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PepsiCo
PEP

Overview Fund Activity

2,511 hedge funds and large institutions have $136B invested in PepsiCo in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 1,062 increasing their positions, 1,046 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,511
Holders Change
+18
Holders Change %
+0.72%
% of All Funds
50.8%
Holding in Top 10
167
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-5.65%
% of All Funds
3.38%
New
112
Increased
1,062
Reduced
1,046
Closed
67
Calls
$1.4B
Puts
$1.42B
Net Calls
-$18.8M
Net Calls Change
-$34.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$649M
2
American Century Companies
American Century Companies
Missouri
+$227M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$200M
4
Lazard Asset Management
Lazard Asset Management
New York
+$181M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$147M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$436M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$281M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$171M
5
State Street
State Street
Massachusetts
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
2476
Ogorek Anthony Joseph
New York
$24K +$17.1K +124 +248%
LFASL
2477
Lugano Financial Advisors SA (LFA)
Switzerland
$24K +$24K +170 New
FRA
2478
Front Row Advisors
California
$23K – – –
DWA
2479
Dougherty Wealth Advisers
Minnesota
$23K – – –
PCFFS
2480
Pacific Center for Financial Services
California
$21K +$18.7K +136 +800%
FEG
2481
Financial Enhancement Group
Indiana
$20K – – –
SWM
2482
Strategic Wealth Management
Washington
$17K -$624K -4,440 -97%
RFWA
2483
RPg Family Wealth Advisory
Massachusetts
$16.1K – – –
BGC
2484
Beutel, Goodman & Co
Ontario, Canada
$16K – – –
BBL
2485
Beck Bode LLC
Massachusetts
$16K +$16K +116 New
FFC
2486
Fure Financial Corporation
Minnesota
$15K +$15K +111 New
SXL
2487
Summit X LLC
Missouri
$14.1K +$200 +128 +1%
RG
2488
Retirement Group
California
$14K -$3.1K -23 -18%
AI
2489
ArchPoint Investors
Florida
$14K – – –
BCM
2490
Bourgeon Capital Management
Connecticut
$14K – – –
IRAG
2491
Investment Research & Advisory Group
Georgia
$14K – – –
PFS
2492
Prospera Financial Services
Texas
$13K -$5.22M -37,776 -100%
TJHA
2493
Thomas J. Herzfeld Advisors
Florida
$11K – – –
NIM
2494
NuWave Investment Management
New Jersey
$10K -$1.05M -7,272 -99%
CAGAS
2495
Capital Advisory Group Advisory Services
Minnesota
$10K -$1.01K -7 -9%
BC
2496
Barnett & Company
Tennessee
$9K – – –
SGAM
2497
Smith Group Asset Management
Texas
$8K -$4.26M -31,940 -100%
AW
2498
Avion Wealth
Texas
$8K – – –
CIAS
2499
CBIZ Investment Advisory Services
Ohio
$7K -$7K – –
PC
2500
Permanens Capital
New York
$6K – – –
98 99
100
101 102