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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 %
LSA
2301
L & S Advisors
California
$339K
SOAMC
2302
Spirit of America Management Corp
New York
$339K
SIC
2303
Samalin Investment Counsel
New York
$338K +$8.34K +59 +3%
CCC
2304
Chelsea Counsel Company
California
$337K
KWM
2305
Keebeck Wealth Management
Illinois
$337K +$2.54K +18 +0.8%
WCG
2306
Weaver Consulting Group
California
$336K +$21.2K +150 +7%
LC
2307
Lindbrook Capital
California
$335K +$1.98K +14 +0.6%
PC
2308
Port Capital
Illinois
$334K -$37K -261 -10%
HWA
2309
Heartwood Wealth Advisors
Virginia
$333K -$91.1K -643 -21%
QWM
2310
QP Wealth Management
New Jersey
$332K
BHB
2311
Bank Hapoalim BM
Israel
$332K +$332K +2,345 New
WDG
2312
Wealth Dimensions Group
Ohio
$329K
5L
2313
55I LLC
Massachusetts
$329K +$329K +2,327 New
TWM
2314
Tradition Wealth Management
Minnesota
$328K -$60.5K -428 -16%
AFS
2315
Axiom Financial Strategies
Indiana
$328K +$10K +71 +3%
VFM
2316
Vivid Financial Management
California
$328K +$70.6K +500 +27%
AWM
2317
Atticus Wealth Management
Florida
$327K -$45.6K -322 -12%
LOAME
2318
Lombard Odier Asset Management (Europe)
United Kingdom
$326K -$2.05M -14,510 -86%
TCB
2319
Texas Capital Bancshares
Texas
$324K
BWA
2320
Beam Wealth Advisors
Louisiana
$324K +$24.7K +175 +8%
QCM
2321
Quest Capital Management
Texas
$323K -$25.6K -181 -7%
HA
2322
HYA Advisors
Missouri
$323K
BBA
2323
Braun-Bostich & Associates
Pennsylvania
$320K +$41.3K +292 +15%
MWM
2324
Mascoma Wealth Management
New Hampshire
$320K +$107K +754 +50%
WFA
2325
Wade Financial Advisory
California
$319K -$14.1K -100 -4%