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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 %
LFA
2276
Laraway Financial Advisors
Minnesota
$681K
CP
2277
Covenant Partners
Tennessee
$680K
PFC
2278
Phocas Financial Corp
California
$680K -$367K -2,161 -35%
EFA
2279
Evernest Financial Advisors
Indiana
$680K +$680K +4,001 New
PI
2280
Parkside Investments
Illinois
$679K +$679K +4,000 New
SIA
2281
Soltis Investment Advisors
Utah
$679K -$6.45K -38 -0.9%
OPW
2282
Oxler Private Wealth
New York
$677K -$1.79M -10,555 -73%
SWP
2283
Significant Wealth Partners
Illinois
$677K +$677K +3,985 New
PFG
2284
PAX Financial Group
Texas
$675K +$675K +3,883 New
SCP
2285
Sivia Capital Partners
California
$674K +$674K +3,971 New
TWM
2286
Thrive Wealth Management
Pennsylvania
$674K -$158K -932 -19%
PRWA
2287
Platte River Wealth Advisors
Colorado
$673K +$162K +955 +32%
KWM
2288
KFG Wealth Management
Indiana
$671K -$4.08K -24 -0.6%
FC
2289
Financial Council
Maryland
$670K -$5.44K -32 -0.8%
PWMG
2290
Prestige Wealth Management Group
New Jersey
$669K -$56.8K -332 -8%
CWMGP
2291
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$669K +$220K +1,296 +49%
GSC
2292
Ground Swell Capital
South Carolina
$667K -$500K -2,945 -43%
CFS
2293
Commonwealth Financial Services
West Virginia
$667K -$21.4K -126 -3%
HIIFS
2294
Harel Insurance Investments & Financial Services
Israel
$664K -$145K -854 -18%
PTC
2295
Philadelphia Trust Company
Pennsylvania
$663K +$5.1K +30 +0.8%
CFO
2296
CVA Family Office
Colorado
$662K -$87.5K -515 -12%
BW
2297
BIP Wealth
Georgia
$662K +$210K +1,234 +46%
FH
2298
FWG Holdings
Florida
$662K +$76.8K +454 +13%
BAAM
2299
Baker Avenue Asset Management
California
$661K +$150K +883 +29%
SFS
2300
Security Financial Services
Indiana
$659K +$16.3K +96 +3%