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PepsiCo

2,466 hedge funds and large institutions have $120B invested in PepsiCo in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 980 increasing their positions, 1,107 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
-60
Holders Change %
-2.38%
% of All Funds
54.47%
Holding in Top 10
213
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+27.54%
% of All Funds
4.71%
New
125
Increased
980
Reduced
1,107
Closed
148
Calls
$1.25B
Puts
$904M
Net Calls
+$343M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
2101
Shepherd Financial Partners
Massachusetts
$359K +$359K +3,001 New
SSI
2102
Scott & Selber Inc
Texas
$357K
RP
2103
Rowlandmiller & Partners
Georgia
$357K -$5.04K -42 -1%
WA
2104
Wealth Architects
California
$356K -$113K -941 -24%
UBV
2105
United Bank (Virginia)
Virginia
$355K -$2.04K -17 -0.6%
SHGA
2106
Sand Hill Global Advisors
California
$353K -$145K -1,209 -29%
CWM
2107
Cranbrook Wealth Management
Michigan
$353K +$721 +6 +0.2%
PC
2108
Port Capital
Illinois
$347K -$45.8K -382 -12%
ACM
2109
AUA Capital Management
Pennsylvania
$347K
BCP
2110
Berkeley Capital Partners
Georgia
$347K +$75.5K +628 +28%
SPP
2111
Single Point Partners
Massachusetts
$347K +$142K +1,182 +69%
PWS
2112
Private Wealth Strategies
Ohio
$346K
SAM
2113
Secure Asset Management
Michigan
$344K +$19.2K +160 +6%
MAA
2114
Mraz Amerine & Associates
California
$343K
GAAM
2115
Guinness Atkinson Asset Management
California
$343K +$343K +2,860 New
FQ
2116
First Quadrant
California
$342K +$20.5K +171 +6%
RP
2117
Rice Partnership
Hawaii
$342K +$70.4K +586 +26%
IWA
2118
Inspirion Wealth Advisors
Illinois
$341K +$9.62K +80 +3%
PAG
2119
Pinnacle Advisory Group
Maryland
$339K -$1.2K -10 -0.4%
AFIA
2120
America First Investment Advisors
Nebraska
$339K +$259K +2,154 +324%
TWI
2121
Thomas White International
Illinois
$339K +$339K +2,820 New
LD
2122
Lipe & Dalton
New York
$338K +$5.4K +45 +2%
LDFR
2123
Lehman & Derafelo Financial Resources
Pennsylvania
$338K +$6.01K +50 +2%
VAG
2124
VisionPoint Advisory Group
Texas
$338K +$119K +995 +55%
LFA
2125
Legend Financial Advisors
Pennsylvania
$337K