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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
UBV
2001
United Bank (Virginia)
Virginia
$970K -$71.7K -423 -7%
DWMS
2002
Dominguez Wealth Management Solutions
Virginia
$969K +$13.2K +78 +1%
C
2003
CEDRUS
Colorado
$968K -$83K -490 -8%
COCM
2004
Charter Oak Capital Management
New Hampshire
$968K -$5.25K -31 -0.5%
RSA
2005
River Street Advisors
Illinois
$966K +$33.4K +197 +4%
ISWM
2006
Independent Solutions Wealth Management
New York
$965K +$28.3K +167 +3%
XT
2007
XTX Topco
Cayman Islands
$963K +$963K +5,683 New
NL
2008
NWAM LLC
Washington
$961K -$685K -4,040 -42%
CRWM
2009
Castle Rock Wealth Management
California
$958K +$10.6K +67 +1%
SEP
2010
Southland Equity Partners
Missouri
$954K +$20K +118 +2%
BLC
2011
Brown, Lisle/Cummings
Rhode Island
$953K
T. Rowe Price Investment Management
2012
T. Rowe Price Investment Management
Maryland
$953K +$363K +2,140 +61%
MCM
2013
Marathon Capital Management
Maryland
$952K -$28.6K -169 -3%
EWM
2014
Edge Wealth Management
New York
$952K -$40.8K -241 -4%
SCI
2015
Stableford Capital II
Arizona
$951K +$73K +452 +8%
PA
2016
Perennial Advisors
New York
$951K -$14.4K -85 -1%
TC
2017
Trust Company
Kansas
$948K +$76.1K +449 +9%
XWM
2018
Xcel Wealth Management
Florida
$945K -$82.7K -488 -8%
BAM
2019
Blueshift Asset Management
New Jersey
$943K +$101K +594 +12%
WAM
2020
Weatherly Asset Management
California
$941K -$39.3K -232 -4%
CWM
2021
C2C Wealth Management
Arizona
$941K
CIM
2022
CIM Investment Management
Pennsylvania
$940K -$22.9K -135 -2%
CA
2023
Cresta Advisors
Texas
$937K
GHAM
2024
Gilman Hill Asset Management
Connecticut
$932K -$20.8K -123 -2%
PIMG
2025
Patriot Investment Management Group
Tennessee
$931K +$13.6K +80 +1%