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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 %
FB
1201
Fulton Bank
Pennsylvania
$3.7M +$596K +3,218 +19%
WPW
1202
Waldron Private Wealth
Pennsylvania
$3.69M -$186K -1,005 -5%
BSA
1203
Bull Street Advisors
Georgia
$3.69M -$19.1K -103 -0.5%
GAM
1204
Griffin Asset Management
New York
$3.69M -$5.93K -32 -0.2%
DI
1205
DFPG Investments
Utah
$3.68M +$92.2K +495 +3%
RCA
1206
Resonant Capital Advisors
Wisconsin
$3.68M +$264K +1,428 +8%
AL
1207
Aspiriant LLC
California
$3.65M -$91.1K -492 -2%
PG
1208
Patten Group
Tennessee
$3.63M -$11.3K -61 -0.3%
LIM
1209
Leavell Investment Management
Alabama
$3.61M -$15.6K -84 -0.4%
OAM
1210
Oak Asset Management
California
$3.6M +$7.41K +40 +0.2%
GIA
1211
Gladstone Institutional Advisory
Florida
$3.6M -$364K -1,963 -9%
BWAM
1212
Boyd Watterson Asset Management
Ohio
$3.59M +$185 +1 +0%
QCG
1213
Quadrant Capital Group
Ohio
$3.58M -$3.15K -17 -0.1%
CSA
1214
Cottage Street Advisors
Massachusetts
$3.58M -$11.5K -62 -0.3%
IIA
1215
ICW Investment Advisors
Arizona
$3.58M +$27.8K +150 +0.8%
BTWM
1216
Baker Tilly Wealth Management
Wisconsin
$3.57M -$88.4K -477 -2%
MP
1217
McDonald Partners
Ohio
$3.57M -$88.5K -478 -2%
RCIM
1218
Red Cedar Investment Management
Michigan
$3.57M
WA
1219
Wealth Alliance
New York
$3.56M -$15.6K -84 -0.4%
ECM
1220
Estabrook Capital Management
New York
$3.56M -$45.9K -248 -1%
SP
1221
Symmetry Partners
Connecticut
$3.55M -$172K -930 -5%
HCM
1222
Hengehold Capital Management
Ohio
$3.55M +$3.15K +17 +0.1%
PAM
1223
Peak Asset Management
Colorado
$3.54M -$10.9M -58,946 -75%
BIAS
1224
Beacon Investment Advisory Services
New Jersey
$3.54M +$44.6K +241 +1%
TSWM
1225
Triangle Securities Wealth Management
North Carolina
$3.54M -$63.7K -344 -2%