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PepsiCo

2,526 hedge funds and large institutions have $137B invested in PepsiCo in 2019 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 963 increasing their positions, 990 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,526
Holders Change
+203
Holders Change %
+8.74%
% of All Funds
49.88%
Holding in Top 10
167
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-20.1%
% of All Funds
3.3%
New
290
Increased
963
Reduced
990
Closed
59
Calls
$1.36B
Puts
$1.16B
Net Calls
+$197M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RWG
2501
Regal Wealth Group
California
$15K
BCM
2502
Bourgeon Capital Management
Connecticut
$14K
MWA
2503
Moser Wealth Advisors
Washington
$14K +$14K +100 New
NG
2504
NWK Group
California
$14K +$14K +100 New
IRAG
2505
Investment Research & Advisory Group
Georgia
$14K +$14K +101 New
Simplex Trading
2506
Simplex Trading
Illinois
$13K +$13K +100 New
TJHA
2507
Thomas J. Herzfeld Advisors
Florida
$11K -$524 -4 -5%
BC
2508
Barnett & Company
Tennessee
$9K -$69.2K -500 -88%
CIAS
2509
CBIZ Investment Advisory Services
Ohio
$8K
JIR
2510
James Investment Research
Ohio
$8K
SGAM
2511
Smith Group Asset Management
Texas
$8K
NICM
2512
Neo Ivy Capital Management
New York
$8K +$8K +59 New
CMBA
2513
C.M. Bidwell & Associates
Hawaii
$6K
UFF
2514
USA Financial Formulas
Michigan
$5K -$2.76M -22,047 -100%
LWA
2515
Lowe Wealth Advisors
Maryland
$4K
RG
2516
Retirement Group
California
$3K +$3K +23 New
CA
2517
Crewe Advisors
Utah
$3K +$3K +25 New
NDSI
2518
Newman Dignan & Sheerar Inc
Rhode Island
$2.52K +$7 +52 +0.3%
IF
2519
Ironwood Financial
Arizona
$2K
PCFFS
2520
Pacific Center for Financial Services
California
$2K
AC
2521
Asio Capital
Kentucky
$1.88K +$1.88K +13,656 New
FCH
2522
Freestone Capital Holdings
Washington
$1.72K +$871 +6,371 +102%
LS
2523
Leelyn Smith
Illinois
$1.51K +$1.51K +11,118 New
BRC
2524
Bell Rock Capital
Delaware
$1K
TFA
2525
Transamerica Financial Advisors
Florida
$1K +$1K +2 New