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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 %
DAM
1601
Delta Asset Management
Tennessee
$1.86M -$8.15K -48 -0.4%
FIM
1602
Freedom Investment Management
Connecticut
$1.86M -$147K -863 -7%
ACM
1603
AlphaStar Capital Management
North Carolina
$1.86M +$786K +4,630 +73%
OCM
1604
Orleans Capital Management
Louisiana
$1.86M +$32.3K +190 +2%
RPCONE
1605
Retirement Planning Company of New England
Rhode Island
$1.86M +$64.9K +382 +4%
IP
1606
Investment Partners
Ohio
$1.85M -$32.8K -193 -2%
HIC
1607
Holderness Investments Company
North Carolina
$1.85M +$36.3K +214 +2%
ZB
1608
Zions Bancorporation
Utah
$1.84M +$44K +259 +2%
CCM
1609
Cox Capital Management
Massachusetts
$1.84M +$1.46M +8,582 +386%
JWA
1610
JFS Wealth Advisors
Pennsylvania
$1.83M -$19.9K -117 -1%
CP
1611
CenterBook Partners
Connecticut
$1.83M +$413K +2,434 +29%
CG
1612
Cynosure Group
Utah
$1.83M +$1.11M +6,554 +156%
APWA
1613
Atlas Private Wealth Advisors
New Jersey
$1.82M -$324K -1,908 -15%
NEAM
1614
New England Asset Management
Connecticut
$1.82M -$263K -1,547 -13%
WWM
1615
Wolff Wiese Magana
California
$1.81M -$1.19K -7 -0.1%
CPSC
1616
Carl P. Sherr & Co
Massachusetts
$1.81M +$633K +3,728 +54%
PCM
1617
Poehling Capital Management
Wisconsin
$1.8M -$67.9K -400 -4%
SNBOSCI
1618
Security National Bank of Sioux City Iowa
Iowa
$1.8M -$49.4K -291 -3%
AWM
1619
Avitas Wealth Management
California
$1.8M +$20.7K +122 +1%
BB
1620
Berkshire Bank
Massachusetts
$1.79M +$8.83K +52 +0.5%
PPWM
1621
Paragon Private Wealth Management
Kentucky
$1.79M +$138K +812 +8%
FCB
1622
First County Bank
Connecticut
$1.79M -$53.8K -317 -3%
AIM
1623
AHL Investment Management
Florida
$1.78M
OC
1624
Oakworth Capital
Alabama
$1.77M +$340K +2,000 +24%
AIC
1625
Archer Investment Corporation
Indiana
$1.77M -$38K -224 -2%