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PepsiCo

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
2001
Hennion & Walsh Asset Management
New Jersey
$997K +$581K +3,214 +139%
VCP
2002
Verus Capital Partners
Arizona
$996K -$31.8K -176 -3%
MPPLM
2003
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$996K +$76.8K +425 +8%
EFI
2004
EHP Funds Inc
Canada
$986K +$65K +360 +7%
SBL
2005
Sargent Bickham Lagudis
Colorado
$986K -$33.4K -185 -3%
CWP
2006
Concord Wealth Partners
Virginia
$984K -$353K -1,955 -26%
SCI
2007
Stableford Capital II
Arizona
$980K -$19K -106 -2%
MC
2008
McMorgan & Co
California
$979K -$4.52K -25 -0.5%
MSWM
2009
McGlone Suttner Wealth Management
Wisconsin
$978K +$978K +5,411 New
COCM
2010
Charter Oak Capital Management
New Hampshire
$977K +$8.67K +48 +0.9%
MWM
2011
Marion Wealth Management
Pennsylvania
$974K +$124K +686 +15%
OCM
2012
One Capital Management
California
$974K -$39K -216 -4%
VHAM
2013
Van Hulzen Asset Management
California
$973K -$3.43K -19 -0.4%
S
2014
SimplyRich
California
$973K
CCA
2015
Cottonwood Capital Advisors
Utah
$972K -$3.61K -20 -0.4%
FWM
2016
Forza Wealth Management
Florida
$967K +$967K +5,354 New
SFP
2017
Shepherd Financial Partners
Massachusetts
$965K +$17.7K +98 +2%
DF
2018
Donoghue Forlines
Massachusetts
$961K +$472K +2,611 +96%
REMPR
2019
Roof Eidam Maycock Peralta (REMP)
California
$960K -$43.4K -240 -4%
ISWM
2020
Independent Solutions Wealth Management
New York
$960K +$26.7K +148 +3%
CWA
2021
CM Wealth Advisors
Ohio
$958K
B
2022
Barings
North Carolina
$957K -$5.6K -31 -0.6%
SIA
2023
Schear Investment Advisers
Ohio
$956K +$956K +5,292 New
IIC
2024
Integrated Investment Consultants
Michigan
$955K +$32.2K +178 +3%
EA
2025
Emerald Advisors
Washington
$952K -$20.8K -115 -2%