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PepsiCo

2,707 hedge funds and large institutions have $148B invested in PepsiCo in 2020 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,086 increasing their positions, 1,021 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+196
Holders Change %
+7.81%
% of All Funds
48.03%
Holding in Top 10
145
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-13.17%
% of All Funds
2.57%
New
306
Increased
1,086
Reduced
1,021
Closed
69
Calls
$1.06B
Puts
$1.24B
Net Calls
-$179M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2001
Arbor Wealth Management
Florida
$615K
SFA
2002
Semmax Financial Advisors
North Carolina
$615K +$48.9K +330 +9%
CCA
2003
Childress Capital Advisors
Texas
$615K +$615K +4,144 New
PIM
2004
Profit Investment Management
Maryland
$612K -$754K -5,080 -55%
DWP
2005
Destiny Wealth Partners
Florida
$612K +$612K +4,126 New
CCM
2006
Chickasaw Capital Management
Tennessee
$610K -$163K -1,100 -21%
GI
2007
Glovista Investments
New Jersey
$609K
VCM
2008
Versant Capital Management
Arizona
$608K -$149K -1,004 -20%
FFC
2009
First Financial Corp
Indiana
$603K -$13.6K -92 -2%
CWM
2010
Cranbrook Wealth Management
Michigan
$603K
LFA
2011
Legacy Financial Advisors
Kentucky
$602K -$160K -1,078 -21%
HIS
2012
Harvest Investment Services
Illinois
$602K +$5.48K +37 +0.9%
RP
2013
Rice Partnership
Hawaii
$602K +$7.42K +50 +1%
AWM
2014
AllSquare Wealth Management
New York
$602K +$89K +600 +17%
BFG
2015
Barber Financial Group
Kansas
$601K +$42.7K +288 +8%
APWA
2016
Atlas Private Wealth Advisors
New Jersey
$601K +$53.8K +363 +10%
FCIM
2017
Fairview Capital Investment Management
California
$599K
GAAM
2018
Guinness Atkinson Asset Management
California
$599K +$72.8K +491 +14%
TCMP
2019
Thrive Capital Management (Pennsylvania)
Pennsylvania
$599K +$599K +4,038 New
PPWP
2020
Proquility Private Wealth Partners
Nevada
$599K +$599K +4,042 New
GWAM
2021
Guardian Wealth Advisors (Minnesota)
Minnesota
$597K +$597K +4,028 New
PWM
2022
Paulson Wealth Management
Illinois
$594K +$243K +1,641 +69%
OIM
2023
Orca Investment Management
Oregon
$592K +$592K +3,990 New
SWA
2024
SOA Wealth Advisors
New York
$591K +$591K +4,293 New
AC
2025
Apella Capital
Connecticut
$590K -$890 -6 -0.2%