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PepsiCo

2,117 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 773 increasing their positions, 961 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,117
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
48.48%
Holding in Top 10
115
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-16.06%
% of All Funds
2.63%
New
95
Increased
773
Reduced
961
Closed
72
Calls
$691M
Puts
$708M
Net Calls
-$17.2M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
2001
Fortis Advisors
Pennsylvania
$134K -$5.57K -50 -4%
FAM
2002
Foresters Asset Management
Ontario, Canada
$129K
RAM
2003
Riggs Asset Management
Pennsylvania
$128K
CH
2004
Canton Hathaway
Rhode Island
$127K +$127K +1,136 New
CWA
2005
Clarus Wealth Advisors
Arizona
$126K +$24.7K +221 +24%
PFGIA
2006
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$82.8K +741 +196%
AC
2007
Avestar Capital
New York
$124K -$5.86K -55 -5%
WA
2008
WealthTrust-Arizona
Arizona
$124K +$90.4K +806 +269%
SHJ
2009
Sharkey, Howes & Javer
Colorado
$123K
PRS
2010
Pinkerton Retirement Specialists
Idaho
$122K
WWM
2011
Wagner Wealth Management
South Carolina
$118K +$448 +4 +0.4%
SMG
2012
Spectrum Management Group
Indiana
$117K -$5.04K -45 -4%
CPH
2013
C Partners Holding
Switzerland
$114K -$128K -1,149 -53%
BC
2014
Blackhill Capital
New Jersey
$112K
CA
2015
Centerpoint Advisors
Massachusetts
$108K -$13.3K -119 -11%
WA
2016
WP Advisors
California
$107K -$13.9K -124 -11%
HRC
2017
Hoertkorn Richard Charles
$104K
CPA
2018
Cowen Prime Advisors
New York
$101K
PCIA
2019
Prime Capital Investment Advisors
Kansas
$101K +$78.6K +703 +352%
CFA
2020
Camarda Financial Advisors
Florida
$97K +$65.3K +585 +206%
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$94K
MWM
2022
MinichMacGregor Wealth Management
New York
$93K -$24.6K -224 -21%
PO
2023
Private Ocean
California
$93K
SWM
2024
Selective Wealth Management
Virginia
$93K +$93K +833 New
RBC
2025
Roble Belko & Company
Pennsylvania
$90K