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PepsiCo

2,511 hedge funds and large institutions have $136B invested in PepsiCo in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 1,062 increasing their positions, 1,046 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,511
Holders Change
+18
Holders Change %
+0.72%
% of All Funds
50.8%
Holding in Top 10
167
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.65%
% of All Funds
3.38%
New
112
Increased
1,062
Reduced
1,046
Closed
67
Calls
$1.4B
Puts
$1.42B
Net Calls
-$18.8M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
2001
Bluefin Capital Management
New York
$488K -$1.64M -12,362 Closed
BCA
2002
Berman Capital Advisors
Georgia
$487K -$91.9K -664 -16%
UBG
2003
United Bank (Georgia)
Georgia
$486K -$30.7K -221 -6%
AF
2004
AMG Funds
Connecticut
$485K -$16.6K -120 -3%
TCOK
2005
Trust Company of Kansas
Kansas
$485K +$2.22K +16 +0.5%
CIP
2006
Convergence Investment Partners
Florida
$484K -$7.35K -53 -1%
OWP
2007
Obermeyer Wealth Partners
Colorado
$484K +$242K +1,744 +100%
CHA
2008
Cooper/Haims Advisors
New York
$483K
SFG
2009
StrategIQ Financial Group
Indiana
$483K +$13.9K +100 +3%
GFP
2010
Gryphon Financial Partners
Ohio
$482K +$178K +1,285 +59%
MG
2011
Mather Group
Illinois
$480K -$1M -7,230 -68%
AWM
2012
AllSquare Wealth Management
New York
$479K -$31.4K -227 -6%
CBT
2013
Central Bank & Trust
Kentucky
$477K -$6.93K -50 -1%
FNBOH
2014
First National Bank of Hutchinson
Kansas
$477K +$5.4K +39 +1%
PIP
2015
Peachtree Investment Partners
Florida
$477K +$128K +925 +37%
AL
2016
AJO LP
Pennsylvania
$477K +$388K +2,799 +433%
DA
2017
Doliver Advisors
Texas
$476K +$36.7K +265 +8%
SIM
2018
SSI Investment Management
California
$475K -$10.4K -75 -2%
BP
2019
Broadleaf Partners
Ohio
$475K
FWP
2020
FAS Wealth Partners
Kansas
$475K +$39.8K +287 +9%
BWM
2021
Buckley Wealth Management
Nevada
$474K -$475K -3,424 -50%
JIP
2022
Jaffetilchin Investment Partners
Florida
$474K +$172K +1,240 +57%
JFA
2023
JNBA Financial Advisors
Minnesota
$472K
RPWA
2024
Regent Peak Wealth Advisors
Georgia
$471K +$29.5K +213 +7%
IP
2025
Intellectus Partners
California
$471K +$43K +310 +10%