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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
1051
Institutional & Family Asset Management
Colorado
$4.46M -$10.5K -62 -0.2%
PI
1052
Pettee Investors
Connecticut
$4.44M
CT
1053
Chicago Trust
Illinois
$4.42M +$179K +1,056 +4%
GWM
1054
Geneos Wealth Management
Colorado
$4.41M +$65.4K +386 +2%
WA
1055
Waverly Advisors
Alabama
$4.4M +$1.69M +9,970 +62%
SRC
1056
Shufro Rose & Co
New York
$4.4M
MA
1057
Mutual Advisors
Nebraska
$4.38M +$822K +4,854 +23%
BIC
1058
Beach Investment Counsel
Pennsylvania
$4.38M +$469K +2,769 +12%
CWS
1059
Confluence Wealth Services
Pennsylvania
$4.37M +$21.2K +125 +0.5%
PL
1060
Parkwood LLC
Ohio
$4.37M +$459K +2,708 +12%
QPBE
1061
Quintet Private Bank (Europe)
Luxembourg
$4.36M -$101K -594 -2%
EWA
1062
Exencial Wealth Advisors
Oklahoma
$4.35M -$234K -1,379 -5%
FGP
1063
Foyston, Gordon, & Payne
Ontario, Canada
$4.34M -$611K -3,608 -12%
DAM
1064
Diamant Asset Management
Connecticut
$4.34M +$508 +3 +0%
LCM
1065
LVM Capital Management
Michigan
$4.33M -$4.24K -25 -0.1%
TC
1066
TwinBeech Capital
New York
$4.31M +$4.31M +25,443 New
IIM
1067
Ipswich Investment Management
Massachusetts
$4.31M -$5.93K -35 -0.1%
BFO
1068
Biltmore Family Office
North Carolina
$4.3M -$1.19K -7 -0%
BC
1069
Burney Company
Virginia
$4.29M -$24.7K -146 -0.6%
Edgewood Management
1070
Edgewood Management
Connecticut
$4.28M -$1.36K -8 -0%
TFS
1071
Thoroughbred Financial Services
Tennessee
$4.28M +$1.71M +10,119 +67%
CAM
1072
Columbia Asset Management
Michigan
$4.28M +$37.3K +220 +0.9%
AMM
1073
American Money Management
California
$4.27M +$13K +77 +0.3%
SAM
1074
Smithbridge Asset Management
Pennsylvania
$4.26M -$1.19K -7 -0%
AF
1075
Arrow Financial
New York
$4.25M -$176K -1,040 -4%