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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 %
OCG
2051
Opus Capital Group
Ohio
$931K +$2.96K +16 +0.3%
MMHP
2052
Murphy Middleton Hinkle & Parker
Georgia
$931K +$185 +1 +0%
CAS
2053
Coppell Advisory Solutions
Texas
$928K +$116K +632 +14%
CIA
2054
Cladis Investment Advisory
Montana
$926K
PWAM
2055
Pinnacle West Asset Management
Wyoming
$925K -$12K -65 -1%
WCM
2056
WealthBridge Capital Management
Ohio
$924K -$996K -5,375 -52%
TFO
2057
Tarbox Family Office
California
$924K
SGI
2058
Summit Global Investments
Utah
$923K -$493K -2,661 -35%
BAM
2059
Blueshift Asset Management
New Jersey
$921K -$114K -618 -11%
WI
2060
Wedgewood Investors
Pennsylvania
$921K -$18.5K -100 -2%
BFA
2061
Buttonwood Financial Advisors
Maryland
$919K +$115K +619 +14%
BCP
2062
Berkeley Capital Partners
Georgia
$917K +$15.7K +85 +2%
CSPAM
2063
Cary Street Partners Asset Management
Virginia
$914K +$8.34K +45 +0.9%
IF
2064
IRON Financial
Illinois
$913K -$16.7K -90 -2%
RFN
2065
RDA Financial Network
Iowa
$911K -$10.4K -56 -1%
SSWG
2066
Seven Springs Wealth Group
Tennessee
$910K -$45.2K -244 -5%
EFL
2067
ERn Financial LLC
Wisconsin
$909K +$18.7K +101 +2%
ONST
2068
Old North State Trust
North Carolina
$909K
FCAG
2069
First Capital Advisors Group
New Jersey
$909K -$19.8K -107 -2%
ICP
2070
Ironvine Capital Partners
Nebraska
$908K
TPCM
2071
Templeton & Phillips Capital Management
Tennessee
$907K -$2.06M -11,140 -69%
FWS
2072
FinDec Wealth Services
California
$906K -$926 -5 -0.1%
IP
2073
Ignite Planners
California
$905K +$7.32K +40 +0.8%
FCA
2074
FinTrust Capital Advisors
South Carolina
$904K
SMA
2075
Sage Mountain Advisors
Georgia
$902K +$21.5K +116 +2%