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PepsiCo

3,179 hedge funds and large institutions have $183B invested in PepsiCo in 2022 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 1,244 increasing their positions, 1,192 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,179
Holders Change
+189
Holders Change %
+6.32%
% of All Funds
51.29%
Holding in Top 10
271
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4.63%
% of All Funds
4.37%
New
341
Increased
1,244
Reduced
1,192
Closed
95
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$63.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HFRG
2301
Houlihan Financial Resource Group
Virginia
$606K
KMWM
2302
Keudell/Morrison Wealth Management
Oregon
$605K +$1.08K +6 +0.2%
JEST
2303
JTC Employer Solutions Trustee
Jersey
$605K
BCG
2304
Breakwater Capital Group
New Jersey
$605K +$605K +3,348 New
SWA
2305
Sax Wealth Advisors
New Jersey
$604K -$60.7K -336 -9%
TCM
2306
Tanaka Capital Management
New York
$604K -$7.22K -40 -1%
LPIC
2307
LeJeune Puetz Investment Counsel
Michigan
$603K
SIA
2308
Strategic Investment Advisors
Michigan
$603K +$131K +723 +28%
SIC
2309
Samalin Investment Counsel
New York
$602K
BFA
2310
BMS Financial Advisors
South Dakota
$601K +$32.3K +179 +6%
FOA
2311
Five Oceans Advisors
California
$601K -$45.3K -251 -7%
HWA
2312
Heartwood Wealth Advisors
Virginia
$600K -$22.4K -124 -4%
BFM
2313
Boothbay Fund Management
New York
$599K +$359K +1,985 +149%
CFO
2314
Callan Family Office
Pennsylvania
$599K +$599K +3,315 New
MIM
2315
Merrion Investment Management
New Jersey
$599K +$45.4K +250 +8%
ES
2316
ETF Store
Kansas
$597K +$5.29K +30 +0.9%
CMS
2317
Capital Market Strategies
Florida
$596K +$19.3K +107 +3%
AP
2318
Advisors Preferred
Maryland
$596K -$7.36K -41 -1%
ALAM
2319
Asahi Life Asset Management
Japan
$593K +$137K +760 +30%
SGK
2320
Steigerwald Gordon & Koch
Virginia
$592K -$33.1K -183 -5%
PWP
2321
Phillips Wealth Planners
Mississippi
$592K +$592K +3,331 New
GAAM
2322
Guinness Atkinson Asset Management
California
$592K -$41K -227 -6%
FPCP
2323
Fort Point Capital Partners
California
$590K
HCP
2324
Hexagon Capital Partners
Arkansas
$589K -$156K -864 -21%
AFM
2325
Andesa Financial Management
Pennsylvania
$589K -$102K -564 -15%