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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 %
AAP
2301
Arax Advisory Partners
Colorado
$659K -$27.7K -163 -4%
TA
2302
Townsend & Associates
Colorado
$659K +$497 +3 +0.1%
TFA
2303
Transamerica Financial Advisors
Florida
$658K -$373K -2,196 -36%
P
2304
&Partners
Tennessee
$657K +$421K +2,462 +178%
LL
2305
LWMG LLC
Minnesota
$657K +$9.68K +57 +1%
SWM
2306
Silverlake Wealth Management
Vermont
$656K -$14.6K -86 -2%
CBT
2307
Central Bank & Trust
Kentucky
$656K +$123K +724 +23%
RFA
2308
Register Financial Advisors
Georgia
$656K +$96.8K +570 +17%
PDL
2309
Portfolio Design Labs
California
$653K +$653K +3,845 New
CISOA
2310
Capital Investment Services of America
Wisconsin
$653K +$5.94K +35 +0.9%
RWPA
2311
Richard W. Paul & Associates
Michigan
$652K +$5.61K +33 +0.9%
RPA
2312
Rock Point Advisors
Vermont
$651K -$12.7K -75 -2%
CIS
2313
Custom Index Systems
New York
$650K +$650K +3,826 New
CAL
2314
Capital Advisors Ltd
Ohio
$649K -$18.5K -109 -3%
CWM
2315
Castle Wealth Management
Florida
$649K +$56.6K +331 +10%
SCM
2316
SOL Capital Management
Maryland
$647K
EP
2317
Edgestream Partners
New Jersey
$647K -$2.79M -16,421 -81%
1WM
2318
1900 Wealth Management
Texas
$647K +$59.1K +348 +10%
SHGA
2319
Sand Hill Global Advisors
California
$646K +$98.2K +578 +18%
FPCP
2320
Fort Point Capital Partners
California
$646K +$31.6K +186 +5%
CCM
2321
Compass Capital Management
Minnesota
$643K
CG
2322
Cutler Group
California
$642K -$739K -4,356 -54%
RP
2323
Rice Partnership
Hawaii
$642K -$5.1K -30 -0.8%
EA
2324
Eudaimonia Advisors
Tennessee
$641K -$2.04K -12 -0.3%
NQWM
2325
Northwest Quadrant Wealth Management
Oregon
$639K +$89K +524 +16%