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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 %
VW
2851
Vance Wealth
California
$308K +$34.3K +202 +13%
LCS
2852
Levin Capital Strategies
New York
$307K -$444K -2,615 -59%
KIC
2853
Kensington Investment Counsel
California
$307K -$163K -958 -35%
PHWM
2854
Pine Harbor Wealth Management
Maryland
$307K +$307K +1,806 New
AFA
2855
American Financial Advisors
Georgia
$307K +$1.19K +7 +0.4%
MAG
2856
MRA Advisory Group
New Jersey
$306K -$91.6K -539 -23%
BWCS
2857
Beirne Wealth Consulting Services
Connecticut
$306K +$74K +432 +32%
ACA
2858
Aspire Capital Advisors
Washington
$306K
ACM
2859
Alethea Capital Management
Washington
$306K
JHP
2860
James Hambro & Partners
United Kingdom
$306K
FWM
2861
Focused Wealth Management
New York
$306K -$57.2K -337 -16%
WA
2862
Wealthstream Advisors
New York
$305K +$305K +1,797 New
AT
2863
Arvest Trust
Oklahoma
$305K +$89.5K +527 +41%
CA
2864
Centerpoint Advisors
Massachusetts
$305K -$9.18K -54 -3%
PC
2865
Port Capital
Illinois
$305K -$2.04K -12 -0.7%
MW
2866
Maia Wealth
Colorado
$305K +$305K +1,796 New
SW
2867
SMART Wealth
Nebraska
$305K +$305K +1,795 New
IFO
2868
Independent Family Office
New York
$304K
SAM
2869
Synergy Asset Management
Washington
$304K -$1.19K -7 -0.4%
BCM
2870
Blume Capital Management
California
$303K
DI
2871
Disciplined Investments
Oklahoma
$302K -$114K -669 -27%
RLIM
2872
Red Lighthouse Investment Management
New York
$302K -$32.6K -192 -10%
WFA
2873
Wellspring Financial Advisors
Ohio
$301K -$123K -722 -29%
LAS
2874
Lloyd Advisory Services
Georgia
$301K -$603K -3,549 -67%
CAC
2875
Certified Advisory Corp
Florida
$300K +$3.23K +19 +1%