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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 %
WW
2076
Waterfront Wealth
Kansas
$537K +$537K +3,618 New
SFG
2077
SNS Financial Group
Minnesota
$536K -$17.5K -118 -3%
TC
2078
Trilogy Capital
California
$535K
CL
2079
COWA LLC
Oklahoma
$535K +$535K +3,730 New
OL
2080
Optas LLC
Texas
$533K -$295K -1,991 -36%
ESCM
2081
Echo Street Capital Management
New York
$533K +$533K +3,594 New
PPW
2082
Parcion Private Wealth
Washington
$531K -$931K -6,278 -64%
CA
2083
Capital Advantage
California
$531K
BP
2084
Broadleaf Partners
Ohio
$531K +$22.3K +150 +4%
SSCA
2085
South Shore Capital Advisors
Massachusetts
$531K +$531K +3,582 New
HWMG
2086
Hurlow Wealth Management Group
Indiana
$530K -$3.71K -25 -0.7%
CAM
2087
Cubic Asset Management
Massachusetts
$528K
UCI
2088
Uncommon Cents Investing
Wisconsin
$528K +$238K +1,605 +82%
SIA
2089
SkyView Investment Advisors
New Jersey
$528K +$528K +3,558 New
CIP
2090
Convergence Investment Partners
Florida
$527K +$9.49K +64 +2%
UFA
2091
US Financial Advisors
Massachusetts
$525K +$525K +3,542 New
STA
2092
Summit Trail Advisors
New York
$523K +$523K +3,500 New
SFG
2093
Sovereign Financial Group
Connecticut
$522K +$522K +3,523 New
SM
2094
Southport Management
Wyoming
$519K +$519K +3,500 New
IFWM
2095
Institute for Wealth Management
Colorado
$517K -$34.1K -230 -6%
CHA
2096
Cooper/Haims Advisors
New York
$517K
SFG
2097
StrategIQ Financial Group
Indiana
$516K -$1.34K -9 -0.3%
BWM
2098
Buckley Wealth Management
Nevada
$516K +$9.05K +61 +2%
TCWA
2099
Ten Capital Wealth Advisors
Washington
$515K -$44.5K -300 -8%
ZAM
2100
Zevin Asset Management
Massachusetts
$514K -$14.8K -100 -3%