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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 %
RW
3076
RVW Wealth
California
$219K
MAM
3077
Milestone Asset Management
Pennsylvania
$219K -$11.4K -67 -5%
PAG
3078
Paladin Advisory Group
Iowa
$219K -$4.25K -25 -2%
KWM
3079
Keebeck Wealth Management
Illinois
$218K +$218K +1,275 New
SIAG
3080
Safeguard Investment Advisory Group
California
$218K -$3.91K -23 -2%
NJBEST
3081
New Jersey Better Educational Savings Trust
New Jersey
$218K
SIA
3082
Sage Investment Advisers
New York
$218K +$3.23K +19 +2%
SCM
3083
Spreng Capital Management
Ohio
$217K
AWA
3084
Acorn Wealth Advisors
Michigan
$217K -$1.53K -9 -0.7%
WF
3085
Warner Financial
Maryland
$217K +$5.95K +35 +3%
PWA
3086
Peterson Wealth Advisors
Utah
$217K
NLP
3087
Next Level Private
New York
$217K
CIG
3088
Cascade Investment Group
Colorado
$216K +$7.64K +45 +4%
TW
3089
Traveka Wealth
California
$216K +$216K +1,273 New
CPL
3090
CAP Partners LLC
Tennessee
$216K +$216K +1,271 New
FFWM
3091
Future Financial Wealth Management
Ohio
$215K -$18.3K -108 -8%
DSA
3092
Droms Strauss Advisors
Missouri
$215K +$170 +1 +0.1%
FFA
3093
Fairfield Financial Advisors
Massachusetts
$215K -$4.42K -26 -2%
KNFPWM
3094
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$215K +$215K +1,265 New
EIA
3095
Eldridge Investment Advisors
New Hampshire
$214K -$8.51K -50 -4%
LFG
3096
Lockerman Financial Group
California
$214K +$2.04K +12 +1%
TA
3097
TrueWealth Advisors
Alabama
$213K -$38.6K -227 -15%
PFWA
3098
Paces Ferry Wealth Advisors
Georgia
$213K +$213K +1,256 New
GWP
3099
Gateway Wealth Partners
Wisconsin
$213K -$511K -3,012 -71%
MW
3100
MBL Wealth
North Carolina
$213K -$59.1K -348 -22%