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PepsiCo

3,319 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,330 increasing their positions, 1,327 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,319
Holders Change
+150
Holders Change %
+4.73%
% of All Funds
48.65%
Holding in Top 10
132
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-22.81%
% of All Funds
1.93%
New
319
Increased
1,330
Reduced
1,327
Closed
118
Calls
$1.75B
Puts
$1.57B
Net Calls
+$177M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
AAIM
851
American Assets Investment Management
California
$6.76M
QCM
852
Quantinno Capital Management
New York
$6.75M -$55.7K -328 -0.8%
MCWS
853
McKinley Carter Wealth Services
West Virginia
$6.73M +$151K +888 +2%
BFG
854
Bleakley Financial Group
New Jersey
$6.69M -$431K -2,537 -6%
LC
855
Lindbrook Capital
California
$6.68M +$35.5K +209 +0.5%
LI
856
Lafayette Investments
Maryland
$6.67M +$603K +3,553 +10%
CIA
857
Capital Investment Advisors
Georgia
$6.65M +$112K +662 +2%
BFM
858
Boothbay Fund Management
New York
$6.62M +$5.03M +29,630 +316%
PWP
859
Private Wealth Partners
California
$6.62M -$141K -829 -2%
NAM
860
NTV Asset Management
West Virginia
$6.61M -$12.9K -76 -0.2%
LAM
861
Lountzis Asset Management
Pennsylvania
$6.6M -$91K -532 -1%
PVI
862
Pine Valley Investments
New Jersey
$6.59M +$365K +2,142 +6%
GAM
863
Gotham Asset Management
New York
$6.54M +$934K +5,498 +17%
BFW
864
Brady Family Wealth
Missouri
$6.5M +$532K +3,134 +9%
PAA
865
Peregrine Asset Advisers
Oregon
$6.44M -$2.37M -13,962 -27%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$6.42M +$3.93M +23,122 +157%
GIM
867
Grassi Investment Management
California
$6.42M -$34K -200 -0.5%
SWM
868
SeaCrest Wealth Management
New York
$6.42M -$76.4K -452 -1%
CWM
869
Concentric Wealth Management
California
$6.4M +$968K +5,702 +18%
AFG
870
Albion Financial Group
Utah
$6.36M +$55.2K +325 +0.9%
SCA
871
Sage Capital Advisors
South Dakota
$6.35M +$3.42M +20,130 +117%
PBC
872
Pavion Blue Capital
California
$6.34M +$349K +2,052 +6%
BEAM
873
Baker Ellis Asset Management
Washington
$6.34M -$168K -992 -3%
CAM
874
Costello Asset Management
Pennsylvania
$6.33M +$703K +4,138 +12%
PGIM
875
Pacific Global Investment Management
California
$6.3M -$53.2K -313 -0.8%