PEP icon

PepsiCo

2,493 hedge funds and large institutions have $131B invested in PepsiCo in 2020 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 1,105 increasing their positions, 1,011 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,493
Holders Change
+27
Holders Change %
+1.09%
% of All Funds
51.24%
Holding in Top 10
177
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-16.9%
% of All Funds
3.64%
New
132
Increased
1,105
Reduced
1,011
Closed
80
Calls
$1.13B
Puts
$1.11B
Net Calls
+$15.4M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2001
Calton & Associates
Florida
$490K +$11.5K +87 +2%
AWM
2002
AllSquare Wealth Management
New York
$487K
HWMG
2003
Hurlow Wealth Management Group
Indiana
$486K -$1.35K -10 -0.3%
BONST
2004
Bank of Nova Scotia Trust
Ontario, Canada
$486K +$27.1K +205 +6%
HSWM
2005
Hubbell Strickland Wealth Management
Louisiana
$485K +$1.06K +8 +0.2%
OFS
2006
Oldfather Financial Services
Nebraska
$484K +$1.38K +10 +0.3%
EC
2007
Estate Counselors
Wisconsin
$484K +$17.2K +130 +4%
CP
2008
Covenant Partners
Tennessee
$483K
1WA
2009
180 Wealth Advisors
Washington
$482K -$170K -1,260 -26%
AIFAIM
2010
American Institute for Advanced Investment Management
Arizona
$482K
IFWM
2011
Institute for Wealth Management
Colorado
$479K +$1.19K +9 +0.2%
AF
2012
AMG Funds
Connecticut
$478K -$117K -889 -20%
LC
2013
Landaas & Company
Wisconsin
$477K +$1.06K +8 +0.2%
SB
2014
Sunflower Bank
Texas
$477K +$477K +3,613 New
NQWM
2015
Northwest Quadrant Wealth Management
Oregon
$476K
CM
2016
Columbus Macro
Pennsylvania
$474K -$323K -2,444 -41%
SIS
2017
Sound Income Strategies
Florida
$474K -$5.03K -38 -1%
BFG
2018
Barber Financial Group
Kansas
$474K +$15.2K +115 +3%
DI
2019
Disciplined Investments
Oklahoma
$472K -$132 -1 -0%
CAM
2020
Cubic Asset Management
Massachusetts
$471K
SFA
2021
Semmax Financial Advisors
North Carolina
$471K +$69.3K +524 +17%
BWA
2022
BDO Wealth Advisors
Florida
$470K
CIP
2023
Convergence Investment Partners
Florida
$469K +$18.9K +143 +4%
GEA
2024
Glen Eagle Advisors
New Jersey
$465K +$32.3K +244 +7%
CBT
2025
Central Bank & Trust
Kentucky
$463K -$6.63K -50 -1%