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PepsiCo

2,724 hedge funds and large institutions have $149B invested in PepsiCo in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 1,197 increasing their positions, 1,057 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-17
Holders Change %
-0.62%
% of All Funds
47.84%
Holding in Top 10
110
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.76%
% of All Funds
1.93%
New
111
Increased
1,197
Reduced
1,057
Closed
91
Calls
$1.41B
Puts
$1.81B
Net Calls
-$406M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
2526
Golden State Equity Partners
California
$228K -$41.1K -273 -15%
RWB
2527
RMR Wealth Builders
New Jersey
$228K
NFG
2528
Northeast Financial Group
Pennsylvania
$228K +$602 +4 +0.3%
W
2529
WealthOne
New York
$227K -$15.8K -105 -7%
FFA
2530
Freedman Financial Associates
Massachusetts
$227K +$300 +2 +0.1%
CFSG
2531
Community Financial Services Group
Vermont
$226K -$40.9K -272 -15%
JWM
2532
Janiczek Wealth Management
Colorado
$226K -$3.61K -24 -2%
KIM
2533
Karpus Investment Management
New York
$226K
MC
2534
Montag & Caldwell
Georgia
$226K
CCM
2535
Colorado Capital Management
Colorado
$226K +$5.11K +34 +2%
CAN
2536
Claraphi Advisory Network
United States
$226K +$6.47K +43 +3%
1WM
2537
1900 Wealth Management
Texas
$225K +$151 +1 +0.1%
AC
2538
Avestar Capital
New York
$225K +$4.52K +30 +2%
ACWM
2539
Adams Chetwood Wealth Management
North Carolina
$224K
CFN
2540
Cordasco Financial Network
Florida
$224K +$4.06K +27 +2%
ZIG
2541
Zuckerman Investment Group
Illinois
$223K +$223K +1,484 New
LWA
2542
Lenox Wealth Advisors
New York
$221K -$15.5K -103 -7%
CAM
2543
Claret Asset Management
Quebec, Canada
$221K -$3.01K -20 -1%
TC
2544
Tatro Capital
Kentucky
$219K -$452 -3 -0.2%
CCA
2545
Conestoga Capital Advisors
Pennsylvania
$218K
ACA
2546
Atlas Capital Advisors
Wyoming
$218K
ACM
2547
Ategra Capital Management
Virginia
$217K
BIM
2548
Bridgecreek Investment Management
Oklahoma
$217K
PFWA
2549
Paces Ferry Wealth Advisors
Georgia
$216K -$28.2K -187 -12%
BIA
2550
Barry Investment Advisors
Massachusetts
$215K -$35.4K -235 -14%