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PepsiCo

3,191 hedge funds and large institutions have $185B invested in PepsiCo in 2023 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,265 increasing their positions, 1,375 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,191
Holders Change
+39
Holders Change %
+1.24%
% of All Funds
50.32%
Holding in Top 10
208
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-17.46%
% of All Funds
3.28%
New
159
Increased
1,265
Reduced
1,375
Closed
94
Calls
$1.46B
Puts
$1.24B
Net Calls
+$216M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
2251
Capital Wealth Planning
Florida
$680K +$41.3K +223 +6%
PCMF
2252
Private Capital Management (Florida)
Florida
$677K +$1.3K +7 +0.2%
EFH
2253
Eaton Financial Holdings
Florida
$676K +$185 +1 +0%
CBB
2254
Citizens Business Bank
California
$673K +$296K +1,598 +78%
HIIFS
2255
Harel Insurance Investments & Financial Services
Israel
$672K +$214K +1,163 +47%
CHA
2256
Cooper/Haims Advisors
New York
$672K
IGWM
2257
ICA Group Wealth Management
Colorado
$672K -$1.08M -5,804 -62%
WW
2258
Waterfront Wealth
Kansas
$672K -$18.7K -98 -3%
LF
2259
LifeSteps Financial
California
$671K -$4.63K -25 -0.7%
HAS
2260
HBW Advisory Services
California
$671K +$24.6K +133 +4%
CAM
2261
Cubic Asset Management
Massachusetts
$669K
MKA
2262
M. Kulyk & Associates
Georgia
$668K -$82.6K -446 -11%
LAM
2263
LifePro Asset Management
California
$668K +$123K +662 +22%
CWM
2264
Cranbrook Wealth Management
Michigan
$668K +$556 +3 +0.1%
FDS
2265
First Dallas Securities
Texas
$668K -$6.11K -33 -0.9%
RWA
2266
Redhawk Wealth Advisors
Minnesota
$668K +$249K +1,345 +59%
WE
2267
Wealth Effects
Massachusetts
$667K -$23.3K -126 -3%
ACI
2268
Alpha Cubed Investments
California
$667K -$47.6K -257 -7%
RP
2269
Rowlandmiller & Partners
Georgia
$665K +$2.41K +13 +0.4%
GA
2270
GoalVest Advisory
New York
$662K -$620K -3,345 -48%
SWM
2271
Silverlake Wealth Management
Vermont
$662K +$2.78K +15 +0.4%
LB
2272
Leo Brokerage
Texas
$661K +$30K +162 +5%
KWM
2273
KFG Wealth Management
Indiana
$660K +$290K +1,564 +78%
LAM
2274
L2 Asset Management
Massachusetts
$658K +$51.9K +280 +9%
RFA
2275
Register Financial Advisors
Georgia
$658K +$239K +1,290 +57%