PEP icon

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 %
PHIC
1701
Pine Haven Investment Counsel
Massachusetts
$1.56M +$11K +65 +0.7%
VBCG
1702
Valley Brook Capital Group
Pennsylvania
$1.56M -$17K -100 -1%
LWA
1703
Lineweaver Wealth Advisors
Ohio
$1.56M -$200K -1,178 -11%
NB
1704
Northwest Bancshares
Pennsylvania
$1.56M -$41.4K -244 -3%
PK
1705
Pflug Koory
Nebraska
$1.55M +$31.9K +188 +2%
NB
1706
Nicolet Bankshares
Wisconsin
$1.55M -$22.6K -133 -1%
FCP
1707
Fidelis Capital Partners
Florida
$1.55M +$188K +1,104 +14%
MW
1708
Marcum Wealth
Ohio
$1.55M +$49.1K +289 +3%
HH
1709
Hilltop Holdings
Texas
$1.54M +$34.6K +204 +2%
IW
1710
Imprint Wealth
South Carolina
$1.54M -$40.5K -237 -3%
MFS
1711
McNamara Financial Services
Massachusetts
$1.54M
AO
1712
Advisor OS
Illinois
$1.54M +$238K +1,401 +18%
CCM
1713
Chilton Capital Management
Texas
$1.54M +$272K +1,599 +21%
CWM
1714
Calamos Wealth Management
Illinois
$1.53M -$96.3K -567 -6%
SM
1715
Sciencast Management
New Jersey
$1.53M +$1.53M +9,023 New
WFI
1716
West Family Investments
California
$1.53M -$57.7K -340 -4%
LSPW
1717
Lake Street Private Wealth
Illinois
$1.53M -$50.6K -298 -3%
MCM
1718
Monarch Capital Management
Indiana
$1.52M -$9.23K -54 -0.6%
MIM
1719
Morningstar Investment Management
Illinois
$1.52M +$981K +5,778 +182%
MA
1720
MCF Advisors
Kentucky
$1.52M +$163K +955 +12%
KC
1721
Kingfisher Capital
North Carolina
$1.51M +$2.89K +17 +0.2%
EFIC
1722
Eliot Finkel Investment Counsel
California
$1.51M -$51.8K -305 -3%
EWM
1723
Elmwood Wealth Management
California
$1.51M -$870K -5,125 -37%
THWM
1724
Taylor Hoffman Wealth Management
Virginia
$1.5M +$26.5K +156 +2%
OA
1725
Oxbow Advisors
Texas
$1.5M +$1.02K +6 +0.1%