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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 %
BIP
2876
Blue Investment Partners
California
$300K
JEST
2877
JTC Employer Solutions Trustee
Jersey
$300K -$268K -1,579 -47%
ORC
2878
O'Rourke & Company
Massachusetts
$300K
RIM
2879
Rockbridge Investment Management
New York
$300K -$10K -59 -3%
SFP
2880
Sandbox Financial Partners
Maryland
$300K -$44.8K -264 -13%
BWM
2881
BigSur Wealth Management
Florida
$299K
HA
2882
Hanover Advisors
South Carolina
$299K +$299K +1,762 New
UBG
2883
United Bank (Georgia)
Georgia
$299K -$21.2K -125 -7%
PFA
2884
Pettinga Financial Advisors
Indiana
$298K +$34.5K +203 +13%
GL
2885
Gerber LLC
Ohio
$298K +$298K +1,754 New
GAM
2886
Gemmer Asset Management
California
$297K
B
2887
Bridgeworth
Alabama
$297K -$2.04K -12 -0.7%
VCM
2888
Vision Capital Management
Oregon
$297K +$297K +1,747 New
HIS
2889
Horizon Investment Services
Indiana
$296K +$12.7K +75 +5%
HWM
2890
Howard Wealth Management
Connecticut
$296K +$76.4K +450 +35%
OWA
2891
Opal Wealth Advisors
New York
$295K -$23.9K -141 -8%
THL
2892
Tillman Hartley LLC
Colorado
$294K
DFG
2893
Demars Financial Group
Washington
$294K +$5.09K +30 +2%
CC
2894
Commons Capital
Massachusetts
$294K +$26.8K +158 +10%
EG
2895
Ellerson Group
Maryland
$294K
FI
2896
FWG Investments
Kentucky
$294K +$294K +1,730 New
PTC
2897
Petrus Trust Company
Texas
$293K +$293K +1,728 New
RPSA
2898
Richard P. Slaughter Associates
Texas
$292K -$5.1K -30 -2%
AIA
2899
Arbor Investment Advisors
North Carolina
$292K +$46.7K +275 +19%
GMFG
2900
Greater Midwest Financial Group
Minnesota
$291K +$291K +1,716 New