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PepsiCo

2,466 hedge funds and large institutions have $120B invested in PepsiCo in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 980 increasing their positions, 1,107 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
-60
Holders Change %
-2.38%
% of All Funds
54.47%
Holding in Top 10
213
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+27.54%
% of All Funds
4.71%
New
125
Increased
980
Reduced
1,107
Closed
148
Calls
$1.25B
Puts
$904M
Net Calls
+$343M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
1926
SPC Financial Inc
Maryland
$527K -$12K -100 -2%
MIC
1927
Meridian Investment Counsel
California
$525K
NCM
1928
Northside Capital Management
Oregon
$524K -$20.3K -169 -4%
NFG
1929
Nadler Financial Group
Illinois
$519K -$2.64K -22 -0.5%
ACM
1930
Anfield Capital Management
California
$516K -$636K -5,290 -55%
CRCM
1931
Crystal Rock Capital Management
Illinois
$516K +$516K +4,300 New
AR
1932
Advisory Research
Illinois
$515K +$515K +4,291 New
PCP
1933
Proficio Capital Partners
Massachusetts
$513K +$203K +1,872 +65%
MIAS
1934
Mason Investment Advisory Services
Virginia
$510K +$510K +4,248 New
DFG
1935
DWM Financial Group
Illinois
$510K +$510K +4,247 New
PGAM
1936
Princeton Global Asset Management
New Jersey
$509K +$15.1K +126 +3%
VWA
1937
Visionary Wealth Advisors
Illinois
$509K +$59K +492 +13%
ACA
1938
Atlas Capital Advisors
Wyoming
$509K -$96.1K -800 -16%
KMWM
1939
Keudell/Morrison Wealth Management
Oregon
$507K +$1.2K +10 +0.2%
HFA
1940
Huber Financial Advisors
Illinois
$507K +$13.1K +109 +3%
RA
1941
Rational Advisors
New York
$504K +$45.9K +382 +10%
SL
1942
Summitry LLC
California
$503K -$6.01K -50 -1%
JIM
1943
Jupiter Investment Management
United Kingdom
$502K -$58M -483,534 -99%
CICI
1944
Capital Investment Counsel Inc
North Carolina
$502K -$8.77K -73 -2%
HC
1945
Hourglass Capital
Texas
$501K
AWA
1946
Arkadios Wealth Advisors
Georgia
$500K -$48.2K -401 -9%
LC
1947
Landaas & Company
Wisconsin
$498K +$2.08K +15 +0.4%
RHJA
1948
Rice Hall James & Associates
California
$494K -$30.4K -253 -6%
CT
1949
Clearstead Trust
Maine
$493K -$116K -965 -19%
CAMG
1950
CWA Asset Management Group
Florida
$492K -$120 -1 -0%