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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 %
Edgewood Management
1001
Edgewood Management
Connecticut
$4.17M -$315K -2,125 -7%
AAM
1002
Azzad Asset Management
Virginia
$4.17M +$166K +1,118 +4%
BA
1003
Baugh & Associates
Georgia
$4.16M -$35.7K -241 -0.9%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$4.14M -$10.1K -68 -0.2%
BP
1005
Ballentine Partners
Massachusetts
$4.13M -$275K -1,851 -6%
CFMC
1006
Curbstone Financial Management Corp
New Hampshire
$4.12M +$35.6K +240 +0.9%
NPT
1007
Nixon Peabody Trust
Massachusetts
$4.1M -$70.4K -475 -2%
IAN
1008
Integrated Advisors Network
Texas
$4.1M +$84.5K +570 +2%
BMC
1009
Beaton Management Company
Massachusetts
$4.07M -$8.9K -60 -0.2%
CCG
1010
Chatham Capital Group
Georgia
$4.05M +$37.8K +255 +0.9%
CFGS
1011
Concourse Financial Group Securities
Alabama
$4.03M +$250K +1,678 +7%
MC
1012
Mathes Company
New York
$4.03M -$42.3K -285 -1%
CS
1013
Cannell & Spears
New York
$4.02M +$22.1K +149 +0.6%
PWM
1014
Peterson Wealth Management
Nevada
$4.02M +$35.3K +238 +0.9%
CW
1015
CreativeOne Wealth
Kansas
$4.02M +$3.48M +23,432 +638%
MIP
1016
Marietta Investment Partners
Wisconsin
$4M
NSAM
1017
North Star Asset Management
Wisconsin
$4M +$162K +1,094 +4%
PAM
1018
Pegasus Asset Management
New York
$4M +$186K +1,254 +5%
AAMA
1019
Advanced Asset Management Advisors
Ohio
$4M -$178K -1,200 -4%
PI
1020
Pettee Investors
Connecticut
$3.98M
WSCM
1021
Wellington Shields Capital Management
New York
$3.98M +$1.74M +11,714 +78%
DW
1022
Domani Wealth
Pennsylvania
$3.97M -$87K -587 -2%
WCM
1023
Whitener Capital Management
North Carolina
$3.96M -$179K -1,205 -4%
Rafferty Asset Management
1024
Rafferty Asset Management
New York
$3.95M +$397K +2,674 +11%
IMOV
1025
Investment Management of Virginia
Virginia
$3.95M +$31K +209 +0.8%