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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 %
MSRI
2726
Michael S. Ryan Inc
New York
$368K
CWM
2727
Chemistry Wealth Management
New York
$368K
FA
2728
Financial Advisors
Massachusetts
$365K -$17.5K -103 -5%
WAM
2729
WFA Asset Management
Wisconsin
$365K -$51.6K -304 -12%
TCWA
2730
Turtle Creek Wealth Advisors
Texas
$363K +$363K +2,140 New
IPAM
2731
Investment Partners Asset Management
New Jersey
$363K +$363K +2,139 New
AI
2732
AXS Investments
New York
$363K -$45.3K -267 -11%
ACA
2733
Affinity Capital Advisors
California
$361K
KLI
2734
Kelman-Lazarov Inc
Tennessee
$361K +$9.34K +55 +3%
PA
2735
Probity Advisors
Texas
$359K -$90.9K -535 -20%
MRWM
2736
ML&R Wealth Management
Texas
$358K -$7.81K -46 -2%
MIG
2737
McGuire Investment Group
Rhode Island
$358K
3F
2738
360 Financial
Minnesota
$358K
MAG
2739
M3 Advisory Group
Massachusetts
$357K +$357K +2,102 New
TF
2740
Theory Financial
Colorado
$357K -$101K -596 -22%
NED
2741
Nancy E. Dempze
$357K -$34K -200 -9%
EAM
2742
Evanson Asset Management
California
$356K +$25.6K +151 +8%
CIA
2743
Cascade Investment Advisors
Oregon
$356K +$18.2K +107 +5%
WPA
2744
Winning Points Advisors
Florida
$355K +$17K +100 +5%
GKWIM
2745
Gerber Kawasaki Wealth & Investment Management
California
$354K +$170 +1 +0%
MWP
2746
Meridian Wealth Partners
Pennsylvania
$353K -$27.9K -164 -7%
AGC
2747
Aspen Grove Capital
Colorado
$352K -$1.45K -9 -0.4%
AFO
2748
Arrowroot Family Office
California
$352K +$77.8K +458 +28%
TCM
2749
TD Capital Management
Tennessee
$351K -$410K -2,411 -54%
GXJ
2750
Global X Japan
Japan
$351K +$351K +2,068 New