PEP icon

PepsiCo

2,526 hedge funds and large institutions have $137B invested in PepsiCo in 2019 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 963 increasing their positions, 990 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,526
Holders Change
+203
Holders Change %
+8.74%
% of All Funds
49.88%
Holding in Top 10
167
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-20.1%
% of All Funds
3.3%
New
290
Increased
963
Reduced
990
Closed
59
Calls
$1.36B
Puts
$1.16B
Net Calls
+$197M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
2026
Disciplined Investments
Oklahoma
$488K +$488K +3,568 New
EWM
2027
Edge Wealth Management
New York
$487K +$17.7K +130 +4%
FNBOSM
2028
First National Bank of South Miami
Florida
$486K -$3.01K -22 -0.6%
CBT
2029
Central Bank & Trust
Kentucky
$484K
AFM
2030
Andesa Financial Management
Pennsylvania
$483K +$100K +733 +26%
FNBSF
2031
First National Bank Sioux Falls
South Dakota
$481K +$1.64K +12 +0.3%
MIM
2032
Marco Investment Management
Georgia
$478K
RDWM
2033
Red Door Wealth Management
Tennessee
$477K +$477K +3,493 New
WTFG
2034
Wells Trecaso Financial Group
Ohio
$476K -$7.1K -52 -1%
JFA
2035
JNBA Financial Advisors
Minnesota
$476K +$2.32K +17 +0.5%
W
2036
Wealthquest
Ohio
$475K -$957 -7 -0.2%
CHA
2037
Cooper/Haims Advisors
New York
$475K +$25.6K +187 +6%
SWA
2038
SFMG Wealth Advisors
Texas
$472K
RFM
2039
Royal Fund Management
Florida
$471K -$2.46K -18 -0.5%
OFW
2040
Omnia Family Wealth
Florida
$469K -$6.6K -48 -1%
WIS
2041
Wright Investors Service
Connecticut
$464K +$464K +3,392 New
BCA
2042
Berman Capital Advisors
Georgia
$463K +$32.6K +239 +8%
ECAM
2043
East Coast Asset Management
Massachusetts
$462K -$2.73K -20 -0.6%
AG
2044
AlphaSimPlex Group
Massachusetts
$459K -$41.8K -306 -8%
CWM
2045
Circle Wealth Management
New Jersey
$457K +$410 +3 +0.1%
ACA
2046
Aptus Capital Advisors
Alabama
$456K +$90K +659 +25%
EMB
2047
Elefante Mark B
$455K
BCM
2048
Birmingham Capital Management
Alabama
$451K
SLT
2049
St Louis Trust
Missouri
$451K
AA
2050
AlphaMark Advisors
Kentucky
$451K +$13.8K +101 +3%