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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 %
MS
976
Marshall & Sullivan
Washington
$5.22M -$3.74K -22 -0.1%
MMM
977
Mendel Money Management
Illinois
$5.21M +$41.3K +243 +0.8%
AFWM
978
AMJ Financial Wealth Management
Virginia
$5.21M -$1.54M -9,051 -23%
WANY
979
Wealthspire Advisors (New York)
New York
$5.21M +$44.8K +264 +0.9%
BAM
980
Belpointe Asset Management
Nevada
$5.2M +$619K +3,646 +14%
HFM
981
Hartford Financial Management
Connecticut
$5.2M +$50.8K +299 +1%
JFG
982
Jefferies Financial Group
New York
$5.19M +$3.03M +17,823 +140%
TCM
983
Twin Capital Management
Pennsylvania
$5.19M +$1.74M +10,237 +50%
HCM
984
Horrell Capital Management
Arkansas
$5.18M +$16K +94 +0.3%
JAG
985
Journey Advisory Group
Kentucky
$5.16M -$47.6K -280 -0.9%
FTA
986
Financial & Tax Architects
Missouri
$5.16M +$76.6K +451 +2%
SCP
987
Shorepoint Capital Partners
Massachusetts
$5.16M +$364K +2,145 +8%
BCA
988
Bernzott Capital Advisors
California
$5.15M +$548K +3,229 +12%
HAC
989
Harbor Advisory Corp
New Hampshire
$5.14M -$153K -902 -3%
AF
990
Ally Financial
Michigan
$5.1M +$5.1M +30,000 New
SAM
991
Silphium Asset Management
United Kingdom
$5.09M +$1.63M +9,600 +47%
PWP
992
Principle Wealth Partners
Connecticut
$5.08M +$140K +826 +3%
LWM
993
Lyell Wealth Management
California
$5.08M +$324K +1,905 +7%
SHFA
994
SS&H Financial Advisors
Michigan
$5.07M
ANBT
995
American National Bank & Trust
Texas
$5.07M +$2.03M +11,977 +67%
CAL
996
Capital Analysts LLC
Pennsylvania
$5.05M +$152K +895 +3%
SC
997
Syon Capital
California
$5.04M +$3.12M +18,351 +162%
DGAM
998
Desjardins Global Asset Management
Quebec, Canada
$5.03M -$584K -3,436 -10%
CCMINC
999
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.03M -$36.6K -214 -0.7%
CRIG
1000
Charter Research & Investment Group
Connecticut
$5.02M +$7.3K +43 +0.1%