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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 %
MCWS
851
McKinley Carter Wealth Services
West Virginia
$6.57M -$13.6K -80 -0.2%
CIA
852
Capital Investment Advisors
Georgia
$6.52M -$314K -1,852 -5%
SWM
853
SeaCrest Wealth Management
New York
$6.51M -$164K -969 -2%
SCM
854
Schnieders Capital Management
California
$6.51M -$39.6K -234 -0.6%
BEAM
855
Baker Ellis Asset Management
Washington
$6.49M -$201K -1,186 -3%
CRI
856
Commonwealth Retirement Investments
Virginia
$6.48M +$120K +706 +2%
M
857
MOTCO
Texas
$6.45M -$116K -684 -2%
GIM
858
Grassi Investment Management
California
$6.44M
DWM
859
Destination Wealth Management
California
$6.4M +$14.6K +86 +0.2%
PGIM
860
Pacific Global Investment Management
California
$6.34M -$102K -601 -2%
PBT
861
Pictet Bank & Trust
Bahamas
$6.33M -$29.3K -173 -0.5%
PTC
862
Private Trust Company
Ohio
$6.32M -$512K -3,020 -7%
CHC
863
City Holding Co
West Virginia
$6.3M +$340K +2,004 +6%
SFCM
864
Savoir Faire Capital Management
Connecticut
$6.29M +$6.29M +37,135 New
AFG
865
Albion Financial Group
Utah
$6.29M +$103K +605 +2%
IWA
866
IBEX Wealth Advisors
New Jersey
$6.29M +$6.29M +37,127 New
CNBTD
867
Citizens National Bank Trust Department
Mississippi
$6.26M -$133K -783 -2%
FMWA
868
Forvis Mazars Wealth Advisors
Missouri
$6.25M -$154K -908 -2%
Walleye Trading
869
Walleye Trading
New York
$6.23M +$6.23M +36,766 New
HBT
870
Hills Bank & Trust
Iowa
$6.23M -$82.2K -485 -1%
LA
871
Legacy Advisors
Pennsylvania
$6.22M +$567K +3,349 +10%
PVI
872
Pine Valley Investments
New Jersey
$6.19M +$790K +4,661 +15%
NW
873
NewEdge Wealth
Pennsylvania
$6.19M +$1.05M +6,212 +20%
CMP
874
Coston McIsaac & Partners
Maine
$6.15M +$196K +1,158 +3%
SCA
875
Stokes Capital Advisors
South Carolina
$6.15M +$95.7K +565 +2%