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PepsiCo

2,526 hedge funds and large institutions have $137B invested in PepsiCo in 2019 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 963 increasing their positions, 990 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,526
Holders Change
+203
Holders Change %
+8.74%
% of All Funds
49.88%
Holding in Top 10
167
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-20.1%
% of All Funds
3.3%
New
290
Increased
963
Reduced
990
Closed
59
Calls
$1.36B
Puts
$1.16B
Net Calls
+$197M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWRP
1726
Summit Wealth & Retirement Planning
California
$885K -$410 -3 -0%
EI
1727
Ethic Inc
New York
$882K +$882K +6,450 New
APG
1728
Abacus Planning Group
South Carolina
$880K
FIM
1729
Frontier Investment Management
Texas
$878K +$103K +750 +13%
FMTC
1730
Farmers & Merchants Trust Company
California
$876K -$552K -4,035 -39%
AF
1731
Allworth Financial
California
$872K +$64.3K +470 +8%
EWM
1732
Empirical Wealth Management
Washington
$871K +$237K +1,736 +37%
SRAM
1733
Spouting Rock Asset Management
Pennsylvania
$869K +$869K +6,361 New
RC
1734
Reik & Co
New York
$866K
LWMM
1735
Legacy Wealth Management (Mississippi)
Mississippi
$866K +$866K +6,335 New
EIA
1736
Edgemoor Investment Advisors
Maryland
$864K -$98.6K -722 -10%
WWM
1737
Western Wealth Management
Colorado
$863K -$55.6K -407 -6%
GI
1738
Glovista Investments
New Jersey
$862K
SAM
1739
Summit Asset Management
Tennessee
$858K +$546 +4 +0.1%
GHAM
1740
Gilman Hill Asset Management
Connecticut
$857K -$18.4K -135 -2%
CPIA
1741
Cornell Pochily Investment Advisors
New York
$851K -$22.3K -163 -3%
LMAM
1742
Legg Mason Asset Management
Japan
$849K +$63.9K +470 +8%
IWP
1743
Icon Wealth Partners
Texas
$848K +$6.29K +46 +0.7%
AW
1744
Alpha Windward
Massachusetts
$848K +$10.8K +79 +1%
NFG
1745
Nations Financial Group
Iowa
$848K +$45.5K +333 +6%
DBRC
1746
D.B. Root & Company
Pennsylvania
$847K -$6.55K -48 -0.8%
IIC
1747
Integrated Investment Consultants
Michigan
$846K -$119K -869 -12%
9WM
1748
9258 Wealth Management
Ohio
$846K +$257K +1,883 +44%
BL
1749
BFSG LLC
California
$844K +$126K +920 +18%
MFG
1750
Menard Financial Group
Texas
$840K +$840K +6,144 New