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PepsiCo

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
NRG
2026
Nemes Rush Group
Michigan
$963K +$963K +5,197 New
WCM
2027
Weik Capital Management
Pennsylvania
$962K -$55.6K -300 -5%
OHWA
2028
Oak Hill Wealth Advisors
Virginia
$962K -$9.26K -50 -1%
HDIM
2029
Hanson & Doremus Investment Management
Vermont
$961K -$39.1K -211 -4%
MF
2030
Montis Financial
Massachusetts
$958K
AAS
2031
Annex Advisory Services
Wisconsin
$957K -$5.37K -29 -0.6%
MC
2032
McMorgan & Co
California
$957K -$13.9K -75 -1%
CST
2033
Charles Schwab Trust
Nevada
$955K -$28.3K -155 -3%
CFO
2034
Callan Family Office
Pennsylvania
$955K -$25K -135 -3%
WCA
2035
Waypoint Capital Advisors
Minnesota
$953K +$5.37K +29 +0.6%
TC
2036
Trust Company
Kansas
$953K -$256K -1,384 -21%
IIC
2037
Integrated Investment Consultants
Michigan
$953K +$52.1K +281 +6%
FCA
2038
FLC Capital Advisors
California
$948K
AAG
2039
Armstrong Advisory Group
Massachusetts
$947K -$94.5K -510 -9%
Financial Engines Advisors
2040
Financial Engines Advisors
California
$945K +$723K +3,905 +327%
HI
2041
Humankind Investments
New York
$944K -$306K -1,653 -24%
SWA
2042
Sutton Wealth Advisors
Florida
$943K +$15.4K +83 +2%
MFG
2043
Midwest Financial Group
Kansas
$943K -$10K -54 -1%
CCM
2044
Carlson Capital Management
Minnesota
$942K -$207K -1,118 -18%
MA
2045
MONECO Advisors
Connecticut
$941K -$2.04K -11 -0.2%
CAM
2046
CPA Asset Management
Florida
$940K
WCMN
2047
Westchester Capital Management (Nebraska)
Nebraska
$939K -$926 -5 -0.1%
CBNLCF
2048
Cognios Beta Neutral Large Cap Fund
Kansas
$938K -$325K -1,757 -26%
TIM
2049
Tortoise Investment Management
New York
$931K +$204K +1,100 +28%
AC
2050
Allstate Corporation
Illinois
$931K +$4.63K +25 +0.5%