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PepsiCo

2,466 hedge funds and large institutions have $120B invested in PepsiCo in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 980 increasing their positions, 1,107 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
-60
Holders Change %
-2.38%
% of All Funds
54.47%
Holding in Top 10
213
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+27.54%
% of All Funds
4.71%
New
125
Increased
980
Reduced
1,107
Closed
148
Calls
$1.25B
Puts
$904M
Net Calls
+$343M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$444K -$4.08K -34 -0.9%
CII
2002
Capital International Inc
California
$444K +$444K +3,700 New
AWM
2003
AllSquare Wealth Management
New York
$443K -$32.8K -273 -7%
HSWM
2004
Hubbell Strickland Wealth Management
Louisiana
$440K +$2.16K +18 +0.5%
BCA
2005
Berman Capital Advisors
Georgia
$439K +$33K +276 +8%
TIM
2006
Tortoise Investment Management
New York
$438K -$5.4K -45 -1%
AIFAIM
2007
American Institute for Advanced Investment Management
Arizona
$438K
CP
2008
Covenant Partners
Tennessee
$438K +$113K +945 +35%
CPSC
2009
Carl P. Sherr & Co
Massachusetts
$436K
SIS
2010
Sound Income Strategies
Florida
$435K +$98.1K +816 +29%
IFWM
2011
Institute for Wealth Management
Colorado
$434K -$58.1K -484 -12%
CA
2012
Calton & Associates
Florida
$434K -$48.6K -405 -10%
SFG
2013
StrategIQ Financial Group
Indiana
$431K -$1.68K -14 -0.4%
AAM
2014
Aureus Asset Management
Massachusetts
$430K -$49.3K -410 -10%
EWM
2015
Edge Wealth Management
New York
$430K -$9.22K -75 -2%
KFA
2016
Krane Funds Advisors
New York
$429K -$37.9K -315 -8%
CAM
2017
Cubic Asset Management
Massachusetts
$428K -$9.01K -75 -2%
DI
2018
Disciplined Investments
Oklahoma
$428K
SWA
2019
SFMG Wealth Advisors
Texas
$427K +$12K +100 +3%
FBFS
2020
First Business Financial Services
Wisconsin
$427K +$46.1K +384 +12%
BWA
2021
BDO Wealth Advisors
Florida
$427K +$106K +878 +33%
CBT
2022
Central Bank & Trust
Kentucky
$426K
ZAM
2023
Zevin Asset Management
Massachusetts
$424K -$102K -850 -19%
SIM
2024
SSI Investment Management
California
$424K -$5.04K -42 -1%
EC
2025
Estate Counselors
Wisconsin
$424K +$424K +3,530 New