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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 %
SIM
951
Stratos Investment Management
Ohio
$5.66M +$135K +730 +2%
LNC
952
Lincoln National Corp
Pennsylvania
$5.65M +$155K +836 +3%
WAS
953
WESPAC Advisors SoCal
California
$5.65M -$11.1K -60 -0.2%
HFM
954
Hartford Financial Management
Connecticut
$5.62M -$201K -1,087 -3%
TCOO
955
Trust Company of Oklahoma
Oklahoma
$5.62M -$52.6K -284 -0.9%
NW
956
NewEdge Wealth
Pennsylvania
$5.62M -$39.1K -211 -0.7%
SWK
957
Stephen W. Kidder
$5.62M +$72.4K +391 +1%
FIB
958
First Interstate Bank
Montana
$5.6M -$349K -1,884 -6%
PFSC
959
Peoples Financial Services Corp
Pennsylvania
$5.6M -$104K -559 -2%
JAG
960
Journey Advisory Group
Kentucky
$5.59M +$127K +685 +2%
CRIG
961
Charter Research & Investment Group
Connecticut
$5.59M -$47K -254 -0.8%
PAA
962
Peregrine Asset Advisers
Oregon
$5.58M -$2.53M -13,644 -31%
TC
963
Telemus Capital
Michigan
$5.57M -$408K -2,203 -7%
CP
964
Cumberland Partners
Ontario, Canada
$5.57M +$1.35M +7,280 +32%
MMM
965
Mendel Money Management
Illinois
$5.56M -$131K -707 -2%
OHIS
966
Oak Harvest Investment Services
Texas
$5.55M -$2.85M -15,361 -34%
AAIS
967
ABN AMRO Investment Solutions
$5.55M -$81.7K -441 -1%
ANTB
968
AMG National Trust Bank
Colorado
$5.54M +$86.7K +468 +2%
BCM
969
Brookstone Capital Management
Illinois
$5.53M +$674K +3,683 +14%
HSA
970
HBK Sorce Advisory
Pennsylvania
$5.51M +$136K +732 +3%
SSW
971
Stone Summit Wealth
Florida
$5.5M +$47K +254 +0.9%
BCA
972
Bernzott Capital Advisors
California
$5.48M -$115K -621 -2%
RGC
973
Roberts, Glore & Co
Illinois
$5.45M -$208K -1,124 -4%
HCM
974
Hall Capital Management
Rhode Island
$5.44M +$11.7K +63 +0.2%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$5.43M +$47.8K +258 +0.9%