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PepsiCo

3,152 hedge funds and large institutions have $183B invested in PepsiCo in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,349 increasing their positions, 1,269 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
-27
Holders Change %
-0.85%
% of All Funds
50.45%
Holding in Top 10
252
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.01%
% of All Funds
4.03%
New
150
Increased
1,349
Reduced
1,269
Closed
107
Calls
$1.91B
Puts
$1.83B
Net Calls
+$78.5M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
2401
Perfromance Wealth Partners
Illinois
$537K
FNBSF
2402
First National Bank Sioux Falls
South Dakota
$536K -$1.82K -10 -0.3%
IWA
2403
Inspirion Wealth Advisors
Illinois
$535K +$12.8K +70 +2%
CRI
2404
Colonial River Investments
Virginia
$535K +$17.5K +96 +3%
CIP
2405
Convergence Investment Partners
Florida
$535K -$3.46K -19 -0.6%
CWM
2406
Castle Wealth Management
Florida
$535K -$7.11K -39 -1%
BWA
2407
BDO Wealth Advisors
Florida
$535K
RA
2408
Ruggaard & Associates
Ohio
$535K +$535K +2,932 New
AA
2409
Alesco Advisors
New York
$533K
LAM
2410
LifePro Asset Management
California
$532K
LWM
2411
Liberty Wealth Management
California
$530K +$530K +2,909 New
TCM
2412
Traynor Capital Management
Pennsylvania
$529K -$5.29K -29 -1%
PCG
2413
Prosperity Consulting Group
Maryland
$529K -$35K -192 -6%
BWP
2414
Balboa Wealth Partners
Arizona
$527K +$5.1K +28 +1%
SFI
2415
SPC Financial Inc
Maryland
$527K +$13.7K +75 +3%
SF
2416
Summit Financial
New Jersey
$526K -$24.2K -133 -4%
FFS
2417
Founders Financial Securities
Maryland
$526K +$152K +835 +41%
SAMC
2418
Spectrum Asset Management (California)
California
$526K +$20.6K +113 +4%
FMN
2419
Financial Management Network
California
$523K +$727 +4 +0.1%
IWP
2420
Innova Wealth Partners
Pennsylvania
$523K
PSC
2421
Portman Square Capital
United Kingdom
$521K
AWA
2422
Alaska Wealth Advisors
Alaska
$521K +$13.5K +74 +3%
HP
2423
Hyperion Partners
Pennsylvania
$519K +$182 +1 +0%
SIM
2424
SSI Investment Management
California
$519K -$92.6K -508 -15%
ACM
2425
AUA Capital Management
Pennsylvania
$518K +$365 +2 +0.1%