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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 %
VP
2876
Verum Partners
North Carolina
$253K +$253K +1,495 New
PCI
2877
Planning Center Inc
Illinois
$252K +$339 +2 +0.1%
SJL
2878
Shayne & Jacobs LLC
Tennessee
$252K +$252K +1,485 New
TA
2879
TrueWealth Advisors
Alabama
$252K +$678 +4 +0.3%
BWCS
2880
Beirne Wealth Consulting Services
Connecticut
$251K
TCWM
2881
Total Clarity Wealth Management
Illinois
$250K -$82.5K -487 -25%
SPI
2882
Santori & Peters Inc
Pennsylvania
$249K -$1.36K -8 -0.5%
MAWA
2883
Moss Adams Wealth Advisors
Washington
$249K +$249K +1,470 New
FWM
2884
Fingerlakes Wealth Management
New York
$248K -$4.41K -26 -2%
RWI
2885
Red Wave Investments
Pennsylvania
$248K
OA
2886
Operose Advisors
Wisconsin
$248K +$141K +832 +132%
SAIG
2887
Semper Augustus Investments Group
Colorado
$247K -$21.2K -125 -8%
FCFC
2888
First Citizens Financial Corp
Iowa
$247K
AF
2889
Alerus Financial
North Dakota
$246K
CCA
2890
Conestoga Capital Advisors
Pennsylvania
$246K
ANB
2891
Amarillo National Bank
Texas
$245K -$1.53K -9 -0.6%
HNWA
2892
Henrickson Nauta Wealth Advisors
Michigan
$245K +$14.4K +85 +6%
LSWM
2893
Lorne Steinberg Wealth Management
Canada
$245K
AIA
2894
Arbor Investment Advisors
North Carolina
$245K
TWA
2895
Talisman Wealth Advisors
New Jersey
$245K -$1.36K -8 -0.6%
HFP
2896
Holistic Financial Partners
Indiana
$243K +$43.9K +259 +22%
CFG
2897
Compton Financial Group
Maryland
$243K +$243K +1,434 New
HCP
2898
Holt Capital Partners
Texas
$241K
CWA
2899
CJM Wealth Advisers
Virginia
$241K +$169 +1 +0.1%
MIP
2900
Mondrian Investment Partners
United Kingdom
$241K -$5.99M -35,344 -96%