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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 %
LBC
576
Lowe Brockenbrough & Co
Virginia
$14.6M -$2.98M -16,373 -17%
AA
577
Ancora Advisors
Ohio
$14.6M +$500K +2,741 +4%
TTWM
578
TCV Trust & Wealth Management
Virginia
$14.6M -$122K -670 -0.8%
KOCAA
579
Knights of Columbus Asset Advisors
Connecticut
$14.6M +$246K +1,347 +2%
FG
580
Fiduciary Group
Georgia
$14.5M +$237K +1,300 +2%
DIA
581
Davidson Investment Advisors
Montana
$14.5M +$1.29M +7,086 +10%
CA
582
Cetera Advisors
Colorado
$14.5M +$615K +3,374 +4%
DA
583
Dillon & Associates
Michigan
$14.4M -$318K -1,747 -2%
SB
584
Simmons Bank
Arkansas
$14.4M +$393K +2,154 +3%
HFS
585
Hantz Financial Services
Michigan
$14.4M -$158K -868 -1%
CA
586
Clearstead Advisors
Ohio
$14.4M +$233K +1,276 +2%
ADEF
587
Adams Diversified Equity Fund
Maryland
$14.4M
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$2.9M +15,922 +25%
NCM
589
Noesis Capital Mangement
Florida
$14.2M +$276K +1,515 +2%
PAM
590
Peak Asset Management
Colorado
$14.2M +$151K +828 +1%
DWM
591
Dakota Wealth Management
Florida
$14.2M +$840K +4,609 +6%
ACA
592
Aptus Capital Advisors
Alabama
$14.2M -$1.08M -5,923 -7%
JC
593
Jacobs & Co
California
$14.2M -$356K -1,955 -2%
JCM
594
Janney Capital Management
Pennsylvania
$14.2M +$414K +2,269 +3%
Jones Financial Companies
595
Jones Financial Companies
Missouri
$14.1M -$242K -1,330 -2%
B
596
Bailard
California
$14.1M -$334K -1,830 -2%
CF
597
Canoe Financial
Alberta, Canada
$14.1M +$14.1M +77,251 New
WCF
598
West Coast Financial
California
$14.1M +$125K +685 +0.9%
FFP
599
FourThought Financial Partners
Florida
$14M -$64.5K -354 -0.5%
FBB
600
Fulton Breakefield Broenniman
Maryland
$14M -$145K -796 -1%