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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 %
EA
2051
Emerald Advisors
Washington
$963K +$32.6K +192 +4%
COCM
2052
Charter Oak Capital Management
New Hampshire
$962K -$7.64K -45 -0.8%
UBV
2053
United Bank (Virginia)
Virginia
$959K -$13.2K -78 -1%
PPWP
2054
Proquility Private Wealth Partners
Nevada
$958K -$300K -1,766 -24%
WSC
2055
Wellington Shields & Co
New York
$955K +$46.7K +275 +5%
BW
2056
Bison Wealth
Georgia
$954K -$59.1K -348 -6%
CPC
2057
Congress Park Capital
New York
$953K +$76.4K +450 +9%
LWM
2058
Lakeridge Wealth Management
Ohio
$949K +$949K +5,586 New
CCA
2059
Cottonwood Capital Advisors
Utah
$946K +$36.9K +217 +4%
FSA
2060
Franklin Street Advisors
North Carolina
$946K -$29.6K -174 -3%
AAS
2061
Annex Advisory Services
Wisconsin
$945K +$58.3K +343 +7%
CIM
2062
CIM Investment Management
Pennsylvania
$942K
CCP
2063
Clough Capital Partners
Massachusetts
$941K -$214K -1,260 -19%
GWANC
2064
Guardian Wealth Advisors (North Carolina)
North Carolina
$939K +$24.3K +143 +3%
XWM
2065
Xcel Wealth Management
Florida
$936K -$10.9K -64 -1%
QWM
2066
Quadcap Wealth Management
Texas
$936K +$936K +5,509 New
IWM
2067
Iams Wealth Management
Nebraska
$935K -$47.9K -282 -5%
FCA
2068
FinTrust Capital Advisors
South Carolina
$934K +$22.1K +130 +2%
AGP
2069
Autumn Glory Partners
Texas
$933K +$22K +132 +2%
OIA
2070
Optimum Investment Advisors
Illinois
$933K -$263K -1,551 -22%
PA
2071
Perennial Advisors
New York
$932K -$20.9K -123 -2%
SEP
2072
Southland Equity Partners
Missouri
$931K -$25.3K -149 -3%
ACP
2073
Aveo Capital Partners
Colorado
$931K +$38.9K +229 +4%
BMWM
2074
Brown Miller Wealth Management
Virginia
$927K -$136K -802 -13%
RGI
2075
River Global Investors
United Kingdom
$927K +$927K +5,458 New