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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 %
PWM
2226
Paulson Wealth Management
Illinois
$691K +$118K +698 +21%
CICI
2227
Capital Investment Counsel Inc
North Carolina
$687K -$13.9K -82 -2%
CFS
2228
Commonwealth Financial Services
West Virginia
$687K +$687K +4,052 New
AAP
2229
Arax Advisory Partners
Colorado
$685K +$127K +748 +23%
SIA
2230
Soltis Investment Advisors
Utah
$684K +$51.7K +305 +8%
HCMG
2231
Howard Capital Management Group
California
$682K
PFA
2232
Pure Financial Advisors
California
$681K +$90.3K +533 +15%
LWAM
2233
Legacy Wealth Asset Management
Minnesota
$679K +$3.39K +20 +0.5%
LFA
2234
Laraway Financial Advisors
Minnesota
$679K
CP
2235
Covenant Partners
Tennessee
$678K
SFCL
2236
Strengthening Families & Communities LLC
Massachusetts
$678K +$81.8K +483 +14%
APA
2237
Astoria Portfolio Advisors
New York
$678K +$129K +799 +24%
AC
2238
Avestar Capital
New York
$676K +$127K +752 +23%
CWP
2239
Capital Wealth Planning
Florida
$676K +$53.7K +317 +9%
VPP
2240
Vertex Planning Partners
Illinois
$674K -$139K -821 -17%
KWM
2241
KFG Wealth Management
Indiana
$673K +$69.5K +410 +12%
FC
2242
Financial Council
Maryland
$673K
AIA
2243
Alera Investment Advisors
Illinois
$671K -$11.2K -66 -2%
B
2244
Bensler
Washington
$670K +$31.2K +184 +5%
LAM
2245
L2 Asset Management
Massachusetts
$670K -$13.9M -3,391 -95%
SWM
2246
Silverlake Wealth Management
Vermont
$669K +$63.7K +376 +11%
CPA
2247
Capital Planning Advisors
California
$669K +$440K +2,595 +192%
BI
2248
Ballast Inc
Kentucky
$668K +$508 +3 +0.1%
T
2249
TRUADVICE
Florida
$668K -$58.9K -353 -8%
CAL
2250
Capital Advisors Ltd
Ohio
$666K +$3.05K +18 +0.5%