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PepsiCo

3,191 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, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
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
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
826
OneDigital Investment Advisors
Kansas
$7.51M -$1.12M -6,031 -13%
JWM
827
JGP Wealth Management
Oregon
$7.49M +$142K +768 +2%
LC
828
Lindbrook Capital
California
$7.48M -$207K -1,117 -3%
PTC
829
Private Trust Company
Ohio
$7.47M -$743K -4,009 -9%
CIA
830
Capital Investment Advisors
Georgia
$7.47M -$137K -737 -2%
SPC
831
Sigma Planning Corp
Michigan
$7.41M -$1.54M -8,314 -17%
AAIM
832
American Assets Investment Management
California
$7.37M
BEAM
833
Baker Ellis Asset Management
Washington
$7.32M -$127K -685 -2%
SWM
834
SeaCrest Wealth Management
New York
$7.3M -$133K -716 -2%
IIM
835
Intact Investment Management
Quebec, Canada
$7.3M -$2.83M -15,300 -28%
BCMO
836
Buckingham Capital Management (Ohio)
Ohio
$7.28M +$128K +691 +2%
NAM
837
NTV Asset Management
West Virginia
$7.24M -$9.45K -51 -0.1%
PWP
838
Private Wealth Partners
California
$7.22M +$32.6K +176 +0.5%
SFG
839
SevenBridge Financial Group
Pennsylvania
$7.21M -$9.08K -49 -0.1%
MCWS
840
McKinley Carter Wealth Services
West Virginia
$7.19M -$1.48K -8 -0%
QCM
841
Quantinno Capital Management
New York
$7.19M +$686K +3,702 +11%
M
842
MOTCO
Texas
$7.18M -$211K -1,137 -3%
LAM
843
Lountzis Asset Management
Pennsylvania
$7.18M -$178K -970 -2%
SCM
844
Schnieders Capital Management
California
$7.16M -$8.34K -45 -0.1%
NAS
845
Nicolet Advisory Services
Wisconsin
$7.1M +$1.01M +5,399 +17%
SDIC
846
South Dakota Investment Council
South Dakota
$7.07M -$407K -2,200 -5%
GCM
847
Genus Capital Management
British Columbia, Canada
$7.06M +$7.06M +38,135 New
PGIM
848
Pacific Global Investment Management
California
$7.04M -$122K -660 -2%
GIM
849
Grassi Investment Management
California
$7.04M -$445K -2,400 -6%
MCM
850
Mattern Capital Management
Colorado
$7.01M +$194K +1,050 +3%