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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 %
IIM
2451
Ironwood Investment Management
Massachusetts
$542K
TAM
2452
Trillium Asset Management
Massachusetts
$542K -$73.7K -434 -12%
PW
2453
Peninsula Wealth
California
$541K -$21.4K -126 -4%
WWM
2454
Wagner Wealth Management
South Carolina
$541K +$43.5K +256 +9%
KIA
2455
KLR Investment Advisors
Rhode Island
$541K +$21.7K +127 +4%
CFIA
2456
Cantor Fitzgerald Investment Advisors
New York
$540K +$540K +3,177 New
CCFM
2457
Clear Creek Financial Management
Washington
$538K +$54.4K +320 +11%
IWA
2458
Inspirion Wealth Advisors
Illinois
$537K
CMS
2459
Capital Market Strategies
Florida
$536K +$1.02K +6 +0.2%
GLA
2460
Good Life Advisors
Pennsylvania
$535K -$23.4K -138 -4%
ZAM
2461
Zevin Asset Management
Massachusetts
$535K +$15.3K +90 +3%
ITC
2462
Inspire Trust Company
Nevada
$535K +$535K +3,150 New
WW
2463
Waterfront Wealth
Kansas
$535K -$5.1K -30 -0.9%
AA
2464
Argent Advisors
Louisiana
$535K +$2.55K +15 +0.5%
KP
2465
Keel Point
Alabama
$533K -$110K -647 -17%
KMWM
2466
Keudell/Morrison Wealth Management
Oregon
$532K +$1.53K +9 +0.3%
NAMM
2467
NorthStar Asset Management (Massachusetts)
Massachusetts
$532K
PWMG
2468
Provence Wealth Management Group
California
$529K +$17.7K +104 +3%
BFG
2469
Bouchey Financial Group
New York
$528K +$12.2K +72 +2%
FFG
2470
Frisch Financial Group
New York
$527K +$68K +400 +15%
6F
2471
626 Financial
Michigan
$526K -$9.68K -57 -2%
SIG
2472
Spinnaker Investment Group
California
$526K +$8.49K +50 +2%
HWMC
2473
Heritage Wealth Management (California)
California
$525K +$525K +3,093 New
CBB
2474
Citizens Business Bank
California
$525K -$71.2K -419 -12%
CIA
2475
Compass Ion Advisors
Pennsylvania
$524K -$6.79K -40 -1%