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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 %
AWA
2151
Aaron Wealth Advisors
Illinois
$808K -$113K -668 -12%
CA
2152
Cresta Advisors
Texas
$803K -$136K -802 -14%
WMA
2153
West Michigan Advisors
Michigan
$803K +$2.38K +14 +0.3%
MFC
2154
Morris Financial Concepts
South Carolina
$803K +$2.38K +14 +0.3%
OFS
2155
OneAscent Financial Services
Alabama
$802K +$531K +3,105 +196%
B
2156
Barings
North Carolina
$799K -$2.55K -15 -0.3%
FWS
2157
FinDec Wealth Services
California
$799K -$36.5K -215 -4%
CAM
2158
Creekmur Asset Management
Illinois
$799K +$799K +4,702 New
WA
2159
Wealth Architects
California
$798K +$9.68K +57 +1%
BP
2160
Broadleaf Partners
Ohio
$798K
RFM
2161
Royal Fund Management
Florida
$796K -$86.5K -509 -10%
FFO
2162
Fiduciary Family Office
Florida
$796K +$796K +4,684 New
RSWA
2163
Robinson Smith Wealth Advisors
Maine
$795K +$795K +4,684 New
PCA
2164
Prosperity Capital Advisors
Ohio
$795K +$2.89K +17 +0.4%
D
2165
Diversified
Delaware
$792K +$79.3K +467 +11%
BRG
2166
Bay Rivers Group
Virginia
$791K +$17K +100 +2%
MWA
2167
MN Wealth Advisors
Kansas
$791K +$791K +4,655 New
MFF
2168
Mango Five Family
Nevada
$790K +$790K +4,650 New
WCM
2169
Windsor Capital Management
Arizona
$789K +$11.4K +67 +1%
GFA
2170
Gallagher Fiduciary Advisors
Illinois
$787K +$17.5K +103 +2%
MIM
2171
Miller Investment Management
Pennsylvania
$787K
PSC
2172
Prentiss Smith & Co
Vermont
$786K
TIA
2173
Traphagen Investment Advisors
New Jersey
$785K -$62.2K -366 -7%
FFA
2174
Fortune Financial Advisors
Kansas
$785K +$49.3K +290 +7%
TVAMP
2175
Tennessee Valley Asset Management Partners
Tennessee
$784K +$421K +2,476 +116%