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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 %
SGK
2326
Steigerwald Gordon & Koch
Virginia
$593K -$4.56K -25 -0.8%
NAMM
2327
NorthStar Asset Management (Massachusetts)
Massachusetts
$593K -$38.5K -211 -6%
FCIM
2328
Fairview Capital Investment Management
California
$592K -$68.2K -374 -10%
GLA
2329
Good Life Advisors
Pennsylvania
$592K -$205K -1,126 -26%
PWA
2330
PCG Wealth Advisors
Kansas
$592K +$24.8K +136 +4%
BFA
2331
Brendel Financial Advisors
New Hampshire
$592K +$592K +3,246 New
WDG
2332
Wealth Dimensions Group
Ohio
$591K +$43.4K +238 +8%
HHGA
2333
Halbert Hargrove Global Advisors
California
$590K +$26.1K +143 +5%
CGH
2334
CMG Global Holdings
Texas
$589K +$28.8K +158 +5%
MGWM
2335
Marks Group Wealth Management
Minnesota
$589K
FM
2336
Family Management
New York
$588K -$40.8K -224 -6%
6F
2337
626 Financial
Michigan
$588K +$2.37K +13 +0.4%
PPP
2338
Private Portfolio Partners
New Jersey
$586K -$61.1K -335 -9%
HWA
2339
Heartwood Wealth Advisors
Virginia
$585K -$20.8K -114 -3%
IIM
2340
Ironwood Investment Management
Massachusetts
$582K
SEP
2341
Southland Equity Partners
Missouri
$581K +$4.38K +24 +0.8%
APA
2342
Astoria Portfolio Advisors
New York
$580K +$247K +1,359 +74%
AA
2343
Auxano Advisors
Washington
$579K
AWM
2344
Atticus Wealth Management
Florida
$579K +$62.5K +343 +12%
DIM
2345
Delta Investment Management
California
$579K +$11.5K +63 +2%
BCM
2346
Birmingham Capital Management
Alabama
$579K
CWA
2347
Clearview Wealth Advisors
Oregon
$579K -$167K -915 -22%
FAT
2348
First American Trust
California
$577K -$259K -1,420 -31%
CAL
2349
Capital Advisors Ltd
Ohio
$577K -$131K -718 -19%
GC
2350
Garde Capital
Washington
$576K