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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 %
SMA
1976
Sage Mountain Advisors
Georgia
$1M +$176K +1,041 +21%
CWP
1977
Curated Wealth Partners
California
$1,000K -$77.1K -455 -7%
EB
1978
Exchange Bank
California
$999K -$17.3K -102 -2%
KTM
1979
Keeler Thomas Management
Utah
$997K -$421K -2,484 -30%
PCS
1980
Personal CFO Solutions
New Jersey
$995K +$13.4K +79 +1%
SIA
1981
Schear Investment Advisers
Ohio
$994K -$28.3K -167 -3%
SW
1982
SteelPeak Wealth
California
$993K -$697K -4,111 -41%
CA
1983
Claar Advisors
New York
$991K +$25.4K +150 +3%
GB
1984
Goepper Burkhardt
South Carolina
$991K
BC
1985
Belmont Capital
California
$991K +$964K +5,690 +3,624%
PCP
1986
Proficio Capital Partners
Massachusetts
$989K +$38K +224 +4%
SMWM
1987
Silvia McColl Wealth Management
California
$988K
FWM
1988
Forza Wealth Management
Florida
$987K +$25.4K +150 +3%
FHC
1989
First Heartland Consultants
Missouri
$984K +$509 +3 +0.1%
PIA
1990
Pinion Investment Advisors
Kansas
$983K +$39.5K +233 +4%
BA
1991
Ballast Advisors
Minnesota
$982K +$345K +2,034 +54%
MME
1992
Meag Munich Ergo
Germany
$982K +$698K +4,119 +245%
AFT
1993
Alpha Family Trust
California
$981K -$374K -2,205 -28%
IWM
1994
Iams Wealth Management
Nebraska
$980K +$980K +5,786 New
SIC
1995
Sterling Investment Counsel
New York
$979K -$46.1K -272 -4%
AWG
1996
Altus Wealth Group
Colorado
$978K -$16.1K -95 -2%
WFM
1997
Wolff Financial Management
Michigan
$977K +$977K +5,767 New
CFG
1998
Carr Financial Group
Massachusetts
$977K +$37K +222 +4%
WB
1999
West Bancorporation
Iowa
$976K +$1.86K +11 +0.2%
FSA
2000
Franklin Street Advisors
North Carolina
$973K +$50.8K +300 +6%