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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 %
FFA
1701
Founders Financial Alliance
North Carolina
$1.56M +$177K +956 +13%
LWM
1702
Lionsbridge Wealth Management
Florida
$1.56M -$51.1K -276 -3%
CIAS
1703
Capital Investment Advisory Services
North Carolina
$1.56M +$82.1K +443 +6%
MWA
1704
Moser Wealth Advisors
Washington
$1.56M +$1.56M +8,408 New
PWC
1705
PYA Waltman Capital
Tennessee
$1.56M +$404K +2,198 +35%
SIG
1706
Sargent Investment Group
Maryland
$1.55M +$12K +65 +0.8%
NHC
1707
Nicholas Hoffman & Company
Georgia
$1.55M -$494K -2,669 -24%
JWM
1708
Jeppson Wealth Management
California
$1.55M -$53.7K -290 -3%
LIM
1709
Loudon Investment Management
New Hampshire
$1.55M -$34.3K -185 -2%
SHA
1710
Seneca House Advisors
Virginia
$1.55M -$62.2K -336 -4%
KTM
1711
Keeler Thomas Management
Utah
$1.55M -$467K -2,519 -23%
SF
1712
Summit Financial
New Jersey
$1.55M +$1.02M +5,481 +190%
SWA
1713
ShankerValleau Wealth Advisors
Illinois
$1.54M -$128K -690 -8%
OCA
1714
Otter Creek Advisors
Florida
$1.54M -$1.19M -6,400 -44%
PSB
1715
Piscataqua Savings Bank
New Hampshire
$1.54M -$59.5K -321 -4%
GLR
1716
Great Lakes Retirement
Ohio
$1.54M +$4.82K +26 +0.3%
BIP
1717
Blueprint Investment Partners
North Carolina
$1.53M -$327K -1,763 -18%
PP
1718
PDS Planning
Ohio
$1.53M +$76.3K +412 +5%
MCA
1719
MSH Capital Advisors
Arizona
$1.53M +$653K +3,528 +75%
GAM
1720
Gould Asset Management
California
$1.53M -$21.3K -115 -1%
CWA
1721
CM Wealth Advisors
Ohio
$1.52M -$1.5M -7,898 -50%
SXL
1722
Summit X LLC
Missouri
$1.52M -$2.97K -16 -0.2%
CPA
1723
Court Place Advisors
Maryland
$1.52M +$185 +1 +0%
AWM
1724
Aberdeen Wealth Management
Illinois
$1.52M -$23.9K -129 -2%
HH
1725
Hilltop Holdings
Texas
$1.52M +$20.6K +111 +1%