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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 %
CFCI
1826
Comprehensive Financial Consultants Institutional
Indiana
$1.29M +$27.9K +164 +2%
FMLI
1827
Fukoku Mutual Life Insurance
Japan
$1.29M +$84.9K +500 +7%
GWA
1828
Gratus Wealth Advisors
Virginia
$1.29M +$1.29M +7,581 New
1IA
1829
1834 Investment Advisors
Wisconsin
$1.29M -$58.9K -347 -4%
ZIG
1830
Zullo Investment Group
Pennsylvania
$1.28M +$25.5K +150 +2%
MIM
1831
MTM Investment Management
South Carolina
$1.28M -$510 -3 -0%
AC
1832
Apella Capital
Connecticut
$1.27M +$91.7K +535 +8%
JWM
1833
Jeppson Wealth Management
California
$1.27M +$4.59K +27 +0.4%
MA
1834
MONECO Advisors
Connecticut
$1.27M +$422K +2,483 +50%
WP
1835
WealthSource Partners
California
$1.27M -$132K -780 -9%
SAM
1836
SignalPoint Asset Management
Missouri
$1.27M +$99K +583 +8%
CPA
1837
Capital Planning Advisors
California
$1.26M +$592K +3,486 +88%
1IA
1838
1620 Investment Advisors
Massachusetts
$1.26M +$98.3K +579 +8%
MC
1839
Maverick Capital
Texas
$1.26M -$864K -5,089 -41%
DTC
1840
Davidson Trust Company
Washington
$1.26M -$3.23K -19 -0.3%
APW
1841
Acima Private Wealth
Virginia
$1.26M -$13.2K -78 -1%
FWA
1842
FSM Wealth Advisors
Ohio
$1.26M +$504K +2,967 +67%
IA
1843
Insight Advisors
Pennsylvania
$1.25M +$9K +53 +0.7%
QIM
1844
Quest Investment Management
Oregon
$1.25M -$10.8M -63,805 -90%
TCBWMS
1845
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$54K +318 +5%
HVP
1846
Hudson Value Partners
Florida
$1.25M
LCM
1847
LCM Capital Management
Illinois
$1.25M -$2.55K -15 -0.2%
PEA
1848
Park Edge Advisors
Ohio
$1.24M -$487K -2,867 -28%
SFP
1849
Shepherd Financial Partners
Massachusetts
$1.24M +$18.3K +108 +1%
PWA
1850
Providence Wealth Advisors
Illinois
$1.24M +$898K +32,800 +264%