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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 %
BWM
1926
Baystate Wealth Management
Massachusetts
$713K -$206K -1,388 -22%
ALAM
1927
Asahi Life Asset Management
Japan
$713K -$185K -1,250 -21%
CWM
1928
Circle Wealth Management
New Jersey
$713K +$30.4K +205 +4%
SEM
1929
Suncoast Equity Management
Florida
$712K +$18.2K +123 +3%
MAM
1930
Morse Asset Management
Connecticut
$712K +$712K +4,800 New
FFG
1931
Frisch Financial Group
New York
$709K -$105K -705 -13%
RIS
1932
Retirement Income Solutions
Michigan
$708K -$44.5K -300 -6%
SB
1933
Strategic Blueprint
Georgia
$704K -$2.01M -13,539 -74%
BOS
1934
Bank of Stockton
California
$702K -$35.3K -238 -5%
AR
1935
Advisory Research
Illinois
$702K
SWMP
1936
Signature Wealth Management Partners
New Jersey
$699K +$699K +4,716 New
MWA
1937
Meridian Wealth Advisors
Texas
$695K -$22.2K -150 -3%
KMWM
1938
Keudell/Morrison Wealth Management
Oregon
$694K +$14.5K +98 +2%
ZF
1939
Zhang Financial
Michigan
$692K -$110K -742 -14%
BS
1940
Banco Santander
Spain
$691K -$3.67M -24,718 -84%
HCA
1941
Horan Capital Advisors
Ohio
$691K +$10.1K +68 +1%
SC
1942
Scholtz & Company
Connecticut
$688K -$8.9K -60 -1%
CRC
1943
Curi RMB Capital
Illinois
$687K -$14.8K -100 -2%
MIM
1944
Miller Investment Management
Pennsylvania
$687K
CISOA
1945
Capital Investment Services of America
Wisconsin
$686K -$10.8K -73 -2%
PSC
1946
Prentiss Smith & Co
Vermont
$686K +$30.1K +203 +5%
SCM
1947
SOL Capital Management
Maryland
$685K -$41.5K -280 -6%
BPM
1948
Bowling Portfolio Management
Ohio
$685K -$38.2K -258 -5%
RPA
1949
Rock Point Advisors
Vermont
$684K -$12.3K -83 -2%
PC
1950
Pecaut & Co
Iowa
$682K