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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 %
HC
2026
Hourglass Capital
Texas
$589K -$29.7K -200 -5%
WA
2027
Wambolt & Associates
Colorado
$588K +$245K +1,655 +72%
TVAMP
2028
Tennessee Valley Asset Management Partners
Tennessee
$588K +$341K +2,298 +138%
HAFS
2029
Hapanowicz & Associates Financial Services
Pennsylvania
$587K
FNBSF
2030
First National Bank Sioux Falls
South Dakota
$585K -$1.04K -7 -0.2%
SCCM
2031
Schafer Cullen Capital Management
New York
$584K -$1.68M -11,298 -74%
HCM
2032
Hutchinson Capital Management
California
$582K
WBG
2033
Wharton Business Group
Pennsylvania
$582K +$1.04K +7 +0.2%
SFI
2034
SPC Financial Inc
Maryland
$576K -$49.3K -332 -8%
PFG
2035
PAX Financial Group
Texas
$575K +$9.05K +61 +2%
VAM
2036
Verity Asset Management
North Carolina
$575K +$14.2K +96 +3%
CT
2037
Clearstead Trust
Maine
$574K
PP
2038
PDS Planning
Ohio
$574K +$19K +128 +3%
CAM
2039
Covenant Asset Management
New Jersey
$572K
LIA
2040
LBMC Investment Advisors
Tennessee
$571K +$11.6K +78 +2%
FNBOH
2041
First National Bank of Hutchinson
Kansas
$570K +$99.2K +726 +21%
1WM
2042
1900 Wealth Management
Texas
$570K +$570K +3,846 New
SGI
2043
Summit Global Investments
Utah
$568K -$195K -1,313 -26%
RPWA
2044
Regent Peak Wealth Advisors
Georgia
$568K +$64.5K +435 +13%
PIMG
2045
Patriot Investment Management Group
Tennessee
$567K +$3.85K +26 +0.7%
TIAM2
2046
Tru Independence Asset Management 2
Oregon
$566K +$566K +3,814 New
QPWM
2047
Quadrant Private Wealth Management
Pennsylvania
$565K -$30.9K -208 -5%
RHBC
2048
R.H. Bluestein & Co
Michigan
$564K -$145K -980 -20%
MWPCG
2049
Measured Wealth Private Client Group
New Hampshire
$564K -$76.5K -516 -12%
MCA
2050
Morris Capital Advisors
Pennsylvania
$563K -$14.4K -97 -2%