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PepsiCo

2,701 hedge funds and large institutions have $139B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,209 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,701
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
47.56%
Holding in Top 10
110
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-24.14%
% of All Funds
1.94%
New
133
Increased
1,209
Reduced
1,086
Closed
110
Calls
$1.19B
Puts
$1.18B
Net Calls
+$10.5M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
2526
IAG Wealth Partners
Wisconsin
$216K
CWM
2527
Chronos Wealth Management
Florida
$216K +$216K +1,525 New
HWM
2528
HighMark Wealth Management
Minnesota
$215K -$42K -297 -16%
SEIA
2529
Signature Estate & Investment Advisors
California
$215K
OFA
2530
Oak Family Advisors
Illinois
$215K
FAM
2531
Flaharty Asset Management
Florida
$215K +$848 +6 +0.4%
MFS
2532
Mirabella Financial Services
United Kingdom
$215K +$215K +1,516 New
SAG
2533
Spotlight Asset Group
Illinois
$214K -$53.5K -378 -20%
SRC
2534
Sage Rhino Capital
California
$213K +$2.12K +15 +1%
FDS
2535
First Dallas Securities
Texas
$213K +$14.3K +101 +7%
GSAM
2536
Grant Street Asset Management
Pennsylvania
$213K +$21.6K +153 +11%
MC
2537
Montag & Caldwell
Georgia
$212K
BFIC
2538
Bedell Frazier Investment Counselling
California
$211K +$13.5K +96 +7%
ACWM
2539
Adams Chetwood Wealth Management
North Carolina
$210K
SFO
2540
Standard Family Office
South Dakota
$210K +$565 +4 +0.3%
RC
2541
Rovin Capital
Arizona
$208K +$8.22K +58 +4%
TWM
2542
TriaGen Wealth Management
California
$207K
SDWIA
2543
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$207K +$207K +1,465 New
SFC
2544
SYM Financial Corp
Indiana
$207K +$207K +1,467 New
FFA
2545
Freedman Financial Associates
Massachusetts
$206K +$424 +3 +0.2%
APW
2546
Aurora Private Wealth
New Jersey
$205K -$19.9K -141 -9%
CCA
2547
Conestoga Capital Advisors
Pennsylvania
$205K
ACM
2548
Ategra Capital Management
Virginia
$204K
BIM
2549
Bridgecreek Investment Management
Oklahoma
$204K
CAM
2550
Claret Asset Management
Quebec, Canada
$203K +$4.95K +35 +3%