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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
3001
Spreng Capital Management
Ohio
$203K -$73.8K -405 -27%
CGFA
3002
Colton Groome Financial Advisors
North Carolina
$203K
FC
3003
Fusion Capital
South Carolina
$202K +$910 +5 +0.5%
FBT
3004
First Bank & Trust
South Dakota
$202K -$31.9K -175 -14%
VCG
3005
Vantage Consulting Group
Virginia
$202K +$202K +1,110 New
SA
3006
Syntax Advisors
New York
$202K +$202K +1,110 New
BA
3007
Bridge Advisory
California
$201K +$201K +1,105 New
CPA
3008
Capital Planning Advisors
California
$201K +$201K +1,102 New
AF
3009
Aldebaran Financial
$201K +$201K +1,100 New
BC
3010
Barrett & Company
Rhode Island
$198K
HWM
3011
HighMark Wealth Management
Minnesota
$197K -$44.1K -242 -18%
OBWP
3012
O'Brien Wealth Partners
Massachusetts
$196K -$56.7K -311 -22%
HIM
3013
Hillsdale Investment Management
Ontario, Canada
$194K +$23.7K +130 +14%
FSWA
3014
Financial Synergies Wealth Advisors
Texas
$192K +$47.6K +261 +33%
ST
3015
Sageworth Trust
Pennsylvania
$190K +$24.2K +133 +15%
OA
3016
Operose Advisors
Wisconsin
$188K
CWA
3017
Core Wealth Advisors
Florida
$187K -$8.57K -47 -4%
RMC
3018
Resources Management Corp
Connecticut
$185K -$1.26M -70,444 -87%
NECFA
3019
New England Capital Financial Advisors
Connecticut
$181K +$911 +5 +0.5%
PP
3020
PFS Partners
New Jersey
$180K +$2.37K +13 +1%
SCM
3021
Silvant Capital Management
Georgia
$177K
JSAM
3022
J. Safra Asset Management
New York
$176K +$176K +967 New
CA
3023
Crewe Advisors
Utah
$172K +$40.1K +220 +30%
HRC
3024
Hoertkorn Richard Charles
$170K
VIA
3025
Virtus Investment Advisers
Connecticut
$168K