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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 %
WCA
1551
Westover Capital Advisors
Delaware
$2.02M +$285K +1,541 +16%
ZB
1552
Zions Bancorporation
Utah
$2.02M +$221K +1,192 +12%
AG
1553
Algert Global
California
$2.02M
GFPC
1554
Global Financial Private Client
Florida
$2.02M -$443K -2,387 -18%
GL
1555
GHE LLC
Tennessee
$2.02M -$5.37K -29 -0.3%
AWM
1556
Accel Wealth Management
Iowa
$2.01M +$30.7K +166 +2%
AWM
1557
Angeles Wealth Management
California
$2M +$38.2K +206 +2%
H
1558
HoyleCohen
California
$1.99M -$3.7K -20 -0.2%
PWG
1559
Portside Wealth Group
Utah
$1.99M +$1.99M +10,749 New
SFP
1560
Sweet Financial Partners
Minnesota
$1.99M +$443K +2,392 +29%
PHIMC
1561
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$30.6K -165 -2%
NSB
1562
Norway Savings Bank
Maine
$1.99M +$77.8K +420 +4%
AWM
1563
Avitas Wealth Management
California
$1.98M -$13.3K -72 -0.7%
DI
1564
DAGCO Inc
Ohio
$1.98M +$370 +2 +0%
CPIG
1565
Chicago Partners Investment Group
Illinois
$1.98M +$204K +1,083 +12%
HIC
1566
Holderness Investments Company
North Carolina
$1.97M +$49.3K +266 +3%
AO
1567
Advisor OS
Illinois
$1.96M -$354K -1,913 -15%
LT
1568
Legacy Trust
Michigan
$1.96M
JE
1569
JMAC Enterprises
Pennsylvania
$1.96M -$142K -767 -7%
CWM
1570
Curi Wealth Management
North Carolina
$1.96M -$6.48K -35 -0.3%
AAM
1571
Ascension Asset Management
New York
$1.96M +$1.96M +10,580 New
HIP
1572
HUB Investment Partners
Texas
$1.96M +$403K +2,174 +26%
NP
1573
NorthRock Partners
Minnesota
$1.96M -$102K -550 -5%
CC
1574
Cadinha & Co
Hawaii
$1.95M +$5.93K +32 +0.3%
FDCC
1575
Foster Dykema Cabot & Co
Massachusetts
$1.95M +$35.6K +192 +2%