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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 %
GDP
2126
Great Diamond Partners
Maine
$833K -$19.6K -106 -2%
RCM
2127
Raleigh Capital Management
North Carolina
$830K -$32.4K -175 -4%
LCS
2128
Levin Capital Strategies
New York
$829K
TRIA
2129
Trail Ridge Investment Advisors
Colorado
$829K -$41.3K -223 -5%
GWM
2130
Greenwich Wealth Management
Connecticut
$827K -$2.22K -12 -0.3%
TCM
2131
TD Capital Management
Tennessee
$826K +$3.15K +17 +0.4%
RIS
2132
Retirement Income Solutions
Michigan
$825K -$60.2K -325 -7%
BDF
2133
Black Diamond Financial
Maryland
$825K +$185 +1 +0%
SPW
2134
Sonoma Private Wealth
California
$822K -$3.52K -19 -0.4%
WP
2135
Waycross Partners
Kentucky
$821K
SP
2136
Successful Portfolios
Florida
$821K -$280K -1,514 -25%
CCA
2137
Childress Capital Advisors
Texas
$820K -$283K -1,530 -26%
KA
2138
Klingman & Associates
New York
$819K +$2.22K +12 +0.3%
MWM
2139
MBE Wealth Management
Wisconsin
$818K +$439K +2,372 +116%
SC
2140
Solstein Capital
California
$816K +$21.9K +118 +3%
MAM
2141
Montchanin Asset Management
Delaware
$816K
GFP
2142
Gryphon Financial Partners
Ohio
$811K -$57.6K -311 -7%
CWM
2143
Connecticut Wealth Management
Connecticut
$811K +$156K +843 +24%
CSWM
2144
Cassady Schiller Wealth Management
Ohio
$806K +$49.3K +266 +7%
AW
2145
Atlas Wealth
Ohio
$804K
BCG
2146
Breakwater Capital Group
New Jersey
$803K +$221K +1,191 +38%
FB
2147
First Bancorp
Maine
$802K -$37K -200 -4%
FFA
2148
Fortune Financial Advisors
Kansas
$802K +$802K +4,329 New
T
2149
TRUADVICE
Florida
$800K -$42.1K -229 -5%
PCA
2150
Prosperity Capital Advisors
Ohio
$800K +$48.9K +264 +7%