PEP icon

PepsiCo

2,701 hedge funds and large institutions have $139B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,209 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,701
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
47.56%
Holding in Top 10
110
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-24.14%
% of All Funds
1.94%
New
133
Increased
1,209
Reduced
1,086
Closed
110
Calls
$1.19B
Puts
$1.18B
Net Calls
+$10.5M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1976
Curated Wealth Partners
California
$643K +$115K +810 +22%
OWM
1977
OneAscent Wealth Management
Alabama
$640K +$6.08K +43 +1%
VAM
1978
Verity Asset Management
North Carolina
$640K +$92.1K +651 +17%
GEA
1979
Glen Eagle Advisors
New Jersey
$639K +$109K +769 +20%
MA
1980
MJP Associates
Connecticut
$639K -$74.8K -529 -10%
CWC
1981
Carolinas Wealth Consulting
North Carolina
$639K +$11K +78 +2%
CNC
1982
Citizens & Northern Corp
Pennsylvania
$637K -$66.5K -470 -9%
PCG
1983
Private Capital Group
Connecticut
$634K -$567K -4,012 -47%
BZWA
1984
Blue Zone Wealth Advisors
California
$631K
ALAM
1985
Asahi Life Asset Management
Japan
$627K -$53.8K -380 -8%
WP
1986
Waycross Partners
Kentucky
$627K
BWM
1987
Buckley Wealth Management
Nevada
$626K +$134K +948 +27%
OCM
1988
One Capital Management
California
$621K -$12.7K -90 -2%
PCP
1989
Proficio Capital Partners
Massachusetts
$618K -$27.7K -196 -4%
BDF
1990
Black Diamond Financial
Maryland
$618K
LFA
1991
Legacy Financial Advisors
Kentucky
$617K +$42.5K +300 +7%
BPM
1992
Bowling Portfolio Management
Ohio
$616K -$37.3K -264 -6%
DLCIG
1993
D.L. Carlson Investment Group
New Hampshire
$616K
APC
1994
Aspire Private Capital
North Carolina
$615K -$158K -1,119 -20%
RPG
1995
Resource Planning Group
Georgia
$614K
TIA
1996
Traphagen Investment Advisors
New Jersey
$612K -$3.11K -22 -0.5%
CCM
1997
Chickasaw Capital Management
Tennessee
$612K +$31.1K +220 +5%
AFC
1998
AFT Forsyth & Company
Florida
$611K -$7.63K -54 -1%
HDIM
1999
Hanson & Doremus Investment Management
Vermont
$611K +$1.84K +13 +0.3%
BOM
2000
Bank of Marin
California
$610K