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PepsiCo

2,294 hedge funds and large institutions have $124B invested in PepsiCo in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 939 increasing their positions, 975 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,294
Holders Change
+40
Holders Change %
+1.77%
% of All Funds
49.73%
Holding in Top 10
180
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.9%
New
143
Increased
939
Reduced
975
Closed
74
Calls
$1.15B
Puts
$718M
Net Calls
+$433M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2001
Marathon Capital Management
Maryland
$314K
FNBOH
2002
First National Bank of Hutchinson
Kansas
$313K +$12.8K +105 +4%
EA
2003
Elm Advisors
California
$313K +$49K +400 +19%
JHP
2004
James Hambro & Partners
United Kingdom
$312K
LP
2005
LGL Partners
Pennsylvania
$311K +$311K +2,540 New
UBV
2006
United Bank (Virginia)
Virginia
$309K -$106K -866 -26%
CWM
2007
Connecticut Wealth Management
Connecticut
$307K -$6.87K -56 -2%
FQ
2008
First Quadrant
California
$306K
CIC
2009
Cornercap Investment Counsel
Georgia
$306K +$22.6K +185 +8%
OCM
2010
Orleans Capital Management
Louisiana
$305K -$123K -1,000 -29%
PWAC
2011
Private Wealth Advisors (California)
California
$302K +$3.92K +32 +1%
PFA
2012
Pettinga Financial Advisors
Indiana
$301K +$123 +1 +0%
CAG
2013
Csenge Advisory Group
Florida
$300K -$66.5K -544 -18%
PGA
2014
Portland Global Advisors
Maine
$300K -$55.1K -450 -16%
SIA
2015
Starfire Investment Advisers
Michigan
$300K
IC
2016
Inscription Capital
Texas
$300K +$3.68K +30 +1%
PW
2017
Peninsula Wealth
California
$296K
TA
2018
TCG Advisors
Texas
$295K -$24K -196 -8%
TCPWM
2019
Traverso Chambers Private Wealth Management
California
$295K
JFA
2020
Johanson Financial Advisors
California
$295K +$63.8K +521 +28%
WCG
2021
Weaver Consulting Group
California
$295K +$295K +2,208 New
SOAMC
2022
Spirit of America Management Corp
New York
$294K -$30.6K -250 -9%
SLF
2023
Sun Life Financial
Ontario, Canada
$293K -$184K -1,504 -39%
MWM
2024
Mascoma Wealth Management
New Hampshire
$293K -$31K -253 -10%
AIA
2025
Alera Investment Advisors
Illinois
$293K +$10.2K +83 +4%