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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 %
SWIG
2326
Strategic Wealth Investment Group
Kentucky
$637K +$637K +3,753 New
SAM
2327
Sompo Asset Management
Japan
$637K +$187K +1,100 +42%
EFG
2328
Embree Financial Group
Illinois
$637K +$637K +3,750 New
MC
2329
Montag & Caldwell
Georgia
$637K -$16.1K -95 -2%
RWA
2330
Redhawk Wealth Advisors
Minnesota
$637K +$37.9K +223 +6%
SFA
2331
Souders Financial Advisors
Ohio
$637K +$170 +1 +0%
MWA
2332
Monograph Wealth Advisors
California
$636K +$15.9K +93 +3%
UCI
2333
Uncommon Cents Investing
Wisconsin
$635K
IFS
2334
Intelligent Financial Strategies
Minnesota
$634K -$513 -3 -0.1%
MWPCG
2335
Measured Wealth Private Client Group
New Hampshire
$634K -$7.13K -42 -1%
CIG
2336
Cairn Investment Group
Washington
$634K -$15.5K -91 -2%
RCM
2337
Raleigh Capital Management
North Carolina
$634K +$8.32K +49 +1%
LSC
2338
Lesa Sroufe & Co
Washington
$633K
RWP
2339
Ridgecrest Wealth Partners
California
$633K -$679 -4 -0.1%
DAM
2340
Deltec Asset Management
New York
$633K +$633K +3,727 New
HCM
2341
Hutchinson Capital Management
California
$631K -$11.5K -68 -2%
HAFS
2342
Hapanowicz & Associates Financial Services
Pennsylvania
$630K
BB
2343
Burford Brothers
Texas
$628K +$628K +3,696 New
CWP
2344
Capital Wealth Planning
Florida
$627K -$50.1K -295 -7%
LWM
2345
LongView Wealth Management
Georgia
$625K +$625K +3,739 New
CBFP
2346
Cedar Brook Financial Partners
Ohio
$625K +$16.3K +98 +3%
CWM
2347
Cranbrook Wealth Management
Michigan
$624K +$11K +65 +2%
CCIA
2348
Cherry Creek Investment Advisors
Colorado
$623K +$2.04K +12 +0.3%
HWA
2349
Heartwood Wealth Advisors
Virginia
$622K
AIA
2350
Alera Investment Advisors
Illinois
$621K -$51.5K -303 -8%