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PepsiCo

3,169 hedge funds and large institutions have $170B invested in PepsiCo in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,373 increasing their positions, 1,235 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,169
Holders Change
-22
Holders Change %
-0.69%
% of All Funds
50.53%
Holding in Top 10
171
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-17.79%
% of All Funds
2.73%
New
146
Increased
1,373
Reduced
1,235
Closed
132
Calls
$1.94B
Puts
$1.94B
Net Calls
-$33K
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Shares
Change %
RGF
2426
Retirement Guys Formula
Ohio
$510K -$545K -3,216 -52%
ALAM
2427
Asahi Life Asset Management
Japan
$509K +$5.08K +30 +1%
PRWA
2428
Platte River Wealth Advisors
Colorado
$509K +$241K +1,425 +90%
WW
2429
Waterfront Wealth
Kansas
$509K -$53.6K -335 -10%
HS
2430
Horan Securities
United States
$509K -$4.58K -27 -0.9%
GAM
2431
GEM Asset Management
Michigan
$508K
AWM
2432
Atticus Wealth Management
Florida
$508K -$34.4K -203 -6%
PD
2433
Planning Directions
Pennsylvania
$507K +$2.37K +14 +0.5%
PWP
2434
Phillips Wealth Planners
Mississippi
$506K +$9.79K +61 +2%
TCM
2435
Traynor Capital Management
Pennsylvania
$506K -$3.22K -19 -0.6%
ACM
2436
Arcataur Capital Management
Wisconsin
$505K
NF
2437
Norwood Financial
Pennsylvania
$504K -$8.47K -50 -2%
RW
2438
REDW Wealth
New Mexico
$503K -$29.7K -175 -6%
AIM
2439
Allen Investment Management
New York
$502K +$7.63K +45 +2%
BOM
2440
Bank of Marin
California
$502K
RA
2441
Ruggaard & Associates
Ohio
$501K
PWP
2442
Perfromance Wealth Partners
Illinois
$499K
TRIA
2443
Trail Ridge Investment Advisors
Colorado
$499K -$259K -1,529 -34%
IWP
2444
Innova Wealth Partners
Pennsylvania
$498K
SFG
2445
Steward Financial Group
Texas
$497K -$33K -195 -6%
SFI
2446
SPC Financial Inc
Maryland
$497K +$24.1K +142 +5%
WWM
2447
Wagner Wealth Management
South Carolina
$497K +$54.7K +323 +12%
PWS
2448
Private Wealth Strategies
Ohio
$496K
RB
2449
Renasant Bank
Mississippi
$496K +$24.2K +143 +5%
AA
2450
Alesco Advisors
New York
$496K