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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 %
BAMG
2001
Brand Asset Management Group
Missouri
$376K
TCM
2002
Traynor Capital Management
Pennsylvania
$374K +$17.9K +131 +5%
LD
2003
Lipe & Dalton
New York
$373K -$17.6K -128 -4%
AEPG
2004
American Economic Planning Group
New Jersey
$373K -$14K -103 -4%
SFS
2005
Summit Financial Strategies
Ohio
$373K
PFO
2006
Pathstone Family Office
New Jersey
$370K -$285K -2,075 -43%
FNBOH
2007
First National Bank of Hutchinson
Kansas
$370K -$18.2K -133 -5%
VAG
2008
VisionPoint Advisory Group
Texas
$369K +$144K +1,023 +64%
GWM
2009
Greenwich Wealth Management
Connecticut
$369K +$369K +2,695 New
LA
2010
LexAurum Advisors
Kansas
$368K +$549 +4 +0.1%
MIFH
2011
Migdal Insurance & Financial Holdings
Israel
$368K +$64.4K +470 +21%
ACA
2012
Aptus Capital Advisors
Alabama
$367K -$77.8K -568 -17%
POIA
2013
Pin Oak Investment Advisors
Texas
$367K -$30.8K -225 -8%
FQ
2014
First Quadrant
California
$367K +$24.1K +176 +7%
SFA
2015
Semmax Financial Advisors
North Carolina
$364K +$65.2K +475 +22%
UBV
2016
United Bank (Virginia)
Virginia
$364K +$72.1K +525 +25%
LWA
2017
Lenox Wealth Advisors
New York
$360K -$5.48K -40 -1%
PGA
2018
Portland Global Advisors
Maine
$358K -$54.9K -400 -13%
DA
2019
DSC Advisors
Illinois
$358K +$86.8K +632 +32%
CG
2020
Carmignac Gestion
France
$357K -$137 -1 -0%
LCS
2021
Levin Capital Strategies
New York
$357K
KIM
2022
Karpus Investment Management
New York
$357K
FA
2023
Fagan Associates
New York
$357K +$126K +922 +55%
BB
2024
Bell Bank
North Dakota
$356K -$7.13K -52 -2%
GLA
2025
Good Life Advisors
Pennsylvania
$356K -$6.07K -44 -2%