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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 %
MCM
1226
Monument Capital Management
Virginia
$3.3M -$236K -1,391 -7%
KC
1227
Kinloch Capital
Virginia
$3.3M -$96.9K -572 -3%
FFA
1228
Fragasso Financial Advisors
Pennsylvania
$3.3M +$192K +1,135 +6%
RCIM
1229
Red Cedar Investment Management
Michigan
$3.3M +$29.5K +174 +0.9%
LFAS
1230
Level Four Advisory Services
Texas
$3.29M -$197K -1,162 -6%
LIM
1231
Leavell Investment Management
Alabama
$3.28M -$16.4K -97 -0.5%
BFPW
1232
BOK Financial Private Wealth
Colorado
$3.28M -$397K -2,345 -11%
WA
1233
Wealth Alliance
New York
$3.28M +$18.3K +108 +0.6%
HAS
1234
HBW Advisory Services
California
$3.27M +$2.65M +15,652 +432%
GIA
1235
Gladstone Institutional Advisory
Florida
$3.25M -$34.7K -205 -1%
TSWM
1236
Triangle Securities Wealth Management
North Carolina
$3.25M +$19.7K +116 +0.6%
ACM
1237
Altrius Capital Management
North Carolina
$3.25M +$61.2K +361 +2%
FPAS
1238
Focus Partners Advisor Solutions
Missouri
$3.25M +$2.24M +13,220 +222%
GAM
1239
Griffin Asset Management
New York
$3.25M -$124K -732 -4%
HCM
1240
Hengehold Capital Management
Ohio
$3.24M -$1.36K -8 -0%
KA
1241
Keene & Associates
Texas
$3.24M +$65.2K +385 +2%
CG
1242
Caprock Group
Idaho
$3.24M +$166K +978 +5%
ECM
1243
Estabrook Capital Management
New York
$3.23M -$27.3K -161 -0.8%
QCG
1244
Quadrant Capital Group
Ohio
$3.22M -$53.7K -317 -2%
ST
1245
Somerset Trust
Pennsylvania
$3.22M -$5.76K -34 -0.2%
ATFA
1246
All Terrain Financial Advisors
Minnesota
$3.21M +$25.4K +150 +0.8%
GCIM
1247
Gunn & Company Investment Management
Florida
$3.21M +$3.21M +18,951 New
BIAS
1248
Beacon Investment Advisory Services
New Jersey
$3.21M -$27.3K -161 -0.8%
JWM
1249
Jupiter Wealth Management
Colorado
$3.19M +$517K +3,100 +19%
NSEDCP
1250
NJ State Employees Deferred Compensation Plan
New Jersey
$3.19M