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PepsiCo

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
2201
Harvest Investment Services
Illinois
$598K -$31.5K -189 -5%
WAM
2202
WFA Asset Management
Wisconsin
$597K -$7.17K -43 -1%
OL
2203
Optas LLC
Texas
$596K +$59.6K +359 +11%
CAM
2204
Cubic Asset Management
Massachusetts
$593K
IFWM
2205
Institute for Wealth Management
Colorado
$592K +$21.7K +130 +4%
CAM
2206
Covenant Asset Management
New Jersey
$590K
PWP
2207
Perfromance Wealth Partners
Illinois
$590K +$67K +402 +13%
SWM
2208
Silverlake Wealth Management
Vermont
$589K
PCS
2209
Personal CFO Solutions
New Jersey
$589K -$24.3K -146 -4%
DIP
2210
DT Investment Partners
Pennsylvania
$589K +$12.3K +74 +2%
FOA
2211
Five Oceans Advisors
California
$589K +$18.7K +112 +3%
OFG
2212
Oxford Financial Group
Indiana
$589K +$109K +653 +23%
LDFR
2213
Lehman & Derafelo Financial Resources
Pennsylvania
$588K +$11.7K +70 +2%
HWA
2214
Heartwood Wealth Advisors
Virginia
$588K +$13.8K +83 +2%
HWMG
2215
Hurlow Wealth Management Group
Indiana
$586K
MC
2216
Maverick Capital
Texas
$586K +$500 +3 +0.1%
GAMC
2217
Garner Asset Management Corp
Texas
$586K +$69.8K +419 +14%
IP
2218
Intellectus Partners
California
$585K +$1.67K +10 +0.3%
CFO
2219
CVA Family Office
Colorado
$585K +$81.1K +486 +16%
SPP
2220
Single Point Partners
Massachusetts
$583K +$58.3K +350 +11%
TWI
2221
Thomas White International
Illinois
$582K
ES
2222
ETF Store
Kansas
$582K +$3.59K +21 +0.6%
WE
2223
Wealth Effects
Massachusetts
$582K +$25K +150 +4%
WAS
2224
Wealth Advisory Solutions
Indiana
$581K -$57.5K -345 -9%
WA
2225
Waverly Advisors
Alabama
$581K +$67.9K +407 +13%