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PepsiCo

3,315 hedge funds and large institutions have $169B invested in PepsiCo in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,343 increasing their positions, 1,411 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,315
Holders Change
+21
Holders Change %
+0.64%
% of All Funds
47.95%
Holding in Top 10
74
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.85%
% of All Funds
1.07%
New
187
Increased
1,343
Reduced
1,411
Closed
124
Calls
$2.08B
Puts
$2.01B
Net Calls
+$67.4M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
FM
1976
Foster & Motley
Ohio
$1.02M -$5.44K -32 -0.5%
EFL
1977
ERn Financial LLC
Wisconsin
$1.02M -$10.7K -63 -1%
TCBWMS
1978
Texas Capital Bank Wealth Management Services
Texas
$1.02M +$36.6K +215 +4%
PIP
1979
Peachtree Investment Partners
Florida
$1.02M -$199K -1,171 -16%
FMTC
1980
Farmers & Merchants Trust Company
California
$1.02M +$89.3K +525 +10%
WFM
1981
Wolff Financial Management
Michigan
$1.02M +$1.02M +5,983 New
PWA
1982
Primoris Wealth Advisors
Florida
$1.02M +$161K +748 +19%
CFO
1983
Callan Family Office
Pennsylvania
$1.02M +$69.2K +407 +7%
OWM
1984
OneAscent Wealth Management
Alabama
$1.01M +$1.01M +5,962 New
QCIG
1985
Quad-Cities Investment Group
Iowa
$1.01M -$154K -904 -13%
PIM
1986
Profit Investment Management
Maryland
$1.01M
WAM
1987
Weatherly Asset Management
California
$1.01M +$164K +966 +19%
RCWM
1988
Royal Capital Wealth Management
Indiana
$1.01M -$12.6K -74 -1%
BWM
1989
Buckley Wealth Management
Nevada
$1.01M +$31.6K +186 +3%
FSA
1990
Franklin Street Advisors
North Carolina
$1.01M -$54.9K -323 -5%
SIG
1991
Sargent Investment Group
Maryland
$1.01M +$56.5K +332 +6%
WCM Investment Management
1992
WCM Investment Management
California
$1.01M +$774K +4,551 +329%
ADIM
1993
Alpha DNA Investment Management
Maryland
$1.01M -$28.7K -169 -3%
CWP
1994
Curated Wealth Partners
California
$1.01M -$247K -1,455 -20%
HWA
1995
Heartwood Wealth Advisors
Virginia
$1.01M -$17K -100 -2%
EIM
1996
Essex Investment Management
Massachusetts
$1.01M
BTC
1997
Bank & Trust Company
Illinois
$1M -$3.74K -22 -0.4%
WAG
1998
Winthrop Advisory Group
Massachusetts
$1M -$13.9K -82 -1%
PCS
1999
Personal CFO Solutions
New Jersey
$1M -$61.7K -363 -6%
CC
2000
Callan Capital
California
$1M +$64.5K +379 +7%