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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 %
PWP
2376
Phillips Wealth Planners
Mississippi
$573K -$40.7K -220 -7%
AWA
2377
AmeriServ Wealth Advisors
Pennsylvania
$571K -$199K -1,074 -26%
RCA
2378
Riverview Capital Advisers
Massachusetts
$570K +$5.19K +28 +0.9%
Dodge & Cox
2379
Dodge & Cox
California
$570K
CWA
2380
Clearview Wealth Advisors
Oregon
$568K -$19.4K -105 -3%
SWG
2381
Summit Wealth Group
Vermont
$567K -$103M -554,959 -99%
TBWA
2382
Three Bridge Wealth Advisors
California
$566K -$16.5K -89 -3%
EP
2383
Edgestream Partners
New Jersey
$565K +$14.1K +76 +3%
JAFL
2384
Jay A. Fishman Ltd
Michigan
$565K +$185K +1,000 +49%
SIG
2385
Spinnaker Investment Group
California
$564K
HIS
2386
Harvest Investment Services
Illinois
$564K +$564K +3,045 New
CG
2387
Corundum Group
Colorado
$563K +$286K +1,545 +103%
MIS
2388
Morningstar Investment Services
Illinois
$562K +$102K +556 +22%
SIP
2389
Stoneridge Investment Partners
Pennsylvania
$562K +$562K +3,033 New
HS
2390
Horan Securities
United States
$561K
NF
2391
Norwood Financial
Pennsylvania
$560K +$61.9K +334 +12%
CWM
2392
Castle Wealth Management
Florida
$560K +$16.1K +87 +3%
MIM
2393
Morningstar Investment Management
Illinois
$558K
TC
2394
Trilogy Capital
California
$557K +$28.7K +151 +5%
BFG
2395
Bouchey Financial Group
New York
$556K +$926 +5 +0.2%
AWP
2396
Abacus Wealth Partners
California
$556K +$7.97K +43 +1%
TCM
2397
Traynor Capital Management
Pennsylvania
$556K +$18.7K +101 +3%
NWM
2398
Northwest Wealth Management
Iowa
$556K -$5.19K -28 -0.9%
GAM
2399
GEM Asset Management
Michigan
$556K
OCM
2400
Orion Capital Management
California
$554K