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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 %
TPCM
2376
Templeton & Phillips Capital Management
Tennessee
$599K -$232K -1,368 -28%
BWM
2377
BlackDiamond Wealth Management
New York
$599K +$30.6K +179 +5%
ES
2378
ETF Store
Kansas
$599K +$6.28K +37 +1%
EAM
2379
Empirical Asset Management
Massachusetts
$598K +$1.36K +8 +0.2%
UF
2380
Univest Financial
Pennsylvania
$598K -$6.96K -41 -1%
WFA
2381
Websterrogers Financial Advisors
South Carolina
$596K +$70K +412 +13%
SWIM
2382
Smallwood Wealth Investment Management
New Jersey
$595K
AA
2383
Alta Advisers
United Kingdom
$594K
SMH
2384
Sanders Morris Harris
Texas
$593K -$70.3K -415 -11%
BWM
2385
Birchcreek Wealth Management
Ohio
$593K -$7.64K -45 -1%
SFA
2386
Seneca Financial Advisors
New York
$592K +$170 +1 +0%
WDG
2387
Wealth Dimensions Group
Ohio
$592K -$3.06K -18 -0.5%
BBNA
2388
Bremer Bank National Association
Minnesota
$592K -$24.3K -143 -4%
GCM
2389
Greenland Capital Management
New York
$590K +$369K +2,175 +167%
AW
2390
Apricus Wealth
South Carolina
$590K +$194K +1,142 +49%
SFG
2391
SNS Financial Group
Minnesota
$589K +$1.37K +8 +0.2%
LWL
2392
Leo Wealth LLC
Texas
$588K +$588K +3,517 New
SIC
2393
Samalin Investment Counsel
New York
$588K +$7.47K +44 +1%
APW
2394
Austin Private Wealth
Texas
$588K +$19.2K +113 +3%
WFAG
2395
Worth Financial Advisory Group
North Carolina
$585K +$13.2K +78 +2%
PCM
2396
Perritt Capital Management
Illinois
$584K -$58.3K -343 -9%
VC
2397
Veracity Capital
Georgia
$584K -$2.89K -17 -0.5%
DLCIG
2398
D.L. Carlson Investment Group
New Hampshire
$582K -$124K -741 -18%
CFGA
2399
Cambridge Financial Group (Arizona)
Arizona
$581K +$581K +3,419 New
BMM
2400
Buffington Mohr McNeal
Idaho
$580K -$7.98K -47 -1%