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PepsiCo

3,315 hedge funds and large institutions have $169B invested in PepsiCo in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,343 increasing their positions, 1,411 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,315
Holders Change
+21
Holders Change %
+0.64%
% of All Funds
47.95%
Holding in Top 10
74
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.85%
% of All Funds
1.07%
New
187
Increased
1,343
Reduced
1,411
Closed
124
Calls
$2.08B
Puts
$2.01B
Net Calls
+$67.4M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
ILI
2001
Invesco LLC (Illinois)
Illinois
$997K -$292K -1,718 -23%
MAM
2002
Morse Asset Management
Connecticut
$996K +$996K +5,856 New
EB
2003
Exchange Bank
California
$996K +$69.7K +410 +8%
GGA
2004
Granite Group Advisors
Connecticut
$995K -$57.8K -340 -5%
APG
2005
Abacus Planning Group
South Carolina
$995K +$36.4K +214 +4%
CA
2006
Cornerstone Advisory
Maryland
$994K -$11.1K -65 -1%
C
2007
CEDRUS
Colorado
$993K -$3.91K -23 -0.4%
SIA
2008
Soltis Investment Advisors
Utah
$992K +$138K +814 +16%
FWM
2009
Forza Wealth Management
Florida
$991K -$7.82K -46 -0.8%
CPC
2010
Congress Park Capital
New York
$991K -$51K -300 -5%
SFG
2011
Sunburst Financial Group
Alabama
$990K -$88.9K -523 -8%
D
2012
Diversified
Delaware
$989K +$22.1K +130 +2%
DE
2013
Diversified Enterprises
Delaware
$989K +$989K +5,819 New
WAM
2014
WealthTrust Asset Management
Florida
$988K -$48.6K -286 -5%
MCM
2015
Magnolia Capital Management
New York
$988K
SW
2016
SkyOak Wealth
Michigan
$988K -$7.31K -43 -0.7%
GWP
2017
Gateway Wealth Partners
Wisconsin
$988K -$17.2K -101 -2%
HBT
2018
Heartland Bank & Trust
Illinois
$987K -$29.6K -174 -3%
TSWM
2019
Tyler-Stone Wealth Management
Ohio
$984K +$500K +2,938 +103%
PSFG
2020
Prairie Sky Financial Group
Illinois
$984K
AA
2021
Auxano Advisors
Washington
$978K +$8.84K +52 +0.9%
BMWM
2022
Brown Miller Wealth Management
Virginia
$977K -$340 -2 -0%
RPCONE
2023
Retirement Planning Company of New England
Rhode Island
$977K +$15K +88 +2%
RIA
2024
Richwood Investment Advisors
Ohio
$975K -$108K -634 -10%
MCM
2025
Mill Capital Management
North Carolina
$975K -$76.5K -450 -7%