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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 %
KA
3051
Kozak & Associates
Colorado
$103K -$9.11K -50 -8%
C
3052
Covestor
United Kingdom
$103K +$15.8K +87 +18%
BHWM
3053
Beaird Harris Wealth Management
Texas
$102K -$58.9K -323 -37%
NMG
3054
New Millennium Group
Utah
$101K
BBPWM
3055
Blue Bell Private Wealth Management
Pennsylvania
$101K
HFS
3056
HBC Financial Services
Washington
$99K
CFD
3057
Creative Financial Designs
Indiana
$93.2K +$365 +2 +0.4%
OAJ
3058
Ogorek Anthony Joseph
New York
$92K +$38.3K +210 +71%
CWA
3059
Carolina Wealth Advisors
South Carolina
$91.2K
CCM
3060
Copeland Capital Management
Pennsylvania
$91K
TLCM
3061
Twin Lakes Capital Management
California
$89.1K
BIA
3062
Bell Investment Advisors
California
$88.4K -$14.8K -81 -14%
CCP
3063
Carmel Capital Partners
California
$86.6K +$86.6K +475 New
MFT
3064
Moisand Fitzgerald Tamayo
Florida
$82.8K -$23.4K -128 -22%
JMF
3065
Johnson Midwest Financial
Iowa
$82.5K -$729 -4 -0.9%
AWM
3066
Abound Wealth Management
Tennessee
$80.2K -$13.7K -75 -15%
TWD
3067
True Wealth Design
Ohio
$79.7K -$4.01K -22 -5%
DFCM
3068
Dark Forest Capital Management
Puerto Rico
$78.8K +$14.8K +81 +23%
UIA
3069
Ulland Investment Advisors
Minnesota
$78K
UAML
3070
US Asset Management LLC
Pennsylvania
$77K
CUAMC
3071
China Universal Asset Management Company
China
$76.7K +$76K +417 +10,425%
SHIM
3072
Stone House Investment Management
Pennsylvania
$76K +$76K +417 New
TAIM
3073
TD Ameritrade Investment Management
Nebraska
$72K -$26K -143 -27%
CM
3074
Cornerstone Management
Georgia
$71.1K
CMA
3075
Cedar Mountain Advisors
Oregon
$69.9K +$182 +1 +0.3%