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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 %
CSUI
1876
Cincinnati Specialty Underwriters Insurance
Ohio
$1.19M
SAM
1877
Summit Asset Management
Tennessee
$1.19M -$9.34K -55 -0.8%
BWG
1878
Boomfish Wealth Group
Georgia
$1.19M +$1.19M +6,995 New
PMSA
1879
Patrick M. Sweeney & Associates
Illinois
$1.19M +$1.19M +6,993 New
CIP
1880
Convergence Investment Partners
Florida
$1.19M +$704K +4,141 +146%
SPWM
1881
Schrum Private Wealth Management
Florida
$1.19M -$445K -2,622 -27%
QCIG
1882
Quad-Cities Investment Group
Iowa
$1.19M +$8.12K +48 +0.7%
AWC
1883
Adamsbrown Wealth Consultants
Kansas
$1.18M +$44.2K +260 +4%
SSA
1884
Schonfeld Strategic Advisors
New York
$1.18M +$1.18M +6,968 New
EFG
1885
Everhart Financial Group
Ohio
$1.18M -$111K -654 -9%
OPA
1886
Old Port Advisors
Maine
$1.18M -$41.4K -244 -3%
ABP
1887
Arthur B. Page
$1.17M -$146K -860 -11%
PMIA
1888
Patrick Mauro Investment Advisor
Illinois
$1.17M +$11.2K +66 +1%
CAS
1889
Coppell Advisory Solutions
Texas
$1.17M +$476K +2,801 +68%
ACI
1890
Alpha Cubed Investments
California
$1.17M +$112K +661 +11%
ECM
1891
Elgethun Capital Management
South Dakota
$1.17M +$5.78K +34 +0.5%
VCP
1892
Verus Capital Partners
Arizona
$1.17M -$45.3K -267 -4%
RFA
1893
Resurgent Financial Advisors
Georgia
$1.17M -$36K -212 -3%
LSA
1894
Lion Street Advisors
Texas
$1.16M -$171K -1,004 -13%
FG
1895
Foster Group
Iowa
$1.16M
CGFA
1896
Colton Groome Financial Advisors
North Carolina
$1.16M +$302K +1,780 +35%
NFG
1897
Nadler Financial Group
Illinois
$1.16M
VWA
1898
VERITY Wealth Advisors
United States
$1.15M -$8.49K -50 -0.7%
MLA
1899
MB, Levis & Associates
Pennsylvania
$1.15M +$6.28K +37 +0.5%
CWM
1900
Cahaba Wealth Management
Georgia
$1.15M -$355K -2,091 -24%