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PepsiCo

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
OCG
2001
Opus Capital Group
Ohio
$852K -$3.67K -22 -0.4%
WCMN
2002
Westchester Capital Management (Nebraska)
Nebraska
$851K -$21K -126 -2%
AWA
2003
Alta Wealth Advisors
Massachusetts
$851K +$4.16K +25 +0.5%
AA
2004
Addison Advisors
Vermont
$850K -$45.7K -274 -5%
SKK
2005
Shepherd Kaplan Krochuk
Massachusetts
$850K
FSG
2006
Financial Strategies Group
Michigan
$849K +$183K +1,100 +28%
MMHP
2007
Murphy Middleton Hinkle & Parker
Georgia
$837K +$333 +2 +0%
TFF
2008
The Family Firm
Maryland
$837K +$432K +2,589 +106%
KIG
2009
Kowal Investment Group
Wisconsin
$836K +$227K +1,359 +37%
WA
2010
Waddell & Associates
Tennessee
$835K +$2.33K +14 +0.3%
CIA
2011
Cladis Investment Advisory
Montana
$833K
PAWC
2012
P.A.W. Capital
Connecticut
$833K
GA
2013
Geller Advisors
New York
$832K -$4.67K -28 -0.6%
TFO
2014
Tarbox Family Office
California
$831K +$735K +4,409 +761%
9WM
2015
9258 Wealth Management
Ohio
$830K -$12.8K -77 -2%
WAM
2016
Weatherly Asset Management
California
$829K +$500 +3 +0.1%
PCP
2017
Proficio Capital Partners
Massachusetts
$827K +$41.2K +247 +5%
PCM
2018
Perritt Capital Management
Illinois
$825K -$5.83K -35 -0.7%
LIA
2019
LBMC Investment Advisors
Tennessee
$818K -$11.3K -68 -1%
ICP
2020
Ironvine Capital Partners
Nebraska
$817K
CSPAM
2021
Cary Street Partners Asset Management
Virginia
$815K +$500 +3 +0.1%
PPWM
2022
Paragon Private Wealth Management
Kentucky
$814K +$262K +1,574 +48%
GFS
2023
GYL Financial Synergies
Connecticut
$813K -$14K -84 -2%
APWA
2024
Atlas Private Wealth Advisors
New Jersey
$809K -$109K -657 -12%
SLT
2025
St Louis Trust
Missouri
$808K