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PepsiCo

2,990 hedge funds and large institutions have $162B invested in PepsiCo in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 1,307 increasing their positions, 1,169 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,990
Holders Change
-8
Holders Change %
-0.27%
% of All Funds
51.7%
Holding in Top 10
259
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+7.92%
% of All Funds
4.48%
New
128
Increased
1,307
Reduced
1,169
Closed
96
Calls
$1.51B
Puts
$1.5B
Net Calls
+$4.44M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
WCMN
2001
Westchester Capital Management (Nebraska)
Nebraska
$829K -$4.9K -30 -0.6%
PCP
2002
Proficio Capital Partners
Massachusetts
$829K +$10.9K +66 +1%
IPAM
2003
ICICI Prudential Asset Management
India
$827K +$154K +943 +23%
LPT
2004
Legacy Private Trust
Wisconsin
$822K -$26.1K -160 -3%
TRIA
2005
Trail Ridge Investment Advisors
Colorado
$821K -$39.7K -223 -5%
MMHP
2006
Murphy Middleton Hinkle & Parker
Georgia
$820K +$327 +2 +0%
TFF
2007
The Family Firm
Maryland
$817K -$2.61K -16 -0.3%
CIA
2008
Cladis Investment Advisory
Montana
$816K
PAWC
2009
P.A.W. Capital
Connecticut
$816K
WAM
2010
Weatherly Asset Management
California
$813K +$327 +2 +0%
OFG
2011
OmniStar Financial Group
North Carolina
$811K -$375K -2,300 -32%
APWA
2012
Atlas Private Wealth Advisors
New Jersey
$811K +$18.1K +111 +2%
AWA
2013
Arkadios Wealth Advisors
Georgia
$810K +$92.4K +566 +13%
EFL
2014
ERn Financial LLC
Wisconsin
$808K +$34.6K +212 +4%
LIA
2015
LBMC Investment Advisors
Tennessee
$803K +$1.8K +11 +0.2%
ICP
2016
Ironvine Capital Partners
Nebraska
$800K
CSPAM
2017
Cary Street Partners Asset Management
Virginia
$800K +$1.14K +7 +0.1%
CTFG
2018
Capstone Triton Financial Group
Oklahoma
$800K +$28.7K +176 +4%
TAM
2019
Trillium Asset Management
Massachusetts
$800K +$49K +300 +7%
SPC
2020
Stewart & Patten Company
California
$798K +$74.1K +454 +10%
GA
2021
GraniteShares Advisors
New York
$798K +$798K +4,889 New
DA
2022
DSC Advisors
Illinois
$797K -$251K -1,536 -24%
PCM
2023
Perritt Capital Management
Illinois
$796K -$12.4K -76 -2%
SWMP
2024
Signature Wealth Management Partners
New Jersey
$792K +$16.2K +99 +2%
9WM
2025
9258 Wealth Management
Ohio
$790K -$23K -141 -3%