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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 %
WWG
3026
West Wealth Group
California
$208K +$1.11K +6 +0.5%
SDWIA
3027
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K
BIM
3028
Barton Investment Management
Pennsylvania
$207K
AWA
3029
Aletheian Wealth Advisors
Washington
$207K +$207K +1,120 New
HFS
3030
Heritage Financial Services
Massachusetts
$206K -$20K -108 -9%
CGFA
3031
Colton Groome Financial Advisors
North Carolina
$206K
FBT
3032
First Bank & Trust
South Dakota
$205K -$370 -2 -0.2%
AIM
3033
Aurora Investment Managers
Florida
$205K -$794K -4,282 -79%
SPWG
3034
Sage Private Wealth Group
Illinois
$205K -$7.6K -41 -4%
FIC
3035
Family Investment Center
Missouri
$204K -$20.7K -112 -9%
BA
3036
Bridge Advisory
California
$203K -$1.67K -9 -0.8%
MWM
3037
Maripau Wealth Management
Indiana
$203K -$5K -27 -2%
OAM
3038
Oberweis Asset Management
Illinois
$203K +$203K +1,095 New
CCA
3039
Cora Capital Advisors
New Jersey
$202K +$202K +1,090 New
AG
3040
Appleton Group
Wisconsin
$202K +$202K +1,089 New
HWM
3041
HighMark Wealth Management
Minnesota
$201K +$926 +5 +0.5%
PFT
3042
Providence First Trust
Arizona
$200K +$200K +1,082 New
HIM
3043
Hillsdale Investment Management
Ontario, Canada
$199K +$1.85K +10 +0.9%
FSWA
3044
Financial Synergies Wealth Advisors
Texas
$195K +$370 +2 +0.2%
OBWP
3045
O'Brien Wealth Partners
Massachusetts
$194K -$4.82K -26 -2%
IAIM
3046
Industrial Alliance Investment Management
Quebec, Canada
$189K -$18.5M -99,777 -99%
WOSD
3047
WFA of San Diego
California
$188K +$188K +1,015 New
NECFA
3048
New England Capital Financial Advisors
Connecticut
$184K +$926 +5 +0.5%
PP
3049
PFS Partners
New Jersey
$184K +$1.11K +6 +0.6%
SCM
3050
Silvant Capital Management
Georgia
$180K