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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 %
WHCI
2426
W.H. Cornerstone Investments
Massachusetts
$565K +$116K +685 +26%
FA
2427
Fagan Associates
New York
$564K -$21.9K -129 -4%
FA
2428
Faithward Advisors
Pennsylvania
$561K +$30.1K +176 +6%
APC
2429
Aspire Private Capital
North Carolina
$561K -$3.74K -22 -0.7%
MCM
2430
MV Capital Management
Maryland
$560K -$20.7K -122 -4%
SFSG
2431
Sound Financial Strategies Group
Mississippi
$560K -$272K -1,600 -33%
FFC
2432
First Financial Corp
Indiana
$560K +$22.1K +130 +4%
HFRG
2433
Houlihan Financial Resource Group
Virginia
$559K
PWM
2434
Prentice Wealth Management
New York
$558K +$27K +159 +5%
AA
2435
Auxano Advisors
Washington
$557K -$4.93K -29 -0.9%
PWM
2436
Paulson Wealth Management
Illinois
$557K -$136K -800 -20%
MIM
2437
Marco Investment Management
Georgia
$557K +$26.8K +158 +5%
NAG
2438
Northstar Advisory Group
New Jersey
$555K -$139K -817 -20%
CL
2439
COWA LLC
Oklahoma
$554K +$36.3K +214 +7%
KA
2440
Klingman & Associates
New York
$553K -$188K -1,104 -25%
SCM
2441
Steele Capital Management
Iowa
$553K +$553K +3,255 New
MAM
2442
Meeder Asset Management
Ohio
$552K -$78.8K -464 -12%
WH
2443
Willner & Heller
California
$551K +$551K +3,246 New
FCT
2444
First Community Trust
Iowa
$551K -$102K -600 -16%
TCM
2445
Tanaka Capital Management
New York
$550K -$5.94K -35 -1%
GCM
2446
G2 Capital Management
Ohio
$548K +$548K +3,229 New
TSWM
2447
Tyler-Stone Wealth Management
Ohio
$547K +$33.6K +198 +7%
DIM
2448
Delta Investment Management
California
$545K +$5.44K +32 +1%
BCM
2449
Birmingham Capital Management
Alabama
$544K +$4.25K +25 +0.8%
RIG
2450
RiverFront Investment Group
Virginia
$543K +$8.15K +48 +2%