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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 %
GSWM
2201
Golden State Wealth Management
California
$426K +$122K +822 +40%
RTC
2202
Riverview Trust Company
Washington
$425K -$27.1K -183 -6%
JHP
2203
James Hambro & Partners
United Kingdom
$424K +$46.1K +311 +12%
SBF
2204
Sara-Bay Financial
Florida
$423K -$6.82K -46 -2%
CM
2205
Columbus Macro
Pennsylvania
$422K -$52.3K -352 -11%
APWM
2206
Atlas Private Wealth Management
New York
$421K -$74.2K -500 -15%
PRWA
2207
Platte River Wealth Advisors
Colorado
$421K
TW
2208
TrinityPoint Wealth
Connecticut
$420K
MOS
2209
MGO One Seven
Ohio
$420K +$8.46K +57 +2%
ECAM
2210
East Coast Asset Management
Massachusetts
$419K -$30K -202 -7%
AFIA
2211
America First Investment Advisors
Nebraska
$418K
LD
2212
Lipe & Dalton
New York
$418K
TWI
2213
Thomas White International
Illinois
$418K
TWP
2214
Tempus Wealth Planning
California
$418K +$21.6K +146 +5%
SA
2215
SL Advisors
New Jersey
$417K -$41.8K -282 -9%
JFA
2216
Johanson Financial Advisors
California
$417K
Financial Engines Advisors
2217
Financial Engines Advisors
California
$417K +$18.9K +127 +5%
PTC
2218
Provident Trust Company
Wisconsin
$415K
PD
2219
Planning Directions
Pennsylvania
$414K +$22.2K +150 +6%
HCA
2220
Heck Capital Advisors
Wisconsin
$410K -$297 -2 -0.1%
EIG
2221
Ellenbecker Investment Group
Wisconsin
$409K -$45.3K -306 -10%
OCM
2222
Orion Capital Management
California
$409K +$409K +2,755 New
SC
2223
Steph & Co
Wisconsin
$408K
TWM
2224
Tradition Wealth Management
Minnesota
$408K +$408K +2,749 New
CFA
2225
Cahill Financial Advisors
Minnesota
$408K +$408K +2,751 New