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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 %
PWAG
2001
Polaris Wealth Advisory Group
California
$177K -$43.6K -400 -20%
GAM
2002
Gemmer Asset Management
California
$172K
NIM
2003
NuWave Investment Management
New Jersey
$171K +$153K +1,394 +860%
BCM
2004
Blume Capital Management
California
$169K -$24.5K -225 -13%
CIA
2005
Cascade Investment Advisors
Oregon
$168K +$37.1K +340 +28%
PWM
2006
Perigon Wealth Management
California
$168K
CAC
2007
Certified Advisory Corp
Florida
$166K +$43.5K +399 +35%
MWM
2008
MinichMacGregor Wealth Management
New York
$164K -$7.64K -70 -4%
WCAMG
2009
Woodard & Company Asset Management Group
North Carolina
$163K -$10.9K -100 -6%
H
2010
Hexavest
Quebec, Canada
$156K
HWM
2011
Holloway Wealth Management
Florida
$154K -$100K
CCA
2012
Clearwater Capital Advisors
Illinois
$154K +$154K +1,409 New
ACM
2013
Armbruster Capital Management
New York
$153K
PCA
2014
Peddock Capital Advisors
Massachusetts
$153K
JA
2015
JOYN Advisors
Georgia
$151K -$88.4K -812 -37%
HFP
2016
Holistic Financial Partners
Indiana
$151K -$1.2K -11 -0.8%
KA
2017
Kaizen Advisory
Illinois
$150K
SEIA
2018
Signature Estate & Investment Advisors
California
$144K -$36.6K -335 -20%
PFGIA
2019
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$107 +1 +0.1%
AC
2020
Avestar Capital
New York
$135K -$6.35K -60 -4%
FA
2021
Fortis Advisors
Pennsylvania
$135K
SMG
2022
Spectrum Management Group
Indiana
$133K
CA
2023
Centerpoint Advisors
Massachusetts
$133K +$41.9K +384 +46%
GBBWRPM
2024
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$132K +$132K +1,210 New
RAM
2025
Riggs Asset Management
Pennsylvania
$126K -$13.1K -120 -9%