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PepsiCo

2,998 hedge funds and large institutions have $165B invested in PepsiCo in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,300 increasing their positions, 1,159 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
-14
Holders Change %
-0.46%
% of All Funds
50.69%
Holding in Top 10
240
Holding in Top 10 Change
+94
Holding in Top 10 Change %
+64.38%
% of All Funds
4.06%
New
121
Increased
1,300
Reduced
1,159
Closed
89
Calls
$1.42B
Puts
$1.19B
Net Calls
+$230M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
BFAG
2401
Blackston Financial Advisory Group
Florida
$440K +$141K +830 +47%
AAP
2402
Arax Advisory Partners
Colorado
$439K +$2K +12 +0.5%
WCWM
2403
Willow Creek Wealth Management
California
$439K +$83.3K +500 +23%
AC
2404
Annandale Capital
Texas
$438K
NF
2405
Norwood Financial
Pennsylvania
$433K
MAM
2406
MMA Asset Management
Pennsylvania
$433K
AWS
2407
Arkfeld Wealth Strategies
Nebraska
$432K
FA
2408
Fagan Associates
New York
$431K +$1.83K +11 +0.4%
QPWM
2409
Quadrant Private Wealth Management
Pennsylvania
$430K -$40.3K -242 -9%
BI
2410
Ballast Inc
Kentucky
$430K -$499 -3 -0.1%
FNA
2411
First National Advisers
Nebraska
$430K +$430K +2,579 New
QFA
2412
Quantum Financial Advisors
California
$427K +$427K +2,429 New
Bank of Montreal
2413
Bank of Montreal
Ontario, Canada
$427K +$39.9K +228,683 +10%
WCM
2414
Wedge Capital Management
North Carolina
$426K -$5K -30 -1%
TW
2415
TrinityPoint Wealth
Connecticut
$426K +$39.7K +238 +10%
OWM
2416
Opes Wealth Management
California
$425K -$4.67K -28 -1%
LFM
2417
LGT Fund Management
Liechtenstein
$425K
SICM
2418
Sustainable Insight Capital Management
New York
$425K +$425K +2,507 New
IIA
2419
Integral Investment Advisors
California
$424K -$67.8K -407 -14%
AIFAIM
2420
American Institute for Advanced Investment Management
Arizona
$424K
ABLA
2421
Alan B. Lancz & Associates
Ohio
$423K -$175K -998 -29%
ACA
2422
Ackerman Capital Advisors
Texas
$423K
SFP
2423
Sweet Financial Partners
Minnesota
$423K
BWA
2424
Burt Wealth Advisors
Maryland
$423K +$834 +5 +0.2%
DWM
2425
Darwin Wealth Management
Florida
$422K +$422K +2,404 New