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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 %
PWMG
2326
Provence Wealth Management Group
California
$619K +$52.6K +284 +9%
JEST
2327
JTC Employer Solutions Trustee
Jersey
$619K
TCM
2328
Tanaka Capital Management
New York
$618K -$926 -5 -0.1%
SIC
2329
Samalin Investment Counsel
New York
$616K -$4.63K -25 -0.7%
AI
2330
AXS Investments
New York
$612K -$87.2K -471 -12%
SWIM
2331
Smallwood Wealth Investment Management
New Jersey
$612K +$556 +3 +0.1%
AAP
2332
Arax Advisory Partners
Colorado
$611K +$120K +646 +24%
MIM
2333
Merrion Investment Management
New Jersey
$610K
CWC
2334
Carolinas Wealth Consulting
North Carolina
$609K -$13.2K -424 -2%
HSWM
2335
Hubbell Strickland Wealth Management
Louisiana
$608K -$42.4K -229 -7%
CG
2336
Clifford Group
Massachusetts
$608K +$608K +3,280 New
CMS
2337
Capital Market Strategies
Florida
$607K +$607K +3,275 New
AG
2338
AIA Group
Hong Kong
$605K -$4.95M -26,701 -89%
PWA
2339
PCG Wealth Advisors
Kansas
$604K +$2.04K +11 +0.3%
BWA
2340
BDO Wealth Advisors
Florida
$604K +$60.2K +325 +11%
FCIM
2341
Fairview Capital Investment Management
California
$602K
CFG
2342
Cooper Financial Group
California
$601K -$367K -1,983 -38%
WDG
2343
Wealth Dimensions Group
Ohio
$601K +$741 +4 +0.1%
AC
2344
Avestar Capital
New York
$599K -$18K -97 -3%
NAMM
2345
NorthStar Asset Management (Massachusetts)
Massachusetts
$598K -$3.7K -20 -0.6%
BWM
2346
BlackDiamond Wealth Management
New York
$598K +$33.3K +174 +6%
6F
2347
626 Financial
Michigan
$598K +$556 +3 +0.1%
NQWM
2348
Northwest Quadrant Wealth Management
Oregon
$597K -$40.2K -217 -6%
PPP
2349
Private Portfolio Partners
New Jersey
$595K +$185 +1 +0%
HWA
2350
Heartwood Wealth Advisors
Virginia
$594K