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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
PFC
1951
Poplar Forest Capital
California
$1.04M
FSA
1952
Fort Sheridan Advisors
Illinois
$1.03M
FMTC
1953
Farmers & Merchants Trust Company
California
$1.03M -$25.9K -153 -2%
MTC
1954
Matrix Trust Company
Colorado
$1.03M +$1.03M +6,082 New
BCM
1955
Brasada Capital Management
Texas
$1.03M -$138K -853 -12%
MTIC
1956
Missouri Trust & Investment Company
Missouri
$1.03M +$31.7K +187 +3%
TFA
1957
Transamerica Financial Advisors
Florida
$1.03M -$33.9K -200 -3%
SA
1958
Sunesis Advisors
Kansas
$1.03M +$1.03M +6,056 New
WCM
1959
Wunderlich Capital Managemnt
Tennessee
$1.02M +$20.5K +121 +2%
HBWM
1960
Hollow Brook Wealth Management
New York
$1.02M -$60.7K -358 -6%
PWA
1961
Provenance Wealth Advisors
Florida
$1.02M +$1.02M +6,004 New
GC
1962
Garde Capital
Washington
$1.02M +$5.08K +30 +0.5%
MIC
1963
Meridian Investment Counsel
California
$1.02M -$38.6K -228 -4%
MWM
1964
Marion Wealth Management
Pennsylvania
$1.01M +$50.7K +299 +5%
WAM
1965
WealthTrust Asset Management
Florida
$1.01M +$1.36K +8 +0.1%
DI
1966
Diligent Investors
California
$1.01M +$1.36K +8 +0.1%
JGIA
1967
Jackson Grant Investment Advisers
Connecticut
$1.01M +$4.74K +28 +0.5%
BW
1968
Bison Wealth
Georgia
$1.01M -$137K -809 -12%
AA
1969
Addison Advisors
Vermont
$1.01M +$24.4K +144 +2%
TP
1970
Tranquility Partners
Tennessee
$1.01M -$5.59K -33 -0.6%
OWM
1971
OneAscent Wealth Management
Alabama
$1.01M +$1.01M +5,896 New
OQS
1972
Occudo Quantitative Strategies
Florida
$1M +$1M +5,930 New
SW
1973
SkyOak Wealth
Michigan
$1M -$33.5K -198 -3%
TFA
1974
Triad Financial Advisors
North Carolina
$1M +$30.2K +178 +3%
PSFG
1975
Prairie Sky Financial Group
Illinois
$1M