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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 %
SL
2576
Savior LLC
Massachusetts
$146K -$52.2K -353 -26%
ST
2577
Sageworth Trust
Pennsylvania
$146K +$42.1K +284 +41%
SCM
2578
Silvant Capital Management
Georgia
$145K
CCA
2579
Catalyst Capital Advisors
New York
$144K +$144K +974 New
HGWM
2580
Harvest Group Wealth Management
Massachusetts
$142K +$8.18K +55 +6%
CWP
2581
Concord Wealth Partners
Virginia
$142K +$142K +955 New
MHR
2582
Matthew Hamilton Rosenberg
$141K +$15.1K +102 +12%
MLFP
2583
MPS Loria Financial Planners
Illinois
$141K +$18.2K +126 +15%
HRC
2584
Hoertkorn Richard Charles
$138K
LGWM
2585
Litman Gregory Wealth Management
California
$133K -$2.38K -16 -2%
RBC
2586
Roble Belko & Company
Pennsylvania
$133K
KCM
2587
Kathmere Capital Management
Pennsylvania
$132K -$27.2K -183 -17%
IRC
2588
Investors Research Corp
Georgia
$128K
PCA
2589
Providence Capital Advisors
North Carolina
$125K -$3.58M -24,100 -97%
SWM
2590
Selective Wealth Management
Virginia
$125K +$149 +1 +0.1%
CCMW
2591
Cypress Capital Management (Wyoming)
Wyoming
$124K -$27.4K -184 -18%
TFO
2592
Tarbox Family Office
California
$122K
NR
2593
Newfound Research
Massachusetts
$122K +$122K +826 New
SLF
2594
Sun Life Financial
Ontario, Canada
$121K -$2.22K -15 -2%
AJ
2595
Ashburton (Jersey)
Jersey
$120K
SCA
2596
Stuart Chaussee & Associates
California
$118K
LGA
2597
Lebenthal Global Advisors
New York
$116K +$116K +788 New
MFM
2598
MD Financial Management
Ontario, Canada
$113K +$113K +761 New
HS
2599
Horan Securities
United States
$106K +$4.47K +30 +4%
CPFP
2600
Clear Perspectives Financial Planning
Ohio
$105K +$105K +708 New