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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 %
VVP
1226
Venture Visionary Partners
Ohio
$2.78M +$2.14M +14,419 +333%
PFO
1227
Pathstone Family Office
New Jersey
$2.78M +$2.39M +16,084 +611%
MWM
1228
Meridian Wealth Management
Kentucky
$2.78M +$615K +4,149 +28%
CP
1229
Cumberland Partners
Ontario, Canada
$2.77M -$8.01M -54,007 -74%
VNA
1230
Valley National Advisers
Pennsylvania
$2.76M -$134K -906 -5%
IWM
1231
IHT Wealth Management
Illinois
$2.76M +$508K +3,425 +23%
HVM
1232
Harvest Volatility Management
Connecticut
$2.75M +$2.75M +18,554 New
LDB
1233
Lee, Danner & Bass
Tennessee
$2.75M -$61K -411 -2%
BWP
1234
BSW Wealth Partners
Colorado
$2.74M +$300K +2,020 +12%
MCWS
1235
McKinley Carter Wealth Services
West Virginia
$2.74M -$26K -175 -0.9%
ST
1236
Somerset Trust
Pennsylvania
$2.73M -$4.75K -32 -0.2%
BWAM
1237
Boyd Watterson Asset Management
Ohio
$2.73M +$32.8K +221 +1%
GC
1238
Gratus Capital
Georgia
$2.73M +$74.4K +502 +3%
IA
1239
IFP Advisors
Florida
$2.72M -$297K -2,008 -10%
MCP
1240
Martin Capital Partners
Oregon
$2.72M +$13.9K +94 +0.5%
FMT
1241
First Mercantile Trust
Tennessee
$2.72M +$146K +984 +6%
WPC
1242
White Pine Capital
Minnesota
$2.7M -$57.8K -390 -2%
HHAA
1243
Henry H. Armstrong Associates
Pennsylvania
$2.7M -$5.93K -40 -0.2%
RIL
1244
Rothschild Investment LLC
Illinois
$2.69M -$145K -980 -5%
NONA
1245
Ninety One North America
New York
$2.69M +$218K +1,472 +9%
AWM
1246
Avitas Wealth Management
California
$2.69M -$1.42M -9,554 -35%
PWA
1247
Phoenix Wealth Advisors
North Carolina
$2.68M +$2.68M +18,042 New
CCMD
1248
Cypress Capital Management (Delaware)
Delaware
$2.67M -$59.3K -400 -2%
SIMM
1249
Stillwater Investment Management (Minnesota)
Minnesota
$2.67M -$56.6K -382 -2%
CG
1250
CFO4Life Group
Texas
$2.67M +$10.8K +73 +0.4%