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PepsiCo

3,168 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,372 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.52%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,372
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
3126
Bourgeon Capital Management
Connecticut
$21.7K
HF
3127
Halpern Financial
Virginia
$21.5K +$16.4K +97 +323%
SAG
3128
Spotlight Asset Group
Illinois
$21.2K -$3.39K -20 -14%
FC
3129
Family CFO
California
$21.2K
GAG
3130
Goodman Advisory Group
Massachusetts
$20.3K
MIFH
3131
Migdal Insurance & Financial Holdings
Israel
$20K +$8.48K +50 +74%
TCPG
3132
Trivant Custom Portfolio Group
California
$20K
RG
3133
Retirement Group
California
$18.8K +$170 +1 +0.9%
HH
3134
HWG Holdings
Texas
$18.6K -$4.58K -27 -20%
CIR
3135
Clear Investment Research
Georgia
$18K -$169 -1 -0.9%
BCPWM
3136
Bradley & Co Private Wealth Management
Florida
$17.8K
TLA
3137
Tanglewood Legacy Advisors
Texas
$17.8K
TJHA
3138
Thomas J. Herzfeld Advisors
Florida
$16.9K
GWSA
3139
Global Wealth Strategies & Associates
Colorado
$16.9K
SR
3140
Syntax Research
Florida
$16.9K +$16.9K +100 New
DWA
3141
Delos Wealth Advisors
Texas
$16.9K
FGA
3142
Fortis Group Advisors
New Jersey
$16.4K +$16.4K +97 New
SFA
3143
Semmax Financial Advisors
North Carolina
$16.1K +$16.1K +96 New
IRAG
3144
Investment Research & Advisory Group
Georgia
$14.9K
LFASL
3145
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$14.7K +87 New
FWA
3146
FSC Wealth Advisors
New York
$13.2K
LFA
3147
Legend Financial Advisors
Pennsylvania
$12.5K -$10.5K -62 -46%
RVM
3148
Robinson Value Management
Texas
$11.9K
MDCM
3149
Morgan Dempsey Capital Management
Wisconsin
$9.15K
KFP
3150
KB Financial Partners
New Jersey
$8K