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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 %
NWA
2451
Navis Wealth Advisors
New York
$254K +$254K +1,716 New
WCM
2452
Wallace Capital Management
Texas
$252K +$26K +175 +11%
PCM
2453
Prelude Capital Management
New York
$252K +$252K +1,696 New
YMRC
2454
Yorktown Management & Research Company
Virginia
$251K -$119K -805 -32%
DWM
2455
Darwin Wealth Management
Florida
$250K -$104K -701 -29%
SWM
2456
Sugarloaf Wealth Management
Georgia
$250K
WDL
2457
Well Done LLC
Michigan
$250K +$250K +1,687 New
BA
2458
Ballew Advisors
Mississippi
$249K +$11.1K +78 +5%
FWP
2459
Firethorn Wealth Partners
Georgia
$249K +$249K +1,676 New
PM
2460
Parametrica Management
Hong Kong
$249K +$249K +1,677 New
SFA
2461
Source Financial Advisors
New York
$249K +$249K +1,678 New
KFS
2462
Kelly Financial Services
Massachusetts
$248K -$1.04K -7 -0.4%
GSIS
2463
Global Strategic Investment Solutions
Arizona
$248K
DI
2464
Diligent Investors
California
$248K +$1.19K +8 +0.5%
BIA
2465
Barry Investment Advisors
Massachusetts
$247K
LSWM
2466
Lorne Steinberg Wealth Management
Canada
$246K +$246K +1,650 New
PWM
2467
PRW Wealth Management
Massachusetts
$245K
CP
2468
Camelot Portfolios
Ohio
$245K +$445 +3 +0.2%
LIG
2469
Lokken Investment Group
Delaware
$245K +$245K +1,654 New
CFSG
2470
Community Financial Services Group
Vermont
$244K -$59.4K -400 -20%
AC
2471
Avestar Capital
New York
$244K -$30.4K -203 -11%
LWA
2472
Lenox Wealth Advisors
New York
$243K -$1.63K -11 -0.7%
BFA
2473
Benedict Financial Advisors
Georgia
$243K
JWM
2474
Janiczek Wealth Management
Colorado
$243K +$38.7K +261 +19%
FCM
2475
Firestone Capital Management
Florida
$242K