PEP icon

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 %
BAM
2701
Bellevue Asset Management
Washington
$344K +$339 +2 +0.1%
SFP
2702
Sandbox Financial Partners
Maryland
$344K +$2.2K +13 +0.6%
TC
2703
Tacita Capital
Ontario, Canada
$343K
AP
2704
Adero Partners
California
$343K +$88.4K +522 +35%
PCMC
2705
Paragon Capital Management (Colorado)
Colorado
$342K
GCP
2706
Gill Capital Partners
Colorado
$342K +$4.41K +26 +1%
AP
2707
Arlington Partners
Alabama
$341K -$600K -3,542 -64%
AT
2708
Arlington Trust
Alabama
$341K +$341K +2,013 New
IFPG
2709
Intrepid Financial Planning Group
Indiana
$341K +$102K +600 +43%
HKAM
2710
Horizon Kinetics Asset Management
New York
$340K
QWM
2711
QP Wealth Management
New Jersey
$339K -$16.9K -100 -5%
CW
2712
Channel Wealth
California
$339K -$9.83K -58 -3%
GIM
2713
Guild Investment Management
California
$339K
MIA
2714
MMBG Investment Advisors
Florida
$339K
KA
2715
Kercheville Advisors
Texas
$339K
TMC
2716
Trellus Management Company
Florida
$339K +$339K +2,000 New
CFS
2717
CGC Financial Services
Oregon
$339K -$42.4K -250 -11%
RWM
2718
Rench Wealth Management
Texas
$338K +$339 +2 +0.1%
WPA
2719
Winning Points Advisors
Florida
$337K -$17K -100 -5%
HA
2720
HFG Advisors
Ohio
$337K +$4.41K +26 +1%
CIA
2721
Cascade Investment Advisors
Oregon
$337K
CWA
2722
Cornerstone Wealth Advisors
Minnesota
$337K
MWM
2723
Merriman Wealth Management
Washington
$337K -$3.22K -19 -0.9%
CWS
2724
Cypress Wealth Services
California
$336K -$24.4K -144 -7%
TCPWM
2725
Traverso Chambers Private Wealth Management
California
$336K +$6.78K +40 +2%