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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 %
SWA
2351
Sax Wealth Advisors
New Jersey
$621K +$52.3K +308 +9%
OL
2352
OneFund LLC
Florida
$618K +$618K +3,637 New
VCM
2353
Versant Capital Management
Arizona
$617K -$16K -94 -3%
CHA
2354
Cooper/Haims Advisors
New York
$616K
BLAM
2355
Bourne Lent Asset Management
New York
$616K -$204K -1,200 -25%
DOA
2356
D'Orazio & Associates
Virginia
$616K -$162K -956 -21%
GC
2357
Garde Capital
Washington
$615K -$404K -2,379 -40%
DF
2358
Donoghue Forlines
Massachusetts
$614K -$98.8K -582 -14%
CAM
2359
Cubic Asset Management
Massachusetts
$613K
FDS
2360
First Dallas Securities
Texas
$612K -$671K -3,952 -52%
PC
2361
Pecaut & Co
Iowa
$611K -$170K -1,000 -22%
MIM
2362
Merrion Investment Management
New Jersey
$611K +$51K +300 +9%
SC
2363
Stephens Consulting
Michigan
$610K -$23.4K -138 -4%
WE
2364
Wealth Effects
Massachusetts
$609K -$7.3K -43 -1%
CWM
2365
C2C Wealth Management
Arizona
$607K -$339K -2,004 -36%
WC
2366
Wynn Capital
Georgia
$607K +$607K +3,574 New
SCA
2367
Sandy Cove Advisors
Massachusetts
$606K -$99.5K -586 -14%
AWM
2368
AllSquare Wealth Management
New York
$605K
TFP
2369
Tilia Fiduciary Partners
North Carolina
$604K -$4.93K -29 -0.8%
ISWM
2370
Independent Solutions Wealth Management
New York
$604K -$364K -2,142 -38%
CFA
2371
Capstone Financial Advisors
Illinois
$603K -$13.8K -81 -2%
IGWM
2372
ICA Group Wealth Management
Colorado
$603K -$21.2K -125 -3%
CAM
2373
Covenant Asset Management
New Jersey
$602K
FTIS
2374
First Trust Investment Solutions
Florida
$602K +$602K +3,543 New
HWMG
2375
Hurlow Wealth Management Group
Indiana
$601K -$1.53K -9 -0.3%