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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 %
BFG
1901
Barber Financial Group
Kansas
$275K -$74.7K -683 -21%
BWM
1902
BigSur Wealth Management
Florida
$275K -$5.35K -49 -2%
CWM
1903
Connecticut Wealth Management
Connecticut
$274K +$274K +2,560 New
LA
1904
LexAurum Advisors
Kansas
$273K -$10.2K -93 -4%
KIM
1905
Karpus Investment Management
New York
$273K
OLA
1906
Oliver Luxxe Assets
New Jersey
$271K -$48.8K -447 -15%
AWA
1907
Alaska Wealth Advisors
Alaska
$271K
MFG
1908
Monte Financial Group
Connecticut
$267K
POIA
1909
Pin Oak Investment Advisors
Texas
$266K
BCM
1910
Beck Capital Management
Texas
$266K +$5.99K +55 +2%
HHGA
1911
Halbert Hargrove Global Advisors
California
$266K +$57.7K +529 +28%
LFA
1912
Legacy Financial Advisors
Kentucky
$265K -$11.9K -109 -4%
PW
1913
Peninsula Wealth
California
$264K +$264K +2,414 New
DCM
1914
Donaldson Capital Management
Indiana
$262K -$38.1K -349 -13%
LWA
1915
Lenox Wealth Advisors
New York
$261K +$118K +1,087 +83%
C
1916
Cerebellum
California
$260K -$40.6K -372 -14%
AIP
1917
Almanack Investment Partners
Pennsylvania
$259K +$100K +917 +63%
EWF
1918
Epstein & White Financial
California
$258K -$4.66K -36 -2%
TCM
1919
Tradewinds Capital Management
Washington
$257K -$22.1K -203 -8%
RP
1920
Rowlandmiller & Partners
Georgia
$255K -$24.6K -225 -9%
CBB
1921
Citizens Business Bank
California
$255K -$34.6K -317 -12%
HA
1922
Harfst & Associates
Wyoming
$254K
LCOV
1923
London Company of Virginia
Virginia
$253K -$4.91K -45 -2%
HCA
1924
Horan Capital Advisors
Ohio
$252K -$10.9K -100 -4%
CAL
1925
Capital Advisors Ltd
Ohio
$250K +$109 +1 +0%