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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 %
SFG
2101
Sovereign Financial Group
Connecticut
$861K +$104K +560 +14%
PPC
2102
Park Place Capital
Alabama
$860K +$4.63K +25 +0.5%
SWMP
2103
Signature Wealth Management Partners
New Jersey
$859K
CAM
2104
CenterStar Asset Management
Illinois
$858K +$858K +4,631 New
MIM
2105
Miller Investment Management
Pennsylvania
$858K
WMA
2106
West Michigan Advisors
Michigan
$855K -$116K -628 -12%
SPC
2107
Stewart & Patten Company
California
$853K +$27.6K +149 +3%
PC
2108
Pecaut & Co
Iowa
$852K
TWM
2109
Thrive Wealth Management
Pennsylvania
$850K +$30.4K +164 +4%
LIA
2110
LBMC Investment Advisors
Tennessee
$850K -$64.1K -346 -7%
PBO
2111
Peoples Bank (Ohio)
Ohio
$850K -$7.59K -41 -0.9%
AWAP
2112
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$849K -$10.6K -57 -1%
CHAM
2113
Clear Harbor Asset Management
Connecticut
$848K +$406K +2,190 +92%
SLT
2114
St Louis Trust
Missouri
$848K -$50.6K -273 -6%
LIM
2115
Longfellow Investment Management
Massachusetts
$847K -$312K -1,682 -27%
FWA
2116
FSM Wealth Advisors
Ohio
$847K +$9.02K +49 +1%
OFG
2117
Oxford Financial Group
Indiana
$845K +$26.1K +141 +3%
BZWA
2118
Blue Zone Wealth Advisors
California
$843K +$16.7K +90 +2%
PSC
2119
Prentiss Smith & Co
Vermont
$843K
AR
2120
Apeiron RIA
Texas
$843K +$38.2K +206 +5%
SFG
2121
Socha Financial Group
New York
$842K +$842K +4,548 New
HCM
2122
Hollencrest Capital Management
California
$841K +$10K +54 +1%
TFF
2123
The Family Firm
Maryland
$835K +$2.04K +11 +0.2%
GFA
2124
Gallagher Fiduciary Advisors
Illinois
$834K -$40.6K -219 -5%
SFG
2125
Sunburst Financial Group
Alabama
$833K -$8.52K -46 -1%