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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 %
CIA
2851
Cohen Investment Advisors
New Hampshire
$264K
TCMP
2852
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$44.9K +265 +20%
SIM
2853
Seaview Investment Managers
Florida
$263K
ML
2854
McAdam LLC
Pennsylvania
$263K +$31.9K +188 +14%
PFA
2855
Pettinga Financial Advisors
Indiana
$263K
HP
2856
HT Partners
Connecticut
$263K -$117K -692 -31%
VAF
2857
Values Added Financial
District of Columbia
$263K +$847 +5 +0.3%
BC
2858
Brio Consultants
California
$261K +$7.12K +42 +3%
LFP
2859
Lakeshore Financial Planning
Michigan
$260K +$260K +1,532 New
AHC
2860
Anderson Hoagland & Co
Missouri
$259K +$5.08K +30 +2%
MKA
2861
M. Kulyk & Associates
Georgia
$259K -$353K -2,081 -58%
KWM
2862
Kaydan Wealth Management
Michigan
$258K
WCM
2863
Wallace Capital Management
Texas
$258K -$2.54K -15 -1%
AMG
2864
Advisors Management Group
Wisconsin
$258K -$7.12K -42 -3%
AFS
2865
Axiom Financial Strategies
Indiana
$258K -$339 -2 -0.1%
DFC
2866
DBK Financial Counsel
Ohio
$258K +$7.45K +44 +3%
CP
2867
Camelot Portfolios
Ohio
$257K
BC
2868
Barrett & Company
Rhode Island
$257K +$5.59K +33 +2%
GSAM
2869
Grant Street Asset Management
Pennsylvania
$256K -$678 -4 -0.3%
PFA
2870
Pathway Financial Advisors
Vermont
$255K +$11K +65 +5%
BWM
2871
BCS Wealth Management
Tennessee
$255K +$255K +1,504 New
ODIJL
2872
One Day In July LLC
Vermont
$255K +$255K +1,504 New
CWM
2873
Chronos Wealth Management
Florida
$254K
EWP
2874
Engrave Wealth Partners
Texas
$254K -$3.9K -23 -2%
SDWMA
2875
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$1.19K -7 -0.5%