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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 %
JWWM
2201
Johnson & White Wealth Management
Pennsylvania
$714K +$714K +4,213 New
GAAM
2202
Guinness Atkinson Asset Management
California
$714K +$48.8K +288 +7%
TAM
2203
Tucker Asset Management
Colorado
$713K +$179K +1,055 +33%
DLCIG
2204
D.L. Carlson Investment Group
New Hampshire
$713K -$5.08K -30 -0.7%
OFG
2205
OmniStar Financial Group
North Carolina
$713K +$15K +88 +2%
DF
2206
Donoghue Forlines
Massachusetts
$712K -$767K -4,526 -52%
D
2207
Diversified
Delaware
$711K +$9.32K +55 +1%
GCMG
2208
Gyroscope Capital Management Group
Florida
$711K +$88.3K +521 +14%
CG
2209
Cynosure Group
Utah
$711K -$672K -3,963 -49%
SFG
2210
Sovereign Financial Group
Connecticut
$708K -$80.1K -473 -10%
TI
2211
Truepoint Inc
Ohio
$707K +$276K +1,628 +64%
1WA
2212
180 Wealth Advisors
Washington
$706K +$8.3K +49 +1%
AMCA
2213
Arthur M. Cohen & Associates
Illinois
$706K
MF
2214
Montis Financial
Massachusetts
$706K -$170K -1,004 -19%
KFA
2215
Kelleher Financial Advisors
New York
$705K +$49.6K +293 +8%
SCA
2216
Sandy Cove Advisors
Massachusetts
$704K -$25.4K -150 -3%
AFC
2217
AFT Forsyth & Company
Florida
$703K
SM
2218
Sweeney & Michel
California
$703K +$2.85K +17 +0.4%
CCP
2219
Cassia Capital Partners
North Carolina
$702K +$10.7K +63 +2%
SFWA
2220
Summit Financial Wealth Advisors
Louisiana
$701K +$75.2K +450 +12%
IP
2221
Ignite Planners
California
$696K -$94.9K -593 -12%
GCM
2222
Gables Capital Management
Florida
$695K
WDL
2223
Well Done LLC
Michigan
$694K -$1.53K -9 -0.2%
NAG
2224
Northstar Advisory Group
New Jersey
$692K -$3.23M -19,079 -82%
CSWM
2225
Cassady Schiller Wealth Management
Ohio
$692K -$45.1K -266 -6%