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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 %
AAMA
1026
Advanced Asset Management Advisors
Ohio
$5M
TCA
1027
Transcend Capital Advisors
New Jersey
$4.99M +$154K +834 +3%
MIP
1028
Marietta Investment Partners
Wisconsin
$4.98M -$18.5K -100 -0.4%
LWM
1029
Lyell Wealth Management
California
$4.98M +$437K +2,358 +10%
HCA
1030
Harbour Capital Advisors
Virginia
$4.96M -$116K -624 -2%
CB
1031
Cadence Bank
Mississippi
$4.96M -$103K -555 -2%
SWM
1032
Spire Wealth Management
Virginia
$4.96M +$9.45K +51 +0.2%
GP
1033
Girard Partners
Pennsylvania
$4.96M -$202K -1,089 -4%
TPA
1034
Trivium Point Advisory
Connecticut
$4.95M -$56.5K -305 -1%
WANY
1035
Wealthspire Advisors (New York)
New York
$4.95M +$132K +714 +3%
DAS
1036
Dynamic Advisor Solutions
Arizona
$4.95M +$150K +808 +3%
AAA
1037
Adams Asset Advisors
Texas
$4.95M -$673K -3,633 -12%
VAS
1038
Valicenti Advisory Services
New York
$4.91M -$38.3K -207 -0.8%
ADL
1039
Asset Dedication LLC
California
$4.91M +$145K +782 +3%
GWI
1040
Grace & White Inc
New York
$4.91M
Aristotle Capital Management
1041
Aristotle Capital Management
California
$4.9M -$1.11M -6,000 -18%
BKA
1042
Brick & Kyle Associates
Pennsylvania
$4.9M +$18.8K +101 +0.4%
STC
1043
Sarah T. Connolly
$4.9M +$370 +2 +0%
JWCA
1044
J.W. Coons Advisors
Ohio
$4.89M
QPBE
1045
Quintet Private Bank (Europe)
Luxembourg
$4.88M +$387K +2,087 +9%
IFAM
1046
Institutional & Family Asset Management
Colorado
$4.88M -$2.41K -13 -0%
MWM
1047
Moran Wealth Management
Florida
$4.87M -$1.29M -6,966 -21%
BO
1048
Bank OZK
Arkansas
$4.86M -$343K -1,854 -7%
PI
1049
Pettee Investors
Connecticut
$4.86M -$70.2K -379 -1%
DWT
1050
Dorsey & Whitney Trust
South Dakota
$4.85M +$234K +1,266 +5%