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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 %
FCIM
1876
Fairview Capital Investment Management
California
$668K -$137 -1 -0%
AF
1877
Alerus Financial
North Dakota
$666K -$6.7K -49 -1%
LSPW
1878
Lake Street Private Wealth
Illinois
$666K +$217K +1,588 +48%
QCM
1879
Quest Capital Management
Texas
$665K -$76.6K -561 -10%
RTC
1880
Riverview Trust Company
Washington
$665K -$33.2K -243 -5%
CISOA
1881
Capital Investment Services of America
Wisconsin
$665K
BWM
1882
Baystate Wealth Management
Massachusetts
$665K +$42.5K +311 +7%
FWM
1883
Fairhaven Wealth Management
Illinois
$663K -$23.4K -171 -3%
TFA
1884
Tobias Financial Advisors
Florida
$663K +$663K +4,857 New
SDAM
1885
Shulman DeMeo Asset Management
New York
$662K +$38.8K +284 +6%
PWP
1886
Principle Wealth Partners
Connecticut
$661K
AIA
1887
Arbor Investment Advisors
North Carolina
$660K
KA
1888
Klingman & Associates
New York
$657K +$4.24K +31 +0.6%
NIM
1889
NuWave Investment Management
New Jersey
$657K +$326K +2,383 +98%
PA
1890
Probity Advisors
Texas
$654K +$131K +956 +25%
BWM
1891
Buckley Wealth Management
Nevada
$652K -$26.6K -195 -4%
VSWA
1892
Vontobel Swiss Wealth Advisors
Switzerland
$650K -$423K -3,098 -39%
MWP
1893
MYCIO Wealth Partners
Pennsylvania
$647K +$110K +807 +21%
BZWA
1894
Blue Zone Wealth Advisors
California
$647K +$647K +4,731 New
DLCIG
1895
D.L. Carlson Investment Group
New Hampshire
$645K
RWM
1896
Ritholtz Wealth Management
New York
$641K +$17.9K +131 +3%
CCM
1897
Crabel Capital Management
California
$639K -$8.89K -65 -1%
BRWM
1898
B. Riley Wealth Management
Tennessee
$634K -$13.8K -101 -2%
CCM
1899
Compass Capital Management
Minnesota
$633K
MIM
1900
Miller Investment Management
Pennsylvania
$633K