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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
2001
West Bancorporation
Iowa
$997K -$96.8K -531 -9%
PIMG
2002
Patriot Investment Management Group
Tennessee
$994K
PG
2003
Proffitt & Goodson
Tennessee
$994K -$19.9K -109 -2%
LA
2004
Lifeworks Advisors
Michigan
$993K +$36.1K +198 +4%
AWA
2005
Aaron Wealth Advisors
Illinois
$992K +$146K +803 +17%
WWP
2006
WR Wealth Planners
Missouri
$990K +$950K +5,210 +2,379%
PCP
2007
Proficio Capital Partners
Massachusetts
$988K +$28.3K +155 +3%
RIM
2008
Redwood Investment Management
Arizona
$987K +$645K +3,537 +188%
HDIM
2009
Hanson & Doremus Investment Management
Vermont
$985K -$63.8K -350 -6%
CST
2010
Charles Schwab Trust
Nevada
$983K -$37K -203 -4%
SIA
2011
Schear Investment Advisers
Ohio
$983K +$18K +99 +2%
AIM
2012
Aurora Investment Managers
Florida
$982K -$508K -2,789 -34%
S
2013
SimplyRich
California
$982K
CCA
2014
Cottonwood Capital Advisors
Utah
$980K -$729 -4 -0.1%
CFG
2015
Carr Financial Group
Massachusetts
$978K -$111K -610 -10%
FPCG
2016
Fort Pitt Capital Group
Pennsylvania
$977K -$194K -1,066 -17%
WP
2017
WealthShield Partners
North Carolina
$974K -$51.4K -282 -5%
AT
2018
Arden Trust
Delaware
$971K -$119K -651 -11%
SFP
2019
Shepherd Financial Partners
Massachusetts
$970K -$3.65K -20 -0.4%
REMPR
2020
Roof Eidam Maycock Peralta (REMP)
California
$968K -$547 -3 -0.1%
OPPS
2021
Obsidian Personal Planning Solutions
Maryland
$966K -$196K -1,075 -17%
VAM
2022
Verity Asset Management
North Carolina
$966K +$480K +2,636 +99%
CFO
2023
Callan Family Office
Pennsylvania
$964K +$360K +1,974 +60%
9WM
2024
9258 Wealth Management
Ohio
$963K +$32.5K +178 +3%
GWANC
2025
Guardian Wealth Advisors (North Carolina)
North Carolina
$963K +$29.5K +162 +3%