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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 %
TWM
2151
Tradition Wealth Management
Minnesota
$798K +$135K +731 +20%
DWM
2152
Drive Wealth Management
Utah
$797K -$30.6K -165 -4%
SCA
2153
Sandy Cove Advisors
Massachusetts
$797K +$797K +4,303 New
GWAM
2154
Guardian Wealth Advisors (Minnesota)
Minnesota
$796K -$18.3K -99 -2%
RIM
2155
Redwood Investment Management
Arizona
$795K -$208K -1,123 -21%
IAP
2156
Indie Asset Partners
Indiana
$789K +$4.63K +25 +0.6%
GWP
2157
Gateway Wealth Partners
Wisconsin
$789K +$48K +259 +6%
LFG
2158
Larson Financial Group
Missouri
$788K +$17.6K +95 +2%
TAM
2159
Trillium Asset Management
Massachusetts
$787K -$38.4K -207 -5%
RPWA
2160
Regent Peak Wealth Advisors
Georgia
$787K -$6.67K -36 -0.8%
AIS
2161
American Investment Services
Massachusetts
$785K
DLCIG
2162
D.L. Carlson Investment Group
New Hampshire
$785K -$21.3K -115 -3%
JFA
2163
JNBA Financial Advisors
Minnesota
$784K +$1.3K +7 +0.2%
BRG
2164
Bay Rivers Group
Virginia
$783K -$56.3K -304 -7%
DIP
2165
DT Investment Partners
Pennsylvania
$780K +$112K +602 +17%
AGP
2166
Autumn Glory Partners
Texas
$779K +$59.6K +322 +8%
CB
2167
Centennial Bank
Arkansas
$778K -$93.2K -503 -11%
RFM
2168
Royal Fund Management
Florida
$773K -$7.04K -38 -0.9%
VEA
2169
Virtus ETF Advisers
New York
$773K -$199K -1,077 -21%
EA
2170
Eudaimonia Advisors
Tennessee
$772K +$556 +3 +0.1%
AMCA
2171
Arthur M. Cohen & Associates
Illinois
$772K
SM
2172
Sweeney & Michel
California
$771K -$2.4K -13 -0.3%
AFC
2173
AFT Forsyth & Company
Florida
$768K +$9.45K +51 +1%
RWPA
2174
Richard W. Paul & Associates
Michigan
$768K +$29.6K +160 +4%
D
2175
Diversified
Delaware
$767K -$98.9K -534 -11%