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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 %
PVI
926
Pine Valley Investments
New Jersey
$5.9M +$2.14M +11,536 +57%
KWMG
927
King Wealth Management Group
Florida
$5.9M +$264K +1,424 +5%
CWM
928
Concentric Wealth Management
California
$5.89M -$93K -502 -2%
HAC
929
Harbor Advisory Corp
New Hampshire
$5.86M +$58K +313 +1%
BG
930
Bollard Group
Massachusetts
$5.84M +$19.8K +107 +0.3%
ST
931
Spinnaker Trust
Maine
$5.83M +$2.96K +16 +0.1%
SSA
932
Schonfeld Strategic Advisors
New York
$5.82M -$75M -404,764 -93%
SCM
933
SKBA Capital Management
California
$5.82M +$18.5K +100 +0.3%
TLP
934
Trinity Legacy Partners
Texas
$5.82M +$24.6K +133 +0.4%
AFWM
935
AMJ Financial Wealth Management
Virginia
$5.81M +$5.81M +31,365 New
AWM
936
Axxcess Wealth Management
California
$5.81M +$471K +2,544 +9%
GP
937
Geneva Partners
Wisconsin
$5.79M -$695K -3,754 -11%
PHS
938
Pekin Hardy Strauss
Illinois
$5.78M -$17.6K -95 -0.3%
MS
939
Marshall & Sullivan
Washington
$5.77M +$47K +254 +0.8%
SVWAG
940
Sound View Wealth Advisors Group
Georgia
$5.77M -$880K -4,751 -13%
PCA
941
Pallas Capital Advisors
Massachusetts
$5.75M +$4.82M +25,962 +518%
HNWAG
942
High Net Worth Advisory Group
Florida
$5.74M +$35.9K +194 +0.6%
HI
943
Horizon Investments
North Carolina
$5.72M -$173K -936 -3%
CS
944
Comerica Securities
Michigan
$5.71M +$1.45M +7,831 +34%
DIA
945
Dean Investment Associates
Ohio
$5.7M -$844K -4,557 -13%
HCM
946
Horrell Capital Management
Arkansas
$5.7M +$741 +4 +0%
WP
947
WealthPLAN Partners
Nebraska
$5.7M -$5.87M -31,669 -51%
RIM
948
Reliant Investment Management
Tennessee
$5.69M +$51.9K +280 +0.9%
HCM
949
Hodges Capital Management
Texas
$5.68M +$467K +1,981 +9%
FHB
950
First Hawaiian Bank
Hawaii
$5.67M -$120K -649 -2%