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PepsiCo

3,169 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, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
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
1,373
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 %
CW
676
CIC Wealth
Maryland
$10.3M -$131K -774 -1%
BDA
677
Borer Denton & Associates
Pennsylvania
$10.2M +$43.2K +255 +0.4%
VWM
678
Venturi Wealth Management
Texas
$10.2M -$33.2K -196 -0.3%
CB
679
Community Bank
New York
$10.2M -$120K -709 -1%
BWL
680
Bogart Wealth LLC
Virginia
$10.2M -$31.3K -185 -0.3%
LW
681
Linscomb Wealth
Texas
$10.2M -$770K -4,543 -7%
MGP
682
Metis Global Partners
California
$10.1M +$1.7M +10,005 +20%
FTC
683
Farmers Trust Company
Ohio
$10.1M -$198K -1,170 -2%
GBWM
684
Granite Bay Wealth Management
New Hampshire
$10.1M +$10.1M +55,566 New
LIA
685
LS Investment Advisors
Michigan
$10.1M -$286K -1,686 -3%
WIC
686
Wilkins Investment Counsel
Massachusetts
$10M -$39.5K -233 -0.4%
CAM
687
Cypress Asset Management
Texas
$10M +$458K +2,708 +5%
FCBT
688
First Citizens Bank & Trust
North Carolina
$9.97M -$275K -1,621 -3%
CNBT
689
Canandaigua National Bank & Trust
New York
$9.96M -$15.6K -92 -0.2%
BAM
690
Bell Asset Management
Australia
$9.96M +$851K +5,021 +9%
NCM
691
New Capital Management
Texas
$9.93M +$9.93M +58,631 New
BFO
692
Boston Family Office
Massachusetts
$9.88M -$33.4K -197 -0.3%
HCM
693
Hilton Capital Management
New York
$9.85M -$501K -2,956 -5%
WF
694
WoodTrust Financial
Wisconsin
$9.8M +$53.7K +317 +0.6%
CIA
695
CCM Investment Advisers
South Carolina
$9.76M +$66.9K +395 +0.7%
DT
696
Diversified Trust
Tennessee
$9.74M +$98.3K +580 +1%
RWM
697
Ritholtz Wealth Management
New York
$9.73M -$240K -1,416 -2%
WP
698
WealthPLAN Partners
Nebraska
$9.71M +$4.5M +26,539 +86%
ST
699
Smithfield Trust
Pennsylvania
$9.7M +$23.2K +137 +0.2%
MAM
700
Mastrapasqua Asset Management
Tennessee
$9.7M +$52.2K +308 +0.5%