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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 %
CFP
2076
Catalyst Financial Partners
Massachusetts
$897K +$88.4K +477 +11%
BLAM
2077
Bourne Lent Asset Management
New York
$894K -$148K -800 -14%
BB
2078
Bell Bank
North Dakota
$892K +$282K +1,522 +46%
CWA
2079
Consilium Wealth Advisory
Texas
$890K +$277K +1,498 +45%
WI
2080
WrapManager Inc
California
$890K -$262K -1,417 -23%
VPP
2081
Vertex Planning Partners
Illinois
$889K +$531K +2,868 +149%
TIM
2082
Thompson Investment Management
Wisconsin
$887K -$23.2K -125 -3%
MM
2083
MQS Management
New York
$886K +$886K +4,785 New
BW
2084
BIP Wealth
Georgia
$883K +$659K +3,557 +294%
NCM
2085
NCM Capital Management
New Jersey
$882K +$185 +1 +0%
SL
2086
Summitry LLC
California
$882K +$3.7K +20 +0.4%
SWA
2087
SOA Wealth Advisors
New York
$880K -$4.08K -22 -0.5%
CCM
2088
Chickasaw Capital Management
Tennessee
$878K
TNA
2089
True North Advisors
Texas
$878K -$481K -2,598 -35%
AGA
2090
Accuvest Global Advisors
Utah
$877K +$877K +4,737 New
FPCG
2091
Fort Pitt Capital Group
Pennsylvania
$877K -$116K -624 -12%
AA
2092
Apriem Advisors
California
$876K -$94.3K -509 -10%
FM
2093
Family Management
New York
$876K +$278K +1,500 +46%
HCA
2094
Horan Capital Advisors
Ohio
$871K -$2.59K -14 -0.3%
MFC
2095
Morris Financial Concepts
South Carolina
$871K +$1.85K +10 +0.2%
BP
2096
Broadleaf Partners
Ohio
$870K +$204K +1,100 +31%
WA
2097
WealthTrust Axiom
Pennsylvania
$869K +$185 +1 +0%
SIS
2098
Sound Income Strategies
Florida
$869K -$19.4K -105 -2%
MAWAG
2099
Mid-American Wealth Advisory Group
Missouri
$865K +$865K +4,722 New
ERIM
2100
Eagle Ridge Investment Management
Connecticut
$861K +$55.6K +300 +7%