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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 %
DFA
1301
Delta Financial Advisors
Louisiana
$2.45M -$42.7K -288 -2%
AG
1302
AlphaSimPlex Group
Massachusetts
$2.44M +$1.32M +8,875 +117%
DIA
1303
Dana Investment Advisors
Wisconsin
$2.44M +$1.57M +10,576 +180%
PCAP
1304
Pratt Collard Advisory Partners
New York
$2.44M -$65K -438 -3%
ACM
1305
Alta Capital Management
Utah
$2.43M -$2.29M -15,445 -48%
EHWM
1306
Eads & Heald Wealth Management
Georgia
$2.43M +$17.5K +118 +0.7%
LIM
1307
Longfellow Investment Management
Massachusetts
$2.41M +$2.41M +16,241 New
DAS
1308
Dynamic Advisor Solutions
Arizona
$2.41M +$81K +546 +3%
WCA
1309
Westover Capital Advisors
Delaware
$2.41M -$82.3K -555 -3%
DPIM
1310
Duff & Phelps Investment Management
Illinois
$2.4M -$14.8K -100 -0.6%
KFGK
1311
Keystone Financial Group (Kentucky)
Kentucky
$2.4M +$10.5K +71 +0.4%
EP
1312
Eudaimonia Partners
Tennessee
$2.37M -$13.8K -93 -0.6%
BWM
1313
BerganKDV Wealth Management
Minnesota
$2.37M +$46.3K +312 +2%
FPS
1314
Fieldpoint Private Securities
Connecticut
$2.36M -$35.6K -240 -1%
AWM
1315
Avior Wealth Management
Nebraska
$2.36M +$23.6K +159 +1%
MBT
1316
Montecito Bank & Trust
California
$2.35M +$273K +1,840 +13%
IAS
1317
Investment Advisory Services
Texas
$2.34M +$13.5K +91 +0.6%
ACP
1318
Ashfield Capital Partners
California
$2.33M
MSS
1319
Mitchell Sinkler & Starr
Pennsylvania
$2.33M -$308K -2,076 -12%
BSA
1320
Bull Street Advisors
Georgia
$2.32M +$178K +1,197 +8%
HCM
1321
Hengehold Capital Management
Ohio
$2.32M +$1.34K +9 +0.1%
ACS
1322
Archford Capital Strategies
Illinois
$2.32M +$11.2K +78 +0.5%
TA
1323
TFG Advisers
Michigan
$2.31M +$6.53K +44 +0.3%
BDF
1324
Balasa Dinverno & Foltz
$2.31M +$499K +3,367 +28%
DWM
1325
Dakota Wealth Management
Florida
$2.3M +$65.1K +439 +3%