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PepsiCo

3,190 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,374 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,190
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,374
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
3151
Bourgeon Capital Management
Connecticut
$23.7K
FC
3152
Family CFO
California
$23.2K
GAG
3153
Goodman Advisory Group
Massachusetts
$22.2K
Parallax Volatility Advisers
3154
Parallax Volatility Advisers
California
$22.2K
TCPG
3155
Trivant Custom Portfolio Group
California
$21.9K
ARS
3156
Adirondack Retirement Specialists
New York
$21.5K -$19.8K -107 -48%
RG
3157
Retirement Group
California
$20.5K
OIS
3158
Okabena Investment Services
Minnesota
$20.2K -$415K -2,238 -95%
CIR
3159
Clear Investment Research
Georgia
$19.8K -$2.59K -14 -12%
FGAM
3160
Financial Gravity Asset Management
Texas
$19.6K +$929 +14 +5%
BCPWM
3161
Bradley & Co Private Wealth Management
Florida
$19.4K
TLA
3162
Tanglewood Legacy Advisors
Texas
$19.4K
GM
3163
GeoWealth Management
Illinois
$19K +$19K +104 New
TJHA
3164
Thomas J. Herzfeld Advisors
Florida
$18.5K
GWSA
3165
Global Wealth Strategies & Associates
Colorado
$18.5K
DWA
3166
Delos Wealth Advisors
Texas
$17.6K
IRAG
3167
Investment Research & Advisory Group
Georgia
$16.3K
FWA
3168
FSC Wealth Advisors
New York
$14.4K
ODG
3169
O'Dell Group
Ohio
$13.3K +$13.3K +72 New
MIFH
3170
Migdal Insurance & Financial Holdings
Israel
$13K
RVM
3171
Robinson Value Management
Texas
$13K
WAM
3172
Worth Asset Management
Texas
$11.7K +$11.7K +63 New
MDCM
3173
Morgan Dempsey Capital Management
Wisconsin
$10K
HWM
3174
Horizons Wealth Management
North Carolina
$9.45K +$9.45K +51 New
KFP
3175
KB Financial Partners
New Jersey
$9K -$1.13M -5,882 -99%