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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 %
SDWMA
3101
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K -$40.9K -241 -16%
SFWC
3102
Strategic Family Wealth Counselors
New Jersey
$213K +$510 +3 +0.2%
DPI
3103
Diversified Portfolios Inc
Michigan
$212K -$510 -3 -0.2%
SC
3104
Seldon Capital
California
$212K
PGWM
3105
Parisi Gray Wealth Management
New Jersey
$211K
LFA
3106
Landmark Financial Advisors
Kentucky
$211K
PCMK
3107
Paragon Capital Management (Kansas)
Kansas
$210K
AMG
3108
Advisors Management Group
Wisconsin
$210K -$48.8K -287 -19%
O3W
3109
Omni 360 Wealth
New Jersey
$210K +$210K +1,236 New
FAM
3110
Flaharty Asset Management
Florida
$210K
IWP
3111
IAG Wealth Partners
Wisconsin
$209K +$4.93K +29 +2%
AIP
3112
Almanack Investment Partners
Pennsylvania
$209K -$9.51K -56 -4%
SC
3113
Sawyer & Company
Massachusetts
$209K
POIA
3114
Pin Oak Investment Advisors
Texas
$209K
KHC
3115
Koesten Hirschmann & Crabtree
Kansas
$209K
CSIA
3116
Carl Stuart Investment Advisor
Texas
$209K
AF
3117
Alerus Financial
North Dakota
$208K -$38K -224 -15%
IRC
3118
Investors Research Corp
Georgia
$208K +$5.1K +30 +3%
YCG
3119
Yeomans Consulting Group
Georgia
$208K +$208K +1,222 New
SWMG
3120
Sard Wealth Management Group
Georgia
$207K +$207K +1,218 New
BA
3121
Bluesphere Advisors
Pennsylvania
$205K +$170 +1 +0.1%
HFAS
3122
Hummer Financial Advisory Services
Illinois
$205K
AWM
3123
Act Wealth Management
Texas
$205K -$19.2K -113 -9%
CCA
3124
Conservest Capital Advisors
Pennsylvania
$205K
BWP
3125
Bernardo Wealth Planning
Pennsylvania
$205K -$6.12K -36 -3%