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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 %
KA
1476
Kovack Advisors
Florida
$2.32M +$200K +1,082 +9%
TW
1477
TrinityPoint Wealth
Connecticut
$2.31M +$150K +810 +7%
CWP
1478
Cyndeo Wealth Partners
Florida
$2.31M +$17.8K +96 +0.8%
CIAS
1479
CFS Investment Advisory Services
New Jersey
$2.3M +$2.3M +12,430 New
PWA
1480
Providence Wealth Advisors
Illinois
$2.3M -$68.7K -368 -3%
TWA
1481
TCI Wealth Advisors
Arizona
$2.3M -$75.8K -409 -3%
SCA
1482
Stonebridge Capital Advisors
Minnesota
$2.3M -$36.7K -198 -2%
SSI
1483
Scott & Selber Inc
Texas
$2.3M -$49.5K -267 -2%
OA
1484
Oak Associates
Ohio
$2.29M -$289K -1,560 -11%
SIM
1485
Studio Investment Management
Illinois
$2.29M +$73.3K +396 +3%
DA
1486
Dover Advisors
Virginia
$2.29M -$103K -558 -4%
NEAM
1487
New England Asset Management
Connecticut
$2.29M
LF
1488
Lantz Financial
Illinois
$2.28M -$2.96K -16 -0.1%
MBT
1489
Montecito Bank & Trust
California
$2.28M -$4.26K -23 -0.2%
CWP
1490
Concord Wealth Partners
Virginia
$2.27M +$1.01M +5,471 +80%
USCWA
1491
U.S. Capital Wealth Advisors
Texas
$2.27M +$205K +1,106 +10%
PEA
1492
Park Edge Advisors
Ohio
$2.26M -$154K -833 -6%
ACS
1493
Archford Capital Strategies
Illinois
$2.26M -$96.2K -504 -4%
CNFG
1494
Creegan & Nassoura Financial Group
New Hampshire
$2.24M -$18.2K -98 -0.8%
NW
1495
Naviter Wealth
Arkansas
$2.23M +$564K +3,045 +34%
ACM
1496
Allred Capital Management
Texas
$2.23M -$165K -891 -7%
OC
1497
Oarsman Capital
Wisconsin
$2.23M -$75.2K -406 -3%
MFG
1498
Magnus Financial Group
New York
$2.23M +$91.3K +493 +4%
MSCM
1499
McElhenny Sheffield Capital Management
Texas
$2.22M +$634K +3,422 +40%
FIM
1500
Freedom Investment Management
Connecticut
$2.21M +$233K +1,258 +12%