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PepsiCo

3,319 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,330 increasing their positions, 1,327 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,319
Holders Change
+150
Holders Change %
+4.73%
% of All Funds
48.65%
Holding in Top 10
132
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-22.81%
% of All Funds
1.93%
New
319
Increased
1,330
Reduced
1,327
Closed
118
Calls
$1.75B
Puts
$1.57B
Net Calls
+$177M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
2026
Plato Investment Management
Australia
$989K +$989K +5,821 New
SW
2027
SkyOak Wealth
Michigan
$987K -$19.9K -117 -2%
PSFG
2028
Prairie Sky Financial Group
Illinois
$985K -$19.4K -114 -2%
FCFC
2029
First Commonwealth Financial Corp
Pennsylvania
$984K -$127K -749 -11%
FHC
2030
First Heartland Consultants
Missouri
$982K -$3.74K -22 -0.4%
AA
2031
Addison Advisors
Vermont
$980K -$32.1K -189 -3%
OL
2032
Optas LLC
Texas
$978K -$115K -676 -11%
HI
2033
Humankind Investments
New York
$978K +$47.9K +282 +5%
GA
2034
GoalVest Advisory
New York
$977K +$240K +1,414 +33%
TI
2035
Truepoint Inc
Ohio
$976K +$267K +1,572 +38%
CFG
2036
Carr Financial Group
Massachusetts
$976K -$18.9K -111 -2%
CWP
2037
Curated Wealth Partners
California
$975K -$27K -159 -3%
AR
2038
Apeiron RIA
Texas
$975K +$43.5K +256 +5%
VWA
2039
Visionary Wealth Advisors
Illinois
$975K -$408K -2,400 -29%
MWM
2040
Modern Wealth Management
Kansas
$973K +$973K +5,731 New
BFA
2041
Buttonwood Financial Advisors
Maryland
$973K +$68.6K +404 +8%
TP
2042
Tranquility Partners
Tennessee
$973K -$35.2K -207 -3%
WB
2043
West Bancorporation
Iowa
$971K -$7.3K -43 -0.7%
PI
2044
PEAK6 Investments
Illinois
$970K +$970K +5,712 New
NPF
2045
Norris Perne & French
Michigan
$969K -$121K -711 -11%
PIMG
2046
Patriot Investment Management Group
Tennessee
$968K +$34.5K +203 +4%
EFL
2047
ERn Financial LLC
Wisconsin
$968K +$57.8K +346 +6%
EB
2048
Exchange Bank
California
$966K -$35.2K -207 -4%
FAG
2049
Financial Advisory Group
Texas
$966K -$634K -3,735 -40%
CRI
2050
Colonial River Investments
Virginia
$965K -$158K -928 -14%