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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 %
MAM
1401
Mystic Asset Management
Rhode Island
$2.59M +$95.1K +560 +4%
FBT
1402
First Bankers Trust
Kentucky
$2.59M +$29.7K +175 +1%
CWP
1403
Concord Wealth Partners
Virginia
$2.59M +$404K +2,378 +18%
OWA
1404
Octavia Wealth Advisors
Ohio
$2.59M +$23.4K +137 +0.9%
SIM
1405
Studio Investment Management
Illinois
$2.59M +$260K +1,531 +11%
EVM
1406
Evelyn V. Moreno
$2.58M -$5.4M -31,780 -68%
HFM
1407
Harvest Fund Management
China
$2.58M -$107K -635 -4%
APIM
1408
Agate Pass Investment Management
Washington
$2.57M +$133K +783 +5%
RA
1409
RFG Advisory
Alabama
$2.56M -$95.3K -561 -4%
FSC
1410
Full Sail Capital
Oklahoma
$2.56M -$379K -2,230 -13%
AWE
1411
Avidian Wealth Enterprises
Texas
$2.55M -$90K -530 -3%
CG
1412
CFO4Life Group
Texas
$2.53M -$89.8K -529 -3%
FWM
1413
Finer Wealth Management
Massachusetts
$2.52M +$340 +2 +0%
KIC
1414
Keating Investment Counselors
Florida
$2.51M -$38.2K -225 -1%
RAM
1415
Redmond Asset Management
Virginia
$2.51M +$1.35M +7,961 +117%
ICM
1416
IMS Capital Management
Oregon
$2.51M +$366K +2,155 +17%
BIM
1417
Baldwin Investment Management
Pennsylvania
$2.51M -$16.1K -95 -0.6%
ACM
1418
Alta Capital Management
Utah
$2.51M +$99.4K +585 +4%
EP
1419
Eudaimonia Partners
Tennessee
$2.5M +$536K +3,155 +27%
LWM
1420
Ledge Wealth Management
Minnesota
$2.5M +$32.8K +193 +1%
IBOK
1421
Independence Bank of Kentucky
Kentucky
$2.5M +$364K +2,145 +17%
OF
1422
Outfitter Financial
Maine
$2.5M +$3.4K +20 +0.1%
BL
1423
BFSG LLC
California
$2.49M -$129K -758 -5%
CI
1424
Cigna Investments
Connecticut
$2.49M -$15.3K -90 -0.6%
EHWM
1425
Eads & Heald Wealth Management
Georgia
$2.48M -$28K -165 -1%