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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 %
I
2301
InceptionR
California
$639K +$639K +3,450 New
APA
2302
Astoria Portfolio Advisors
New York
$637K +$39K +208 +7%
RHP
2303
Royal Harbor Partners
Texas
$637K
SFG
2304
SNS Financial Group
Minnesota
$636K -$556 -3 -0.1%
BAG
2305
Briggs Advisory Group
Rhode Island
$635K +$6.48K +35 +1%
SWP
2306
Strategic Wealth Partners
Ohio
$635K -$53.9K -291 -8%
TFP
2307
Tilia Fiduciary Partners
North Carolina
$635K +$5.19K +28 +0.8%
GLA
2308
Good Life Advisors
Pennsylvania
$634K +$32K +173 +5%
FA
2309
Fagan Associates
New York
$631K -$2.41K -13 -0.4%
MFG
2310
Menard Financial Group
Texas
$631K -$4.82K -26 -0.8%
LWM
2311
Liberty Wealth Management
California
$631K +$91.9K +496 +17%
MAM
2312
Meeder Asset Management
Ohio
$629K -$11.2M -60,602 -95%
RWA
2313
Rooted Wealth Advisors
Illinois
$629K +$24.6K +132 +4%
MCM
2314
MV Capital Management
Maryland
$628K +$24.3K +131 +4%
IFWM
2315
Institute for Wealth Management
Colorado
$628K +$185 +1 +0%
PWM
2316
Paulson Wealth Management
Illinois
$627K +$131K +708 +26%
OIM
2317
Orca Investment Management
Oregon
$627K -$15.4K -83 -2%
MGAM
2318
McGowan Group Asset Management
Texas
$625K +$370 +2 +0.1%
1WM
2319
1900 Wealth Management
Texas
$623K -$12.8K -69 -2%
DI
2320
Disciplined Investments
Oklahoma
$623K -$926 -5 -0.1%
AT
2321
Arden Trust
Delaware
$622K -$364K -1,966 -37%
PRS
2322
Pinkerton Retirement Specialists
Idaho
$621K +$49.8K +269 +9%
WP
2323
Wealthspan Partners
Iowa
$620K -$15.2K -82 -2%
AFG
2324
Allegheny Financial Group
Pennsylvania
$620K -$238K -1,284 -28%
SWA
2325
Sax Wealth Advisors
New Jersey
$620K