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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 %
DI
2301
Diligent Investors
California
$217K +$40.7K +338 +23%
OWP
2302
Obermeyer Wealth Partners
Colorado
$216K -$14.2K -118 -6%
MWM
2303
Merriman Wealth Management
Washington
$216K -$4.68K -39 -2%
LIM
2304
Lathrop Investment Management
Arkansas
$216K
CAN
2305
Claraphi Advisory Network
United States
$215K +$215K +1,796 New
JAFL
2306
Jay A. Fishman Ltd
Michigan
$214K
CWM
2307
Campbell Wealth Management
Virginia
$214K -$123K -1,022 -36%
LFG
2308
Larson Financial Group
Missouri
$214K +$9.71K +81 +5%
LFG
2309
LifePlan Financial Group
Ohio
$213K
LWA
2310
Lenox Wealth Advisors
New York
$212K -$120K -1,002 -36%
AA
2311
ALPS Advisors
Colorado
$211K -$1.15M -9,599 -84%
MCM
2312
Magnolia Capital Management
New York
$210K -$72.1K -600 -26%
TFO
2313
Tarbox Family Office
California
$210K -$11.1K -93 -5%
HCM
2314
Hollencrest Capital Management
California
$210K +$1.33K +11 +0.6%
MWPCG
2315
Measured Wealth Private Client Group
New Hampshire
$210K +$27.4K +228 +15%
IAS
2316
IMA Advisory Services
Colorado
$209K -$4.44K -37 -2%
SWM
2317
Sugarloaf Wealth Management
Georgia
$209K -$2.52K -21 -1%
HFA
2318
Hoover Financial Advisors
Pennsylvania
$209K +$1.8K +15 +0.9%
SIC
2319
Samalin Investment Counsel
New York
$206K -$97.1K -810 -32%
CCM
2320
Colorado Capital Management
Colorado
$206K -$2.52K -21 -1%
AIA
2321
Alera Investment Advisors
Illinois
$206K -$240 -2 -0.1%
CA
2322
Cortland Associates
Missouri
$206K
HWM
2323
Howard Wealth Management
Connecticut
$206K
OLA
2324
Oliver Luxxe Assets
New Jersey
$206K
AFA
2325
American Financial Advisors
Georgia
$206K +$3.36K +25 +2%