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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 %
BAM
2951
Brave Asset Management
New Jersey
$222K
CFAM
2952
Coury Firm Asset Management
Pennsylvania
$222K
MAS
2953
Madden Advisory Services
Florida
$222K +$339 +2 +0.2%
RCYC
2954
Richard C. Young & Co
Rhode Island
$222K +$1.69K +10 +0.8%
SIAG
2955
Safeguard Investment Advisory Group
California
$221K -$9.66K -57 -4%
RPCA
2956
Running Point Capital Advisors
California
$221K +$8.13K +48 +4%
JLBC
2957
J.L. Bainbridge & Co
Florida
$220K
MAP
2958
Milestone Advisory Partners
North Carolina
$220K
GCM
2959
Greenland Capital Management
New York
$220K +$220K +1,300 New
TAM
2960
Titleist Asset Management
Texas
$220K -$11K -65 -5%
FFM
2961
Flagstone Financial Management
Nebraska
$220K
IFA
2962
Index Fund Advisors
California
$220K +$220K +1,298 New
FP
2963
Financial Perspectives
Minnesota
$220K
LCWP
2964
Legacy Capital Wealth Partners
Arkansas
$220K +$220K +1,297 New
BAM
2965
BOS Asset Management
Illinois
$220K
DBG
2966
De Burlo Group
Massachusetts
$220K
VCWA
2967
Vanguard Capital Wealth Advisors
Colorado
$219K +$219K +1,295 New
AFGAS
2968
Allegiance Financial Group Advisory Services
Virginia
$219K
MHR
2969
Matthew Hamilton Rosenberg
$219K -$24.6K -145 -10%
RW
2970
RVW Wealth
California
$219K
FFA
2971
Fairfield Financial Advisors
Massachusetts
$219K +$1.19K +7 +0.5%
HWM
2972
Howard Wealth Management
Connecticut
$219K -$1.69K -10 -0.8%
AWA
2973
Acorn Wealth Advisors
Michigan
$218K +$3.39K +20 +2%
AIP
2974
Almanack Investment Partners
Pennsylvania
$218K -$160K -942 -42%
TWM
2975
TriaGen Wealth Management
California
$217K