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PepsiCo

2,707 hedge funds and large institutions have $148B invested in PepsiCo in 2020 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,086 increasing their positions, 1,021 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+196
Holders Change %
+7.81%
% of All Funds
48.03%
Holding in Top 10
145
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-13.17%
% of All Funds
2.57%
New
306
Increased
1,086
Reduced
1,021
Closed
69
Calls
$1.06B
Puts
$1.24B
Net Calls
-$179M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Shares
Change %
OFA
2501
Oak Family Advisors
Illinois
$226K +$226K +1,522 New
SEIA
2502
Signature Estate & Investment Advisors
California
$225K -$19.4K -131 -8%
FAM
2503
Flaharty Asset Management
Florida
$225K +$225K +1,516 New
SAA
2504
Southeast Asset Advisors
Georgia
$225K +$225K +1,518 New
RWB
2505
RMR Wealth Builders
New Jersey
$224K -$277K -1,868 -55%
HFG
2506
Heron Financial Group
New York
$224K +$7.83K +55 +4%
MWM
2507
Mascoma Wealth Management
New Hampshire
$223K +$223K +1,506 New
MC
2508
Montag & Caldwell
Georgia
$222K
JLBC
2509
J.L. Bainbridge & Co
Florida
$222K
CPWM
2510
Cypress Point Wealth Management
Texas
$222K +$222K +1,500 New
TC
2511
Tatro Capital
Kentucky
$221K -$19.2K -129 -8%
SRC
2512
Sage Rhino Capital
California
$221K -$1.19K -8 -0.5%
ACWM
2513
Adams Chetwood Wealth Management
North Carolina
$221K +$221K +1,488 New
FCA
2514
FLC Capital Advisors
California
$220K
SFO
2515
Standard Family Office
South Dakota
$220K +$220K +1,484 New
FWM
2516
Focused Wealth Management
New York
$218K +$5.33K +36 +3%
TWM
2517
TriaGen Wealth Management
California
$217K +$217K +1,465 New
MWM
2518
Merriman Wealth Management
Washington
$216K -$1.49K -10 -0.7%
FFA
2519
Freedman Financial Associates
Massachusetts
$216K +$216K +1,454 New
CF
2520
Clarity Financial
Texas
$216K +$216K +1,458 New
WA
2521
Waverly Advisors
Alabama
$215K -$34.8K -258 -14%
CCA
2522
Conestoga Capital Advisors
Pennsylvania
$215K
SICM
2523
Sustainable Insight Capital Management
New York
$215K +$215K +1,449 New
ACM
2524
Ategra Capital Management
Virginia
$214K -$2.97K -20 -1%
BIM
2525
Bridgecreek Investment Management
Oklahoma
$214K +$214K +1,440 New