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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
2851
Wealth Advisory Solutions
Indiana
$259K -$379K -2,077 -59%
CCM
2852
Crew Capital Management
Ohio
$258K -$16.8K -92 -6%
Cohen & Steers
2853
Cohen & Steers
New York
$258K
SPWG
2854
Syntegra Private Wealth Group
Missouri
$257K +$257K +1,411 New
IFPG
2855
Intrepid Financial Planning Group
Indiana
$257K
PFA
2856
Pathway Financial Advisors
Vermont
$257K
IAG
2857
Investment Advisory Group
Massachusetts
$257K -$6.2K -34 -2%
MWA
2858
Motive Wealth Advisors
Michigan
$255K -$57.6K -316 -18%
DFC
2859
DBK Financial Counsel
Ohio
$255K -$18.2K -100 -7%
JSA
2860
Jacobson & Schmitt Advisors
Wisconsin
$255K
NC
2861
NinePointTwo Capital
California
$255K +$255K +1,401 New
HFP
2862
Holistic Financial Partners
Indiana
$254K -$29.4K -161 -10%
AP
2863
Adero Partners
California
$254K -$5.65K -31 -2%
WFA
2864
WMG Financial Advisors
Tennessee
$253K -$72.4K -308 -22%
CAC
2865
Certified Advisory Corp
Florida
$253K +$182 +1 +0.1%
LAM
2866
Lifestyle Asset Management
Texas
$253K +$27.2K +149 +12%
MIM
2867
Meixler Investment Management
Arizona
$252K
KWM
2868
Keebeck Wealth Management
Illinois
$252K +$8.57K +47 +4%
SC
2869
Sepio Capital
Utah
$252K -$24.2K -133 -9%
WAL
2870
W Advisors LLC
Tennessee
$251K -$9.66K -53 -4%
AL
2871
ADE LLC
Maryland
$251K +$365 +2 +0.1%
EIA
2872
Eldridge Investment Advisors
New Hampshire
$251K
HIP
2873
Harrell Investment Partners
Texas
$251K +$361 +2 +0.1%
AL
2874
ACAS LLC
California
$250K
IAS
2875
IMA Advisory Services
Colorado
$250K -$50.1K -275 -17%