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PepsiCo

2,526 hedge funds and large institutions have $137B invested in PepsiCo in 2019 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 963 increasing their positions, 990 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,526
Holders Change
+203
Holders Change %
+8.74%
% of All Funds
49.88%
Holding in Top 10
167
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-20.1%
% of All Funds
3.3%
New
290
Increased
963
Reduced
990
Closed
59
Calls
$1.36B
Puts
$1.16B
Net Calls
+$197M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$510K +$510K +3,736 New
LSC
2002
Lesa Sroufe & Co
Washington
$509K
PIMG
2003
Patriot Investment Management Group
Tennessee
$509K +$5.46K +40 +1%
LIA
2004
LBMC Investment Advisors
Tennessee
$509K +$76.5K +560 +18%
KP
2005
Keel Point
Alabama
$508K
HAFS
2006
Hapanowicz & Associates Financial Services
Pennsylvania
$507K
TIM
2007
Tortoise Investment Management
New York
$505K -$46.7K -342 -8%
GFPC
2008
Global Financial Private Client
Florida
$503K +$503K +3,678 New
NQWM
2009
Northwest Quadrant Wealth Management
Oregon
$501K -$50.2K -367 -9%
TI
2010
Tidal Investments
Wisconsin
$501K +$150K +1,094 +43%
FNBOH
2011
First National Bank of Hutchinson
Kansas
$500K +$131K +958 +35%
HSWM
2012
Hubbell Strickland Wealth Management
Louisiana
$498K -$20.5K -150 -4%
AIFAIM
2013
American Institute for Advanced Investment Management
Arizona
$498K +$498K +3,645 New
CAM
2014
Cubic Asset Management
Massachusetts
$497K -$30.8K -225 -6%
SIC
2015
Sigma Investment Counselors
Michigan
$496K -$7.11K -52 -1%
CPSC
2016
Carl P. Sherr & Co
Massachusetts
$496K +$496K +3,630 New
OFS
2017
Oldfather Financial Services
Nebraska
$495K +$495K +3,492 New
HFAS
2018
Hummer Financial Advisory Services
Illinois
$495K +$495K +3,600 New
SFG
2019
StrategIQ Financial Group
Indiana
$492K +$48.9K +358 +11%
CIP
2020
Convergence Investment Partners
Florida
$490K -$970K -7,088 -66%
SIM
2021
SSI Investment Management
California
$490K -$2.19K -16 -0.4%
GIA
2022
Gladstone Institutional Advisory
Florida
$489K -$76K -557 -13%
LC
2023
Landaas & Company
Wisconsin
$489K +$113K +826 +30%
GFP
2024
Gryphon Financial Partners
Ohio
$488K +$1.91K +14 +0.4%
SEM
2025
Suncoast Equity Management
Florida
$488K +$3.01K +22 +0.6%