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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 %
FNBOMD
2401
First National Bank of Mount Dora
Florida
$580K
MGWM
2402
Marks Group Wealth Management
Minnesota
$578K +$36K +212 +7%
MFG
2403
Menard Financial Group
Texas
$578K
KS
2404
Karpas Strategies
Connecticut
$577K -$60K -353 -9%
HCM
2405
Highview Capital Management
Illinois
$576K -$152K -894 -21%
LWM
2406
Liberty Wealth Management
California
$576K +$12.1K +71 +2%
RIM
2407
Rakuten Investment Management
Japan
$576K +$576K +3,400 New
LA
2408
Latitude Advisors
Florida
$576K -$30.9K -182 -5%
FCIM
2409
Fairview Capital Investment Management
California
$575K +$22.9K +135 +4%
IP
2410
Intellectus Partners
California
$575K -$25.7K -150 -4%
WA
2411
WealthTrust Axiom
Pennsylvania
$575K +$4.25K +25 +0.7%
MGAM
2412
McGowan Group Asset Management
Texas
$574K
CG
2413
Clifford Group
Massachusetts
$574K -$5.78K -34 -1%
RIS
2414
Retirement Income Solutions
Michigan
$574K -$50.9K -300 -8%
IFWM
2415
Institute for Wealth Management
Colorado
$573K -$2.89K -17 -0.5%
FNBOH
2416
First National Bank of Hutchinson
Kansas
$573K -$849 -5 -0.1%
PPP
2417
Private Portfolio Partners
New Jersey
$572K -$4.42K -26 -0.8%
LAM
2418
LifePro Asset Management
California
$570K +$6.62K +39 +1%
CBNLCF
2419
Cognios Beta Neutral Large Cap Fund
Kansas
$568K -$183K -1,078 -24%
CWC
2420
Carolinas Wealth Consulting
North Carolina
$568K +$465 +16 +0.1%
RWA
2421
Rooted Wealth Advisors
Illinois
$568K +$15.6K +91 +3%
RTC
2422
Riverview Trust Company
Washington
$567K -$31.8K -187 -5%
SWP
2423
Strategic Wealth Partners
Ohio
$567K -$29.2K -172 -5%
BSSFA
2424
Baron Silver Stevens Financial Advisors
Florida
$566K -$25.3K -149 -4%
OFG
2425
Oxford Financial Group
Indiana
$566K +$15.1K +89 +3%