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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 %
SIC
2301
Samalin Investment Counsel
New York
$611K +$3.83K +21 +0.6%
LA
2302
Lane & Associates
New Jersey
$611K -$40.1K -220 -6%
JEST
2303
JTC Employer Solutions Trustee
Jersey
$611K
GAAM
2304
Guinness Atkinson Asset Management
California
$610K +$13.1K +72 +2%
BMM
2305
Buffington Mohr McNeal
Idaho
$610K +$228K +1,250 +60%
SWA
2306
Sax Wealth Advisors
New Jersey
$610K
TCM
2307
Tanaka Capital Management
New York
$609K -$911 -5 -0.1%
PFA
2308
Pure Financial Advisors
California
$608K +$17.9K +98 +3%
AC
2309
Avestar Capital
New York
$608K -$16K -88 -3%
GA
2310
Greytown Advisors
Florida
$607K -$6.75K -37 -1%
HFRG
2311
Houlihan Financial Resource Group
Virginia
$604K -$18.2K -100 -3%
WFA
2312
Wade Financial Advisory
California
$604K -$48.3K -265 -7%
CWA
2313
Consilium Wealth Advisory
Texas
$603K -$110K -604 -15%
FOA
2314
Five Oceans Advisors
California
$603K -$3.65K -20 -0.6%
SWIM
2315
Smallwood Wealth Investment Management
New Jersey
$602K -$213K -1,171 -26%
KMWM
2316
Keudell/Morrison Wealth Management
Oregon
$602K -$8.57K -47 -1%
MIM
2317
Merrion Investment Management
New Jersey
$601K
BB
2318
Bell Bank
North Dakota
$600K +$37.7K +207 +7%
SPP
2319
Single Point Partners
Massachusetts
$600K +$6.2K +34 +1%
CCM
2320
Compton Capital Management
Rhode Island
$600K -$1.63M -8,965 -73%
FFC
2321
First Financial Corp
Indiana
$598K -$14.9K -82 -2%
LAM
2322
L2 Asset Management
Massachusetts
$597K +$25.5K +140 +4%
ALAM
2323
Asahi Life Asset Management
Japan
$596K -$2.74K -15 -0.5%
RWA
2324
Rooted Wealth Advisors
Illinois
$595K +$34.9K +190 +6%
MCM
2325
MV Capital Management
Maryland
$595K +$14.4K +79 +2%