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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 %
RPWA
2076
Regent Peak Wealth Advisors
Georgia
$522K -$19.8K -140 -4%
BFS
2077
Bickling Financial Services
Massachusetts
$522K +$2.12K +15 +0.4%
MOS
2078
MGO One Seven
Ohio
$519K +$119K +840 +30%
GI
2079
Glovista Investments
New Jersey
$517K -$63.7K -450 -11%
OL
2080
Optas LLC
Texas
$517K +$7.5K +53 +1%
PA
2081
Perennial Advisors
New York
$517K +$33.7K +238 +7%
PIMG
2082
Patriot Investment Management Group
Tennessee
$515K -$25.7K -182 -5%
SFG
2083
SNS Financial Group
Minnesota
$515K +$3.54K +25 +0.7%
CWAG
2084
Compton Wealth Advisory Group
Virginia
$514K +$66.3K +469 +15%
RHJA
2085
Rice Hall James & Associates
California
$510K -$25K -177 -5%
CWS
2086
Cypress Wealth Services
California
$510K -$22.5K -159 -4%
WW
2087
Waterfront Wealth
Kansas
$509K -$1.84K -13 -0.4%
CWM
2088
Cabot Wealth Management
Massachusetts
$508K +$223K +1,580 +78%
BP
2089
Broadleaf Partners
Ohio
$506K
HWMG
2090
Hurlow Wealth Management Group
Indiana
$506K
OFS
2091
Oldfather Financial Services
Nebraska
$506K +$1.57K +11 +0.3%
HSWM
2092
Hubbell Strickland Wealth Management
Louisiana
$504K -$18.7K -132 -4%
CAM
2093
Cubic Asset Management
Massachusetts
$504K
PA
2094
Probity Advisors
Texas
$504K +$504K +3,560 New
SPP
2095
Single Point Partners
Massachusetts
$502K +$177K +1,251 +54%
AIFAIM
2096
American Institute for Advanced Investment Management
Arizona
$501K -$21.9K -155 -4%
UFA
2097
US Financial Advisors
Massachusetts
$501K
MAG
2098
MRA Advisory Group
New Jersey
$499K +$77.4K +547 +18%
BA
2099
Ballew Advisors
Mississippi
$498K +$250K +1,774 +101%
CIP
2100
Convergence Investment Partners
Florida
$496K -$6.65K -47 -1%