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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 %
LGA
2226
Lebenthal Global Advisors
New York
$734K +$734K +4,324 New
GWAM
2227
Guardian Wealth Advisors (Minnesota)
Minnesota
$734K +$4.93K +29 +0.7%
SPW
2228
Sonoma Private Wealth
California
$734K -$17.2K -101 -2%
SP
2229
Successful Portfolios
Florida
$734K -$14.9K -88 -2%
FB
2230
First Bancorp
Maine
$733K +$4.76K +28 +0.7%
OLVIG
2231
Oliver Lagore Vanvalin Investment Group
Michigan
$733K +$163K +957 +28%
IF
2232
IRON Financial
Illinois
$733K -$29.6K -174 -4%
AIM
2233
Aigen Investment Management
New York
$732K +$732K +4,308 New
IAP
2234
Indie Asset Partners
Indiana
$731K +$6.45K +38 +0.9%
RC
2235
Reik & Co
New York
$731K -$91.7K -540 -11%
VCM
2236
Virtue Capital Management
Tennessee
$731K -$463K -2,748 -39%
SFG
2237
Sovereign Financial Group
Connecticut
$730K +$20.6K +121 +3%
WA
2238
Waddell & Associates
Tennessee
$730K -$117K -689 -14%
SFWA
2239
Summit Financial Wealth Advisors
Louisiana
$729K +$17K +100 +2%
FCA
2240
FLC Capital Advisors
California
$729K -$140K -825 -16%
WDL
2241
Well Done LLC
Michigan
$728K +$31.4K +185 +5%
VPP
2242
Vertex Planning Partners
Illinois
$726K +$50.3K +296 +7%
WI
2243
Wedgewood Investors
Pennsylvania
$725K -$51K -300 -7%
DS
2244
DRW Securities
Illinois
$723K -$144K -847 -17%
OFG
2245
OmniStar Financial Group
North Carolina
$722K +$10.2K +60 +1%
PCM
2246
Pointe Capital Management
Michigan
$722K +$271K +1,597 +60%
AW
2247
Atlas Wealth
Ohio
$720K
AIS
2248
American Investment Services
Massachusetts
$720K
TAM
2249
Tucker Asset Management
Colorado
$719K +$4.25K +25 +0.6%
AFG
2250
Allegheny Financial Group
Pennsylvania
$716K -$1.19K -7 -0.2%