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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 %
QPBE
1051
Quintet Private Bank (Europe)
Luxembourg
$4.59M +$220K +1,294 +5%
LCM
1052
LVM Capital Management
Michigan
$4.58M +$245K +1,442 +6%
AAMA
1053
Advanced Asset Management Advisors
Ohio
$4.58M
BKA
1054
Brick & Kyle Associates
Pennsylvania
$4.58M -$849 -5 -0%
VAS
1055
Valicenti Advisory Services
New York
$4.57M -$101K -595 -2%
ACM
1056
Advisors Capital Management
New Jersey
$4.56M -$365K -2,151 -7%
AAA
1057
Adams Asset Advisors
Texas
$4.54M
HSA
1058
HBK Sorce Advisory
Pennsylvania
$4.54M -$837K -4,928 -16%
CB
1059
Cadence Bank
Mississippi
$4.52M -$22.9K -135 -0.5%
MMG
1060
Monetary Management Group
Missouri
$4.52M -$106K -625 -2%
KFS
1061
Kurt F. Somerville
$4.52M -$39.1K -230 -0.9%
RIA
1062
Regal Investment Advisors
Michigan
$4.51M +$289K +1,703 +7%
EWA
1063
Exencial Wealth Advisors
Oklahoma
$4.51M +$151K +892 +3%
FA
1064
FDx Advisors
Illinois
$4.49M -$1.51M -8,891 -25%
RDWM
1065
Red Door Wealth Management
Tennessee
$4.46M +$278K +1,637 +7%
NS
1066
NBC Securities
Alabama
$4.46M -$64.9K -382 -1%
IWM
1067
IHT Wealth Management
Illinois
$4.44M -$463K -2,727 -9%
FGP
1068
Foyston, Gordon, & Payne
Ontario, Canada
$4.44M +$87.8K +517 +2%
GWI
1069
Grace & White Inc
New York
$4.43M -$67.9K -400 -2%
PI
1070
Pettee Investors
Connecticut
$4.43M -$21.2K -125 -0.5%
HI
1071
Harbour Investments
Wisconsin
$4.43M +$306K +1,799 +7%
HIA
1072
Harbor Investment Advisory
Maryland
$4.43M +$656K +3,861 +17%
ADL
1073
Asset Dedication LLC
California
$4.42M -$299K -1,753 -6%
SRC
1074
Shufro Rose & Co
New York
$4.4M
DAM
1075
Diamant Asset Management
Connecticut
$4.39M +$42K +247 +1%