K -$739K -4,351 -65%
WLIM
2681
White Lighthouse Investment Management
Massachusetts
$397K
OBWG
2682
Onyx Bridge Wealth Group
New York
$395K +$2.21K +13 +0.6%
TC
2683
TAGStone Capital
North Carolina
$395K +$2.74K +16 +0.7%
BOS
2684
Bank of Stockton
California
$394K -$16.6K -100 -4%
AFG
2685
AFS Financial Group
Maryland
$394K -$678K -3,995 -63%
DIA
2686
Davidson Investment Advisors
Montana
$394K -$215K -1,268 -35%
SFA
2687
Source Financial Advisors
New York
$390K -$83.2K -490 -18%
RP
2688
Rowlandmiller & Partners
Georgia
$390K
HKAM
2689
Horizon Kinetics Asset Management
New York
$390K +$49.4K +291 +15%
FWP
2690
Falcon Wealth Planning
California
$390K +$390K +2,294 New
SFC
2691
SYM Financial Corp
Indiana
$389K +$10.4K +61 +3%
DWM
2692
Darwin Wealth Management
Florida
$389K -$9.68K -57 -2%
BIA
2693
Barry Investment Advisors
Massachusetts
$387K -$30.8K -180 -7%
WIM
2694
Westside Investment Management
California
$387K
KBFS
2695
Kohmann Bosshard Financial Services
Ohio
$386K +$15.5K +91 +4%
PCH
2696
PGIM Custom Harvest
New Jersey
$385K +$24.5K +144 +7%
EBA
2697
Eagle Bay Advisors
New York
$385K -$81.2K -478 -17%
KWS
2698
Keystone Wealth Services
California
$385K -$25.8K -152 -6%
EWA
2699
Encompass Wealth Advisors
Oregon
$383K
AWP
2700
Accretive Wealth Partners
New Jersey
$383K