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PepsiCo

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
HFW
2926
Horizon Family Wealth
Illinois
$242K -$22.2K -120 -8%
MAS
2927
Madden Advisory Services
Florida
$242K +$370 +2 +0.2%
MAP
2928
Milestone Advisory Partners
North Carolina
$241K
JLBC
2929
J.L. Bainbridge & Co
Florida
$241K
HWM
2930
Howard Wealth Management
Connecticut
$241K
FFM
2931
Flagstone Financial Management
Nebraska
$240K +$17.4K +94 +8%
FP
2932
Financial Perspectives
Minnesota
$240K
RCYC
2933
Richard C. Young & Co
Rhode Island
$240K +$18.5K +100 +8%
DBG
2934
De Burlo Group
Massachusetts
$240K +$9.26K +50 +4%
BAM
2935
BOS Asset Management
Illinois
$240K +$30.2K +163 +14%
ACM
2936
Armbruster Capital Management
New York
$240K
CS
2937
Capital Square
Tennessee
$240K +$240K +1,294 New
TCMP
2938
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K +$3.89K +21 +2%
AFGAS
2939
Allegiance Financial Group Advisory Services
Virginia
$239K +$556 +3 +0.2%
RW
2940
RVW Wealth
California
$239K
PWM
2941
PRW Wealth Management
Massachusetts
$238K +$33.4K +180 +16%
SC
2942
Sawyer & Company
Massachusetts
$238K
FFA
2943
Fairfield Financial Advisors
Massachusetts
$238K +$1.3K +7 +0.5%
AT
2944
Arvest Trust
Oklahoma
$238K +$13.1K +70 +6%
TWM
2945
TriaGen Wealth Management
California
$238K +$1.67K +9 +0.7%
MAM
2946
Milestone Asset Management
Pennsylvania
$238K -$185 -1 -0.1%
NJBEST
2947
New Jersey Better Educational Savings Trust
New Jersey
$237K
MF
2948
Manchester Financial
California
$237K -$42K -227 -15%
BWM
2949
Bulltick Wealth Management
Florida
$236K -$4.44M -23,988 -95%
DSA
2950
Droms Strauss Advisors
Missouri
$236K +$374 +2 +0.2%