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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 %
Financial Engines Advisors
2026
Financial Engines Advisors
California
$929K +$65.1K +384 +8%
AR
2027
Apeiron RIA
Texas
$929K +$159K +936 +21%
EA
2028
Emerald Advisors
Washington
$928K +$41.2K +243 +5%
HI
2029
Humankind Investments
New York
$928K +$64.4K +380 +7%
AGP
2030
Autumn Glory Partners
Texas
$926K +$213K +1,258 +30%
EFL
2031
ERn Financial LLC
Wisconsin
$922K +$90.5K +534 +11%
CCM
2032
Carlson Capital Management
Minnesota
$921K +$59K +348 +7%
AWA
2033
Aaron Wealth Advisors
Illinois
$920K -$25.8K -152 -3%
DWM
2034
Dechtman Wealth Management
Colorado
$919K +$2.2K +13 +0.2%
AAM
2035
Aureus Asset Management
Massachusetts
$917K -$81.5K -481 -8%
SWA
2036
Sutton Wealth Advisors
Florida
$917K +$54.1K +319 +6%
HDIM
2037
Hanson & Doremus Investment Management
Vermont
$916K +$36.3K +214 +4%
BB
2038
Bell Bank
North Dakota
$915K +$98.8K +583 +12%
PG
2039
Proffitt & Goodson
Tennessee
$914K -$10.8K -64 -1%
S
2040
SimplyRich
California
$913K
GWANC
2041
Guardian Wealth Advisors (North Carolina)
North Carolina
$912K -$44.4K -262 -5%
BCM
2042
Boltwood Capital Management
California
$910K -$144K -848 -14%
FCA
2043
FinTrust Capital Advisors
South Carolina
$909K +$61.7K +364 +7%
CCA
2044
Cottonwood Capital Advisors
Utah
$907K +$4.07K +24 +0.5%
WSC
2045
Wellington Shields & Co
New York
$907K -$39K -230 -4%
CFP
2046
Catalyst Financial Partners
Massachusetts
$904K +$83.5K +493 +10%
BFA
2047
Buttonwood Financial Advisors
Maryland
$903K +$61.7K +364 +7%
NG
2048
Norden Group
Utah
$901K +$901K +5,320 New
LAS
2049
Lloyd Advisory Services
Georgia
$901K +$901K +5,320 New
DE
2050
Day & Ennis
Georgia
$901K -$100K -590 -10%