PEP icon

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 %
SIG
1751
Sargent Investment Group
Maryland
$1M +$228K +1,540 +30%
EAMA
1752
EFG Asset Management (Americas)
Florida
$1M +$9.64K +65 +1%
LTI
1753
Laffer Tengler Investments
Tennessee
$999K +$102K +691 +11%
HI
1754
Hudock Inc
Pennsylvania
$997K -$27.4K -185 -3%
WDC
1755
Woodward Diversified Capital
California
$997K +$997K +6,725 New
MWA
1756
Moser Wealth Advisors
Washington
$992K +$189K +1,275 +24%
LCS
1757
Levin Capital Strategies
New York
$990K
PAM
1758
Paradigm Asset Management
New York
$989K +$148K +1,000 +18%
SWRP
1759
Summit Wealth & Retirement Planning
California
$987K
BCA
1760
Bray Capital Advisors
Florida
$987K +$297 +2 +0%
LCM
1761
LCM Capital Management
Illinois
$987K +$987K +6,640 New
RDWM
1762
Red Door Wealth Management
Tennessee
$983K +$81.7K +551 +9%
SAM
1763
Summit Asset Management
Tennessee
$982K -$10.7K -72 -1%
BG
1764
Berry Group
Massachusetts
$982K
EIP
1765
Ellis Investment Partners
Pennsylvania
$982K +$8.3K +56 +0.9%
MPM
1766
Meritage Portfolio Management
Kansas
$979K +$248K +1,671 +34%
PG
1767
Proffitt & Goodson
Tennessee
$978K +$3.71K +25 +0.4%
BWP
1768
Bernardo Wealth Planning
Pennsylvania
$975K +$4.3K +29 +0.4%
FFA
1769
Founders Financial Alliance
North Carolina
$973K +$81.9K +552 +9%
PP
1770
Professional Planning
California
$971K +$971K +6,546 New
NFG
1771
Nations Financial Group
Iowa
$969K -$24.8K -167 -2%
WAG
1772
Winthrop Advisory Group
Massachusetts
$969K +$63.8K +430 +7%
RC
1773
Reik & Co
New York
$965K
WWM
1774
Western Wealth Management
Colorado
$959K -$424K -2,860 -31%
SWM
1775
Segment Wealth Management
Texas
$959K +$24K +162 +3%