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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 %
CAM
1976
Congress Asset Management
Massachusetts
$1.05M -$90M -529,913 -99%
MTIC
1977
Missouri Trust & Investment Company
Missouri
$1.05M +$18.7K +110 +2%
CA
1978
Cornerstone Advisory
Maryland
$1.05M -$17.3K -102 -2%
KA
1979
KLCM Advisors
Wisconsin
$1.05M -$2.89K -17 -0.3%
BFG
1980
Berger Financial Group
Minnesota
$1.05M -$41.9K -247 -4%
GB
1981
Goepper Burkhardt
South Carolina
$1.05M +$65.1K +388 +7%
CWM
1982
Chesapeake Wealth Management
Virginia
$1.04M -$4.08K -24 -0.4%
DAM
1983
Doheny Asset Management
California
$1.04M
HBT
1984
Heartland Bank & Trust
Illinois
$1.04M -$94.9K -559 -8%
MCM
1985
Magnolia Capital Management
New York
$1.04M
MA
1986
MBA Advisors
Pennsylvania
$1.04M +$849 +5 +0.1%
MWM
1987
MBE Wealth Management
Wisconsin
$1.04M -$90.9K -535 -8%
PFC
1988
Poplar Forest Capital
California
$1.04M
RSA
1989
River Street Advisors
Illinois
$1.04M +$69K +406 +7%
MTC
1990
Matrix Trust Company
Colorado
$1.04M +$4.25K +25 +0.4%
BWM
1991
Buckley Wealth Management
Nevada
$1.04M -$6.45K -38 -0.6%
WAG
1992
Winthrop Advisory Group
Massachusetts
$1.03M -$52.7K -310 -5%
PWP
1993
Precedent Wealth Partners
Texas
$1.03M +$1.03M +6,090 New
DI
1994
Diligent Investors
California
$1.03M +$18.7K +110 +2%
CAM
1995
Cidel Asset Management
Ontario, Canada
$1.03M +$1.03M +6,078 New
HBWM
1996
Hollow Brook Wealth Management
New York
$1.03M
SA
1997
Sunesis Advisors
Kansas
$1.03M
FPAS
1998
Focus Partners Advisor Solutions
Missouri
$1.03M -$2.23M -13,113 -68%
CP
1999
Canopy Partners
Ohio
$1.03M +$1.03M +6,008 New
PIA
2000
Pinion Investment Advisors
Kansas
$1.03M +$42.1K +248 +4%