PEP icon

PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
SWIM
2326
Smallwood Wealth Investment Management
New Jersey
$594K +$33.9K +200 +6%
WDG
2327
Wealth Dimensions Group
Ohio
$594K +$43.7K +258 +8%
AA
2328
Alta Advisers
United Kingdom
$593K
CFG
2329
Cooper Financial Group
California
$591K +$41.2K +243 +7%
LA
2330
Lane & Associates
New Jersey
$591K +$2.37K +14 +0.4%
SFA
2331
Seneca Financial Advisors
New York
$591K +$169 +1 +0%
BSSFA
2332
Baron Silver Stevens Financial Advisors
Florida
$590K +$3.39K +20 +0.6%
CWM
2333
Castle Wealth Management
Florida
$587K +$74.7K +441 +15%
BMM
2334
Buffington Mohr McNeal
Idaho
$587K
1WM
2335
1900 Wealth Management
Texas
$586K +$16.1K +95 +3%
VC
2336
Veracity Capital
Georgia
$585K -$3.73K -22 -0.6%
FA
2337
Fagan Associates
New York
$585K +$7.29K +43 +1%
LGWM
2338
Litman Gregory Wealth Management
California
$582K +$582K +3,436 New
SFG
2339
SNS Financial Group
Minnesota
$582K +$339 +2 +0.1%
WP
2340
Wealthspan Partners
Iowa
$582K +$14.6K +86 +3%
BAG
2341
Briggs Advisory Group
Rhode Island
$581K
AP
2342
Advisors Preferred
Maryland
$580K +$127K +749 +28%
FH
2343
FWG Holdings
Florida
$580K +$168 +1 +0%
MCM
2344
MV Capital Management
Maryland
$580K +$4.91K +29 +0.9%
RA
2345
RiverPark Advisors
New York
$580K +$580K +3,422 New
SIC
2346
Samalin Investment Counsel
New York
$579K +$15.1K +89 +3%
FNBOMD
2347
First National Bank of Mount Dora
Florida
$578K +$331K +1,951 +133%
CG
2348
Clifford Group
Massachusetts
$578K +$22.4K +132 +4%
JF
2349
Jump Financial
Illinois
$578K +$578K +3,410 New
MFG
2350
Menard Financial Group
Texas
$576K -$678 -4 -0.1%