PEP icon

PepsiCo

2,140 hedge funds and large institutions have $110B invested in PepsiCo in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 814 increasing their positions, 994 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,140
Holders Change
-11
Holders Change %
-0.51%
% of All Funds
49.12%
Holding in Top 10
151
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-14.2%
% of All Funds
3.47%
New
110
Increased
814
Reduced
994
Closed
96
Calls
$777M
Puts
$506M
Net Calls
+$272M
Net Calls Change
+$427M
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
1726
Clear Harbor Asset Management
Connecticut
$470K +$16.4K +150 +4%
TL
1727
TrueWealth LLC
Georgia
$466K -$10.5K -96 -2%
CWM
1728
Confluence Wealth Management
Oregon
$466K +$19K +174 +4%
CG
1729
Cutler Group
California
$465K +$228K +2,093 +96%
NFG
1730
Nadler Financial Group
Illinois
$463K -$74.9K -686 -14%
Dodge & Cox
1731
Dodge & Cox
California
$463K
SIM
1732
SSI Investment Management
California
$462K -$6.78K -62 -1%
KSA
1733
Ken Stern & Associates
California
$461K -$10.7K -98 -2%
ACP
1734
Aveo Capital Partners
Colorado
$460K -$45.4K -416 -9%
SS
1735
Sunbelt Securities
Texas
$460K +$31K +284 +7%
QC
1736
Quadrature Capital
United Kingdom
$459K +$459K +4,201 New
SMFS
1737
Squar Milner Financial Services
California
$458K +$1.42K +13 +0.3%
HC
1738
Hourglass Capital
Texas
$457K
SFS
1739
Summit Financial Strategies
Ohio
$456K +$234K +2,145 +106%
VCM
1740
Vivaldi Capital Management
Illinois
$455K +$161K +1,477 +55%
CRWM
1741
Castle Rock Wealth Management
California
$454K +$139K +1,269 +44%
PWMAG
1742
Pinnacle Wealth Management Advisory Group
New Jersey
$450K +$9.82K +90 +2%
CBT
1743
Central Bank & Trust
Kentucky
$449K -$14.9K -136 -3%
SHA
1744
Seneca House Advisors
Virginia
$448K -$8.07K -74 -2%
HCM
1745
Hutchinson Capital Management
California
$445K
CAG
1746
Csenge Advisory Group
Florida
$443K +$95.5K +875 +27%
JGUA
1747
John G. Ullman & Associates
New York
$441K -$9.38K -86 -2%
SFG
1748
SNS Financial Group
Minnesota
$439K +$21.7K +199 +5%
BCM
1749
Birmingham Capital Management
Alabama
$437K
DAS
1750
Dynamic Advisor Solutions
Arizona
$437K +$59.4K +545 +16%