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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 %
OAM
3026
Occidental Asset Management
California
$237K +$1.7K +10 +0.7%
AFS
3027
Axiom Financial Strategies
Indiana
$237K -$21.2K -125 -8%
JCM
3028
Jacobsen Capital Management
Utah
$237K -$171K -1,009 -42%
SI
3029
Saxon Interests
Texas
$236K -$1.87M -11,009 -89%
WRPWM
3030
Werba Rubin Papier Wealth Management
California
$236K -$6.5K -38 -3%
WWP
3031
Walden Wealth Partners
Ohio
$236K +$236K +1,387 New
CV
3032
Counterweight Ventures
North Carolina
$235K +$235K +1,384 New
IAG
3033
Investment Advisory Group
Massachusetts
$235K
BFIC
3034
Bedell Frazier Investment Counselling
California
$234K
AL
3035
ADE LLC
Maryland
$234K
DW
3036
Dodds Wealth
Colorado
$234K +$234K +1,377 New
MAWA
3037
Moss Adams Wealth Advisors
Washington
$234K -$17.3K -101 -7%
OCM
3038
Osterweis Capital Management
California
$234K
AL
3039
ACAS LLC
California
$233K
WCFA
3040
Walkner Condon Financial Advisors
Wisconsin
$233K +$233K +1,369 New
LHWM
3041
Lake Hills Wealth Management
Texas
$232K +$232K +1,368 New
ACM
3042
Ategra Capital Management
Virginia
$231K
AWM
3043
Allen Wealth Management
North Carolina
$231K +$231K +1,362 New
BSHC
3044
Breed's Hill Capital
Massachusetts
$230K +$230K +1,355 New
DIP
3045
Davis Investment Partners
North Carolina
$230K
NFG
3046
Northeast Financial Group
Pennsylvania
$229K
VP
3047
Verum Partners
North Carolina
$228K -$26.2K -154 -10%
HFF
3048
Halter Ferguson Financial
Indiana
$227K +$227K +1,339 New
RFA
3049
ROI Financial Advisors
Oregon
$227K +$227K +1,336 New
BAM
3050
BOS Asset Management
Illinois
$227K +$6.79K +40 +3%