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PepsiCo

2,466 hedge funds and large institutions have $120B invested in PepsiCo in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 980 increasing their positions, 1,107 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
-60
Holders Change %
-2.38%
% of All Funds
54.47%
Holding in Top 10
213
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+27.54%
% of All Funds
4.71%
New
125
Increased
980
Reduced
1,107
Closed
148
Calls
$1.25B
Puts
$904M
Net Calls
+$343M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
2026
JNBA Financial Advisors
Minnesota
$423K +$4.45K +37 +1%
DBRC
2027
D.B. Root & Company
Pennsylvania
$421K -$324K -2,698 -43%
FNBOSM
2028
First National Bank of South Miami
Florida
$421K -$5.28K -44 -1%
AFM
2029
Andesa Financial Management
Pennsylvania
$420K -$2.4K -20 -0.6%
TCOK
2030
Trust Company of Kansas
Kansas
$418K +$418K +3,481 New
CHA
2031
Cooper/Haims Advisors
New York
$417K
BFG
2032
Barber Financial Group
Kansas
$416K +$29.5K +246 +8%
BONST
2033
Bank of Nova Scotia Trust
Ontario, Canada
$416K +$34.8K +290 +9%
CW
2034
CreativeOne Wealth
Kansas
$415K +$107K +889 +35%
SFSG
2035
Sound Financial Strategies Group
Mississippi
$411K -$839K -6,995 -67%
WIS
2036
Wright Investors Service
Connecticut
$410K +$2.16K +18 +0.5%
CIP
2037
Convergence Investment Partners
Florida
$408K -$21.7K -181 -5%
SSA
2038
Schonfeld Strategic Advisors
New York
$408K +$408K +3,400 New
CWM
2039
Connecticut Wealth Management
Connecticut
$407K -$69.4K -578 -15%
NED
2040
Nancy E. Dempze
$405K +$30K +250 +8%
GLA
2041
Good Life Advisors
Pennsylvania
$405K +$81.4K +680 +25%
OWA
2042
Outlook Wealth Advisors
Texas
$404K +$404K +3,367 New
CWM
2043
Circle Wealth Management
New Jersey
$402K +$240 +2 +0.1%
AA
2044
Alesco Advisors
New York
$399K -$662K -5,510 -62%
BCM
2045
Birmingham Capital Management
Alabama
$397K
SLT
2046
St Louis Trust
Missouri
$396K
EA
2047
Emerald Advisors
Washington
$396K +$42.7K +318 +12%
EIG
2048
Ellenbecker Investment Group
Wisconsin
$395K -$64.2K -534 -14%
RFM
2049
Royal Fund Management
Florida
$395K -$18.7K -156 -5%
AIS
2050
Accurate Investment Solutions
Pennsylvania
$395K +$14.6K +122 +4%