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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 %
CMP
876
Coston McIsaac & Partners
Maine
$6.29M +$124K +733 +2%
MWM
877
Marietta Wealth Management
Georgia
$6.28M +$281K +1,656 +5%
SCA
878
Stokes Capital Advisors
South Carolina
$6.27M +$104K +612 +2%
BIAS
879
Beacon Investment Advisory Services
New Jersey
$6.25M +$3.03M +17,865 +94%
NC
880
NewSquare Capital
Pennsylvania
$6.25M +$182K +1,088 +3%
CNBTD
881
Citizens National Bank Trust Department
Mississippi
$6.22M -$55.2K -325 -0.9%
DWM
882
Destination Wealth Management
California
$6.21M -$206K -1,214 -3%
WCM
883
Whitener Capital Management
North Carolina
$6.2M +$61K +359 +1%
LA
884
Legacy Advisors
Pennsylvania
$6.19M -$84.9K -496 -1%
BCCM
885
Bridge Creek Capital Management
Massachusetts
$6.17M +$55.9K +329 +0.9%
RMAM
886
Raab & Moskowitz Asset Management
New Jersey
$6.15M +$191K +1,127 +3%
GRP
887
Global Retirement Partners
California
$6.15M +$181K +1,090 +3%
HBT
888
Hills Bank & Trust
Iowa
$6.13M -$110K -650 -2%
EIA
889
Eastover Investment Advisors
North Carolina
$6.12M +$160K +941 +3%
VV
890
Verity & Verity
South Carolina
$6.12M +$135K +792 +2%
BL
891
Balentine LLC
Georgia
$6.1M +$580K +3,414 +10%
CWG
892
Cornerstone Wealth Group
North Carolina
$6.09M +$1.32M +7,759 +28%
SDIC
893
South Dakota Investment Council
South Dakota
$6M -$119K -700 -2%
NHT
894
New Hampshire Trust
New Hampshire
$5.97M -$4.25K -25 -0.1%
TNBTD
895
Trustmark National Bank Trust Department
Mississippi
$5.97M +$1.02K +6 +0%
FMWA
896
Forvis Mazars Wealth Advisors
Missouri
$5.96M -$303K -1,785 -5%
PBT
897
Pictet Bank & Trust
Bahamas
$5.94M -$406K -2,390 -6%
EDRIA
898
Edmonds Duncan Registered Investment Advisors
Kansas
$5.94M
HCM
899
Hodges Capital Management
Texas
$5.94M +$2.79M +16,447 +89%
APP
900
Avantax Planning Partners
Iowa
$5.94M -$15.1K -89 -0.3%