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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 %
C
2051
Certuity
Florida
$551K +$14.3K +101 +3%
TW
2052
Transform Wealth
Colorado
$549K -$513K -3,628 -48%
TIAM2
2053
Tru Independence Asset Management 2
Oregon
$549K +$9.06K +64 +2%
SIS
2054
Sound Income Strategies
Florida
$549K +$23.8K +168 +5%
BOS
2055
Bank of Stockton
California
$546K -$124K -877 -19%
CAM
2056
Covenant Asset Management
New Jersey
$546K
SMH
2057
Sanders Morris Harris
Texas
$546K +$30.8K +215 +6%
ME
2058
McIlrath & Eck
Washington
$545K +$22.8K +161 +4%
JFA
2059
JNBA Financial Advisors
Minnesota
$545K +$79.6K +563 +17%
HI
2060
Humankind Investments
New York
$545K +$545K +3,856 New
TC
2061
Trilogy Capital
California
$544K +$33.5K +237 +7%
SFG
2062
Sovereign Financial Group
Connecticut
$544K +$45.8K +324 +9%
PP
2063
PDS Planning
Ohio
$543K -$4.67K -33 -0.9%
CT
2064
Clearstead Trust
Maine
$539K -$8.63K -61 -2%
TCM
2065
Tanaka Capital Management
New York
$537K +$110K +780 +26%
CCM
2066
Compass Capital Management
Minnesota
$536K
6F
2067
626 Financial
Michigan
$536K +$536K +3,204 New
KS
2068
Karpas Strategies
Connecticut
$535K
SP
2069
Successful Portfolios
Florida
$532K -$101K -715 -16%
PWM
2070
PBMares Wealth Management
Virginia
$532K +$78.1K +552 +17%
AFM
2071
Andesa Financial Management
Pennsylvania
$529K -$91.8K -649 -15%
LSC
2072
Lesa Sroufe & Co
Washington
$527K
SIC
2073
Sigma Investment Counselors
Michigan
$527K +$10.6K +75 +2%
SIA
2074
SkyView Investment Advisors
New Jersey
$526K +$23.2K +164 +5%
NQWM
2075
Northwest Quadrant Wealth Management
Oregon
$523K +$4.53K +32 +0.9%