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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 %
JWWM
2201
Johnson & White Wealth Management
Pennsylvania
$759K +$43.8K +258 +6%
BDF
2202
Black Diamond Financial
Maryland
$757K +$340 +2 +0%
LAM
2203
L2 Asset Management
Massachusetts
$757K +$729K +4,292 +2,633%
IIC
2204
Integrated Investment Consultants
Michigan
$756K -$42.6K -251 -5%
WP
2205
Waycross Partners
Kentucky
$753K
PBO
2206
Peoples Bank (Ohio)
Ohio
$753K -$9K -53 -1%
KFA
2207
Kelleher Financial Advisors
New York
$752K +$44.7K +263 +6%
FFS
2208
Founders Financial Securities
Maryland
$750K +$394K +2,318 +110%
PWCM
2209
Processus Wealth & Capital Management
Tennessee
$750K +$750K +4,414 New
SL
2210
SFM LLC
New Hampshire
$749K +$749K +4,411 New
SC
2211
Solstein Capital
California
$748K
NCFG
2212
New Century Financial Group
New Jersey
$745K +$745K +4,386 New
LFG
2213
Larson Financial Group
Missouri
$745K +$12.2K +72 +2%
PFA
2214
Pure Financial Advisors
California
$744K +$61.8K +364 +9%
RFS
2215
Richardson Financial Services
Massachusetts
$743K +$743K +4,375 New
MSG
2216
Main Street Group
Virginia
$742K +$742K +4,367 New
IP
2217
Ignite Planners
California
$740K -$11.8K -68 -2%
DIP
2218
DT Investment Partners
Pennsylvania
$739K +$84.6K +499 +13%
ERIM
2219
Eagle Ridge Investment Management
Connecticut
$739K
PIM
2220
Profit Investment Management
Maryland
$736K +$199K +1,170 +37%
EA
2221
Everpar Advisors
Oklahoma
$736K +$736K +4,331 New
FM
2222
Family Management
New York
$735K -$9.51K -56 -1%
SL
2223
Summitry LLC
California
$735K +$170 +1 +0%
MSF
2224
Mustard Seed Financial
Arkansas
$735K +$735K +4,328 New
BCG
2225
Breakwater Capital Group
New Jersey
$734K