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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 %
PPP
2351
Private Portfolio Partners
New Jersey
$575K +$30.7K +181 +6%
IFWM
2352
Institute for Wealth Management
Colorado
$575K +$169 +1 +0%
C
2353
Certuity
Florida
$574K +$209K +1,232 +57%
FNBOH
2354
First National Bank of Hutchinson
Kansas
$573K -$70.7K -417 -11%
MGAM
2355
McGowan Group Asset Management
Texas
$572K +$508 +3 +0.1%
WFAG
2356
Worth Financial Advisory Group
North Carolina
$571K +$90.1K +532 +19%
OLVIG
2357
Oliver Lagore Vanvalin Investment Group
Michigan
$570K +$93.2K +550 +20%
WA
2358
WealthTrust Axiom
Pennsylvania
$569K -$226K -1,332 -28%
JEST
2359
JTC Employer Solutions Trustee
Jersey
$568K
APW
2360
Austin Private Wealth
Texas
$567K -$31.4K -185 -5%
SWA
2361
Sax Wealth Advisors
New Jersey
$567K
MIA
2362
Milestone Investment Advisors
Wisconsin
$566K +$566K +3,338 New
ES
2363
ETF Store
Kansas
$566K +$3.73K +23 +0.7%
WF
2364
Wayfinding Financial
Washington
$564K -$4.57K -27 -0.8%
APC
2365
Aspire Private Capital
North Carolina
$563K -$89.3K -527 -14%
LWM
2366
Liberty Wealth Management
California
$563K -$14.4K -85 -2%
LAM
2367
LifePro Asset Management
California
$562K -$49.1K -290 -8%
AA
2368
Auxano Advisors
Washington
$561K +$22.5K +133 +4%
MIM
2369
Merrion Investment Management
New Jersey
$558K
RFA
2370
Register Financial Advisors
Georgia
$558K -$44.1K -260 -7%
GLA
2371
Good Life Advisors
Pennsylvania
$557K -$22.7K -134 -4%
HSWM
2372
Hubbell Strickland Wealth Management
Louisiana
$557K +$1.02K +6 +0.2%
TCM
2373
Tanaka Capital Management
New York
$555K -$10.2K -60 -2%
PWA
2374
PCG Wealth Advisors
Kansas
$555K +$2.2K +13 +0.4%
PRS
2375
Pinkerton Retirement Specialists
Idaho
$554K -$13.9K -82 -2%