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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 %
CVA
2801
Central Valley Advisors
California
$330K +$330K +1,941 New
OCPWS
2802
One Charles Private Wealth Services
Massachusetts
$329K
KWA
2803
Kellett Wealth Advisors
Ohio
$329K -$62.7K -369 -16%
JPMIA
2804
J.P. Marvel Investment Advisors
Massachusetts
$329K
KSWWM
2805
Keyes Stange & Wooten Wealth Management
Florida
$328K +$328K +1,933 New
NPFS
2806
Novak & Powell Financial Services
Florida
$328K +$328K +1,931 New
CAWM
2807
Capital Advisors Wealth Management
Washington
$328K +$1.02K +6 +0.3%
TFM
2808
TFC Financial Management
Massachusetts
$328K +$6.63K +39 +2%
CAM
2809
Claret Asset Management
Quebec, Canada
$327K +$5.09K +30 +2%
GFWA
2810
Grey Fox Wealth Advisors
Delaware
$327K +$855 +5 +0.3%
TW
2811
Towerpoint Wealth
California
$326K -$1.7K -10 -0.5%
WMA
2812
Wealth Management Associates
New Jersey
$324K +$2.21K +13 +0.7%
WC
2813
Whitney & Co
New York
$324K +$1.19K +7 +0.4%
SIA
2814
Strategic Investment Advisors
Michigan
$324K -$32.8K -193 -9%
MSA
2815
Marathon Strategic Advisors
Pennsylvania
$324K +$324K +1,906 New
IWN
2816
Independent Wealth Network
Iowa
$324K +$15.5K +91 +5%
NC
2817
NBW Capital
Massachusetts
$323K -$28.2K -166 -8%
MWP
2818
Madison Wealth Partners
Wisconsin
$323K +$6.96K +41 +2%
KBG
2819
Kahn Brothers Group
New York
$323K
GSIS
2820
Global Strategic Investment Solutions
Arizona
$322K -$59.5K -350 -16%
DCM
2821
Dimension Capital Management
Florida
$322K
CWM
2822
Campbell Wealth Management
Virginia
$322K -$6.97K -41 -2%
JJBC
2823
James J. Burns & Company
New York
$322K +$322K +1,897 New
GCWM
2824
Graham Capital Wealth Management
District of Columbia
$322K +$3.4K +20 +1%
WAOI
2825
Wealth Advisors of Iowa
Iowa
$322K +$679 +4 +0.2%