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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 %
MAM
1401
Mystic Asset Management
Rhode Island
$2.49M -$45.7K -270 -2%
JHCP
1402
Jackson Hole Capital Partners
Oklahoma
$2.49M -$3.68M -21,733 -60%
OF
1403
Outfitter Financial
Maine
$2.49M -$17.8K -105 -0.7%
AWCI
1404
Alpine Woods Capital Investors
New York
$2.48M -$619K -3,652 -20%
LKIM
1405
Lawson Kroeker Investment Management
Nebraska
$2.48M -$508 -3 -0%
OPW
1406
Oxler Private Wealth
New York
$2.47M -$2.37K -14 -0.1%
IF
1407
Intrua Financial
Texas
$2.46M -$99.1K -585 -4%
LWM
1408
Ledge Wealth Management
Minnesota
$2.46M +$238K +1,402 +11%
GWM
1409
Guardian Wealth Management
Illinois
$2.46M +$5.42K +32 +0.2%
AIM
1410
Aspen Investment Management
Michigan
$2.45M +$92.3K +545 +4%
TLP
1411
Trinity Legacy Partners
Texas
$2.45M -$2.87M -16,952 -54%
APIM
1412
Agate Pass Investment Management
Washington
$2.43M -$51.2K -302 -2%
FUBT
1413
First United Bank & Trust
Maryland
$2.43M -$60.1K -355 -2%
FFN
1414
Focus Financial Network
Minnesota
$2.42M +$40.5K +239 +2%
BHPW
1415
Beverly Hills Private Wealth
California
$2.42M -$1.49M -8,801 -38%
ACM
1416
Alta Capital Management
Utah
$2.4M +$3.56K +21 +0.1%
ZIC
1417
ZWJ Investment Counsel
Georgia
$2.39M +$85.1K +502 +4%
FAIM
1418
Financial Advocates Investment Management
Washington
$2.39M +$8.13K +48 +0.3%
SWA
1419
SFMG Wealth Advisors
Texas
$2.39M -$122K -718 -5%
GRQ
1420
Gardner Russo & Quinn
Pennsylvania
$2.38M -$2.54K -15 -0.1%
EFH
1421
Eaton Financial Holdings
Florida
$2.38M +$1.76M +10,396 +285%
EM
1422
Excalibur Management
Massachusetts
$2.38M +$847 +5 +0%
CCG
1423
Ceeto Capital Group
Florida
$2.38M +$50.8K +300 +2%
MFG
1424
MidWestOne Financial Group
Iowa
$2.37M -$579K -3,415 -20%
EWM
1425
Elmwood Wealth Management
California
$2.37M -$169 -1 -0%