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PepsiCo

2,701 hedge funds and large institutions have $139B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,209 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,701
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
47.56%
Holding in Top 10
110
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-24.14%
% of All Funds
1.94%
New
133
Increased
1,209
Reduced
1,086
Closed
110
Calls
$1.19B
Puts
$1.18B
Net Calls
+$10.5M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
2001
Berman Capital Advisors
Georgia
$608K +$82K +580 +16%
CCIA
2002
Campbell & Co Investment Adviser
Maryland
$608K +$608K +4,300 New
SWA
2003
SOA Wealth Advisors
New York
$607K +$141 +1 +0%
TWP
2004
Tempus Wealth Planning
California
$607K +$208K +1,471 +52%
MIC
2005
Meridian Investment Counsel
California
$604K
MA
2006
MCF Advisors
Kentucky
$604K +$128K +905 +27%
SDWMA
2007
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K +$228K +1,608 +60%
PAG
2008
Pinnacle Advisory Group
Maryland
$604K +$262K +1,851 +76%
NIM
2009
Nexus Investment Management
Ontario, Canada
$601K
CA
2010
Capital Advantage
California
$601K +$82K +580 +16%
CWP
2011
Concord Wealth Partners
Virginia
$601K +$466K +3,291 +345%
BWA
2012
BDO Wealth Advisors
Florida
$598K +$116K +821 +24%
BRG
2013
Bay Rivers Group
Virginia
$597K +$9.47K +67 +2%
HKAM
2014
Horizon Kinetics Asset Management
New York
$595K -$1.12M -7,880 -65%
GWAM
2015
Guardian Wealth Advisors (Minnesota)
Minnesota
$595K +$25.2K +178 +4%
AIA
2016
Angeles Investment Advisors
California
$594K -$283K -2,000 -32%
SL
2017
Summitry LLC
California
$593K +$424 +3 +0.1%
PIM
2018
Profit Investment Management
Maryland
$593K +$10K +71 +2%
HIS
2019
Harvest Investment Services
Illinois
$592K +$17.4K +123 +3%
CICI
2020
Capital Investment Counsel Inc
North Carolina
$591K +$247K +1,747 +72%
HC
2021
Hourglass Capital
Texas
$590K +$28.3K +200 +5%
CWA
2022
Clearview Wealth Advisors
Oregon
$590K +$318K +2,250 +117%
BFA
2023
Brendel Financial Advisors
New Hampshire
$587K -$1.84K -13 -0.3%
TVAMP
2024
Tennessee Valley Asset Management Partners
Tennessee
$587K +$25.9K +183 +5%
AWM
2025
Arbor Wealth Management
Florida
$586K +$141 +1 +0%