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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
2176
First American Trust
California
$741K +$246K +1,452 +50%
KA
2177
Klingman & Associates
New York
$739K -$10.8K -64 -1%
ERIM
2178
Eagle Ridge Investment Management
Connecticut
$737K -$50.8K -300 -6%
GA
2179
GoalVest Advisory
New York
$736K +$130K +765 +21%
FFA
2180
Fortune Financial Advisors
Kansas
$734K +$847 +5 +0.1%
CF
2181
Centaurus Financial
California
$734K -$248K -1,464 -25%
BCG
2182
Breakwater Capital Group
New Jersey
$733K +$18.3K +111 +3%
SL
2183
Summitry LLC
California
$733K -$73.5K -434 -9%
LFG
2184
Larson Financial Group
Missouri
$731K +$9.66K +57 +1%
FIBT
2185
First International Bank & Trust
North Dakota
$728K -$233K -1,377 -24%
PFA
2186
Petra Financial Advisors
Colorado
$728K +$89.8K +530 +14%
GWAM
2187
Guardian Wealth Advisors (Minnesota)
Minnesota
$727K -$1.02K -6 -0.1%
FB
2188
First Bancorp
Maine
$727K -$6.78K -40 -0.9%
HCM
2189
Highview Capital Management
Illinois
$726K -$655K -3,865 -47%
IAP
2190
Indie Asset Partners
Indiana
$723K +$1.53K +9 +0.2%
MA
2191
MJP Associates
Connecticut
$723K -$405K -2,390 -36%
GWP
2192
Gateway Wealth Partners
Wisconsin
$723K +$1.36K +8 +0.2%
Wolverine Trading
2193
Wolverine Trading
Illinois
$722K -$5.46M -32,230 -88%
SQA
2194
Simon Quick Advisors
New Jersey
$722K +$65.1K +384 +10%
AW
2195
Atlas Wealth
Ohio
$720K -$18.5K -109 -2%
JFA
2196
JNBA Financial Advisors
Minnesota
$719K +$1.69K +10 +0.2%
AIS
2197
American Investment Services
Massachusetts
$718K
PWMG
2198
Prestige Wealth Management Group
New Jersey
$718K +$21.4K +126 +3%
RPWA
2199
Regent Peak Wealth Advisors
Georgia
$717K -$3.05K -18 -0.4%
AFG
2200
Allegheny Financial Group
Pennsylvania
$715K +$148K +874 +26%