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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 %
BC
3001
Barrett & Company
Rhode Island
$249K -$8.49K -50 -3%
FWM
3002
Fingerlakes Wealth Management
New York
$249K
RWI
3003
Red Wave Investments
Pennsylvania
$248K
FIC
3004
Family Investment Center
Missouri
$248K +$43.7K +257 +21%
LFP
3005
Lakeshore Financial Planning
Michigan
$248K -$12.2K -72 -5%
SAIG
3006
Semper Augustus Investments Group
Colorado
$247K
HFS
3007
Heritage Financial Services
Massachusetts
$247K +$44.8K +264 +22%
FCFC
3008
First Citizens Financial Corp
Iowa
$247K
VFPI
3009
Vantage Financial Partners (Illinois)
Illinois
$247K +$247K +1,455 New
CCA
3010
Conestoga Capital Advisors
Pennsylvania
$246K
CCM
3011
Crew Capital Management
Ohio
$246K +$5.94K +35 +2%
AP
3012
Arlington Partners
Alabama
$246K -$96K -565 -28%
WCM
3013
Wallace Capital Management
Texas
$246K -$12.7K -75 -5%
LSWM
3014
Lorne Steinberg Wealth Management
Canada
$245K
PFA
3015
Pathway Financial Advisors
Vermont
$245K -$11K -65 -4%
DFC
3016
DBK Financial Counsel
Ohio
$245K -$13.8K -81 -5%
CFG
3017
Compton Financial Group
Maryland
$243K
FA
3018
FSA Advisors
Michigan
$243K +$243K +1,432 New
HCP
3019
Holt Capital Partners
Texas
$242K
CWA
3020
CJM Wealth Advisers
Virginia
$242K
LCWP
3021
Legacy Capital Wealth Partners
Arkansas
$241K +$20.7K +122 +9%
TA
3022
TruWealth Advisors
Louisiana
$239K +$170 +1 +0.1%
BCAM
3023
Boston Common Asset Management
Massachusetts
$238K -$156K -915 -40%
JSA
3024
Jacobson & Schmitt Advisors
Wisconsin
$238K -$2.38K -14 -1%
PIFP
3025
Partners in Financial Planning
Virginia
$238K