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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 %
BHIC
1926
Bassett Hargrove Investment Counsel
Delaware
$1.14M
WSCM
1927
Wellington Shields Capital Management
New York
$1.14M +$185 +1 +0%
CA
1928
Cornerstone Advisory
Maryland
$1.14M +$21.1K +114 +2%
LSA
1929
Lion Street Advisors
Texas
$1.14M +$171K +1,061 +18%
SW
1930
SkyOak Wealth
Michigan
$1.13M
MCM
1931
Magnolia Capital Management
New York
$1.13M
IWM
1932
Integris Wealth Management
California
$1.13M -$18.3K -99 -2%
MA
1933
MBA Advisors
Pennsylvania
$1.13M +$13.5K +73 +1%
PFC
1934
Poplar Forest Capital
California
$1.13M
FSA
1935
Fort Sheridan Advisors
Illinois
$1.13M
XWM
1936
Xcel Wealth Management
Florida
$1.12M -$1.34M -7,239 -54%
SIC
1937
Sterling Investment Counsel
New York
$1.12M -$19.4K -105 -2%
NERM
1938
New England Research & Management
Illinois
$1.12M
SIA
1939
Schear Investment Advisers
Ohio
$1.12M +$119K +641 +12%
CRWM
1940
Castle Rock Wealth Management
California
$1.11M -$1.12K -6 -0.1%
EB
1941
Exchange Bank
California
$1.11M +$1.11M +5,999 New
BWM
1942
Baystate Wealth Management
Massachusetts
$1.11M +$63.2K +341 +6%
WAM
1943
WealthTrust Asset Management
Florida
$1.11M +$14.6K +79 +1%
GC
1944
Garde Capital
Washington
$1.11M +$521K +2,811 +89%
TP
1945
Tranquility Partners
Tennessee
$1.11M +$1.3K +7 +0.1%
DI
1946
Diligent Investors
California
$1.1M +$143K +773 +15%
FPAS
1947
Focus Partners Advisor Solutions
Missouri
$1.1M -$440K -2,377 -29%
JGIA
1948
Jackson Grant Investment Advisers
Connecticut
$1.1M +$14.8K +80 +1%
KA
1949
KLCM Advisors
Wisconsin
$1.1M +$56.7K +306 +5%
PSFG
1950
Prairie Sky Financial Group
Illinois
$1.1M +$1.1M +5,913 New