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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 %
C
2051
Certuity
Florida
$563K +$94.3K +636 +20%
CCM
2052
Compass Capital Management
Minnesota
$562K -$22.3K -150 -4%
RHJA
2053
Rice Hall James & Associates
California
$561K
KS
2054
Karpas Strategies
Connecticut
$561K
CWS
2055
Cypress Wealth Services
California
$559K +$559K +3,768 New
AA
2056
Addison Advisors
Vermont
$557K +$557K +3,753 New
GEA
2057
Glen Eagle Advisors
New Jersey
$556K +$5.78K +39 +1%
LWP
2058
Lumature Wealth Partners
Georgia
$556K +$556K +3,750 New
PCMC
2059
Paragon Capital Management (Colorado)
Colorado
$554K
CWP
2060
Curated Wealth Partners
California
$554K +$554K +3,738 New
LSC
2061
Lesa Sroufe & Co
Washington
$553K
BCA
2062
Berman Capital Advisors
Georgia
$551K +$29.8K +201 +6%
SIS
2063
Sound Income Strategies
Florida
$550K
BONST
2064
Bank of Nova Scotia Trust
Ontario, Canada
$550K +$23.6K +159 +4%
AIFAIM
2065
American Institute for Advanced Investment Management
Arizona
$549K +$8.16K +55 +2%
SSG
2066
Summit Securities Group
New York
$549K +$549K +3,700 New
ACA
2067
Atlas Capital Advisors
Wyoming
$549K -$79.2K -534 -13%
HSWM
2068
Hubbell Strickland Wealth Management
Louisiana
$548K -$2.82K -19 -0.5%
ME
2069
McIlrath & Eck
Washington
$548K +$71.8K +484 +15%
SFWA
2070
Summit Financial Wealth Advisors
Louisiana
$547K -$47.1K -340 -8%
BFS
2071
Bickling Financial Services
Massachusetts
$545K +$545K +3,678 New
SIC
2072
Sigma Investment Counselors
Michigan
$542K +$542K +3,652 New
BHA
2073
Beech Hill Advisors
New York
$541K -$371K -2,500 -41%
NQWM
2074
Northwest Quadrant Wealth Management
Oregon
$540K +$2.36K +16 +0.4%
OWP
2075
Obermeyer Wealth Partners
Colorado
$537K +$19.4K +131 +4%