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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
UF
2276
Univest Financial
Pennsylvania
$628K -$28.8K -158 -4%
NQWM
2277
Northwest Quadrant Wealth Management
Oregon
$627K +$5.1K +28 +0.8%
RHP
2278
Royal Harbor Partners
Texas
$627K +$3.83K +21 +0.6%
SFG
2279
SNS Financial Group
Minnesota
$626K -$547 -3 -0.1%
MFG
2280
Menard Financial Group
Texas
$625K
WP
2281
Wealthspan Partners
Iowa
$625K +$3.1K +17 +0.5%
KFA
2282
Kelleher Financial Advisors
New York
$625K -$80.2K -440 -11%
FH
2283
FWG Holdings
Florida
$625K -$56.2K -308 -8%
BWM
2284
Birchcreek Wealth Management
Ohio
$624K
WAM
2285
WFA Asset Management
Wisconsin
$624K +$4.01K +22 +0.6%
FA
2286
Fagan Associates
New York
$624K +$45.6K +250 +8%
FPCP
2287
Fort Point Capital Partners
California
$621K +$25.7K +141 +4%
1WM
2288
1900 Wealth Management
Texas
$621K
LB
2289
Leo Brokerage
Texas
$621K +$621K +3,404 New
TFP
2290
Tilia Fiduciary Partners
North Carolina
$619K -$3.17M -17,374 -84%
BAG
2291
Briggs Advisory Group
Rhode Island
$619K
IFWM
2292
Institute for Wealth Management
Colorado
$618K -$38.5K -211 -6%
CBT
2293
Central Bank & Trust
Kentucky
$617K +$40.1K +220 +7%
MGAM
2294
McGowan Group Asset Management
Texas
$615K +$2.55K +14 +0.4%
LPIC
2295
LeJeune Puetz Investment Counsel
Michigan
$615K +$6.2K +34 +1%
DI
2296
Disciplined Investments
Oklahoma
$614K +$191K +1,049 +45%
RIG
2297
RiverFront Investment Group
Virginia
$614K -$81.1K -445 -12%
RW
2298
REDW Wealth
New Mexico
$613K +$109K +599 +22%
OTL
2299
Oak Thistle LLC
New York
$612K +$612K +3,358 New
FA
2300
Faithward Advisors
Pennsylvania
$612K +$612K +3,132 New