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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 %
SSA
2701
Sierra Summit Advisors
Nevada
$382K +$382K +2,249 New
AWA
2702
Amplius Wealth Advisors
Pennsylvania
$381K +$10.2K +60 +3%
MFA
2703
McClarren Financial Advisors
Pennsylvania
$380K
GF
2704
Gries Financial
Ohio
$379K -$2.04K -12 -0.5%
TCM
2705
Towercrest Capital Management
Pennsylvania
$378K -$3.4K -20 -0.9%
UFF
2706
USA Financial Formulas
Michigan
$377K +$374K +2,202 +12,953%
SFG
2707
Sterling Financial Group
California
$376K
SN
2708
Sittner & Nelson
Oregon
$375K
GA
2709
Goldstein Advisors
Wisconsin
$375K -$13.8K -81 -4%
ETIA
2710
Epic Trust Investment Advisors
Washington
$375K -$11.2K -66 -3%
CTC
2711
Cetera Trust Company
Minnesota
$374K +$374K +2,205 New
WA
2712
WESPAC Advisors
California
$374K +$43.8K +258 +13%
GAMC
2713
Garner Asset Management Corp
Texas
$374K
UC
2714
Unio Capital
New Jersey
$374K
CP
2715
Castleview Partners
Texas
$373K
AGA
2716
Arkos Global Advisors
Texas
$373K -$6.45K -38 -2%
RFS
2717
Retirement Financial Solutions
Tennessee
$373K +$373K +2,195 New
TC
2718
Tacita Capital
Ontario, Canada
$371K +$27.5K +162 +8%
SGWM
2719
Sterling Group Wealth Management
California
$371K -$46.7K -275 -11%
MWM
2720
Mascoma Wealth Management
New Hampshire
$371K
VAF
2721
Values Added Financial
District of Columbia
$371K +$107K +632 +41%
GSC
2722
Grey Street Capital
Illinois
$370K +$4.28K +25 +1%
IWP
2723
Insight Wealth Partners
Texas
$370K +$370K +2,177 New
TCM
2724
Tradewinds Capital Management
Washington
$370K +$2.72K +16 +0.7%
BDFN
2725
Bond & Devick Financial Network
Minnesota
$369K