PEP icon

PepsiCo

2,323 hedge funds and large institutions have $138B invested in PepsiCo in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 979 increasing their positions, 982 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,323
Holders Change
-5
Holders Change %
-0.21%
% of All Funds
51.02%
Holding in Top 10
209
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.17%
% of All Funds
4.59%
New
83
Increased
979
Reduced
982
Closed
71
Calls
$1.15B
Puts
$1.03B
Net Calls
+$120M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
1951
Spectrum Asset Management (California)
California
$424K
STA
1952
Summit Trail Advisors
New York
$424K +$38.2K +279 +10%
TFGT
1953
TS Financial Group (TSFG)
Illinois
$423K +$685 +5 +0.2%
SAM
1954
Security Asset Management
New York
$422K
SWMG
1955
Strategic Wealth Management Group
Maryland
$422K +$137 +1 +0%
BFPW
1956
BOK Financial Private Wealth
Colorado
$422K +$53.1K +387 +14%
ALAM
1957
Asahi Life Asset Management
Japan
$420K -$570K -4,150 -58%
PA
1958
Perennial Advisors
New York
$419K +$3.16K +23 +0.8%
EWM
1959
Executive Wealth Management
Michigan
$416K -$324K -2,365 -44%
CIA
1960
Cascade Investment Advisors
Oregon
$415K +$46.6K +340 +13%
NIM
1961
Nexus Investment Management
Ontario, Canada
$411K -$411K -3,000 -50%
AIM
1962
Advantage Investment Management
Iowa
$411K -$10.3K -75 -2%
NJBEST
1963
New Jersey Better Educational Savings Trust
New Jersey
$411K
SSI
1964
Scott & Selber Inc
Texas
$408K
ACP
1965
Aveo Capital Partners
Colorado
$407K +$4.59K +34 +1%
GCM
1966
Gladius Capital Management
Illinois
$405K -$32.3K -235 -7%
JGUA
1967
John G. Ullman & Associates
New York
$404K -$76.1K -555 -16%
CWM
1968
Cranbrook Wealth Management
Michigan
$404K -$19.3K -141 -5%
LK
1969
Lumbard & Kellner
New Hampshire
$404K
WA
1970
Wealth Architects
California
$401K +$137 +1 +0%
TF
1971
TimeScale Financial
Massachusetts
$398K -$9.47K -69 -2%
BFG
1972
Barber Financial Group
Kansas
$397K +$274 +2 +0.1%
HR
1973
Hayden Royal
North Carolina
$397K +$37.1K +270 +10%
ACM
1974
AUA Capital Management
Pennsylvania
$396K
VDFA
1975
Vickerman & Driscoll Financial Advisors
Washington
$396K