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PepsiCo

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
2026
Summit Financial
New Jersey
$806K -$59K -354 -7%
TRIA
2027
Trail Ridge Investment Advisors
Colorado
$806K +$416K +2,493 +106%
NCM
2028
NCM Capital Management
New Jersey
$803K +$35.5K +213 +5%
TFA
2029
Transamerica Financial Advisors
Florida
$802K +$801K +4,803 +120,075%
SPFA
2030
Summit Place Financial Advisors
New Jersey
$801K
GWM
2031
Greenwich Wealth Management
Connecticut
$797K -$11.3K -68 -1%
CTFG
2032
Capstone Triton Financial Group
Oklahoma
$796K +$62.7K +372 +9%
ISWM
2033
Independent Solutions Wealth Management
New York
$795K +$191K +1,148 +32%
VCM
2034
Vivaldi Capital Management
Illinois
$794K +$112K +674 +16%
AWAP
2035
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$793K -$14.2K -85 -2%
SWMP
2036
Signature Wealth Management Partners
New Jersey
$792K -$19.3K -116 -2%
RHBC
2037
R.H. Bluestein & Co
Michigan
$789K
KA
2038
Klingman & Associates
New York
$789K +$17.8K +107 +2%
EFL
2039
ERn Financial LLC
Wisconsin
$789K +$245K +1,471 +45%
GDP
2040
Great Diamond Partners
Maine
$788K -$19.2K -115 -2%
FIBT
2041
First International Bank & Trust
North Dakota
$788K +$70K +420 +10%
GWANC
2042
Guardian Wealth Advisors (North Carolina)
North Carolina
$788K +$172K +1,030 +28%
SB
2043
Sunflower Bank
Texas
$786K -$808K -4,849 -51%
SFP
2044
Shepherd Financial Partners
Massachusetts
$786K +$94.8K +569 +14%
SAM
2045
Strategy Asset Managers
California
$783K -$246K -1,478 -24%
BW
2046
Bison Wealth
Georgia
$783K -$1.17K -7 -0.1%
RIS
2047
Retirement Income Solutions
Michigan
$783K +$167 +1 +0%
IF
2048
IRON Financial
Illinois
$783K +$29K +174 +4%
MAM
2049
Montchanin Asset Management
Delaware
$778K +$778K +4,671 New
WDL
2050
Well Done LLC
Michigan
$777K -$7.83K -47 -1%