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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 %
UFF
2501
USA Financial Formulas
Michigan
$6K +$300 +2 +5%
SSW
2502
Smith Shellnut Wilson
Mississippi
$5.52K -$46 -334 -0.8%
CWA
2503
Carolina Wealth Advisors
South Carolina
$5K +$5K +35 New
LWA
2504
Lowe Wealth Advisors
Maryland
$4K – – –
Koshinski Asset Management
2505
Koshinski Asset Management
Illinois
$3.41K -$11 -78 -0.3%
FFW
2506
Fusion Family Wealth
New York
$3K -$31K -258 -91%
GWMIA
2507
Global Wealth Management Investment Advisory
Florida
$3K -$29.4K -245 -91%
F
2508
F3Logic
Minnesota
$2.33K -$81 -585 -3%
TFA
2509
Transamerica Financial Advisors
Florida
$2K -$387K -1,548 -99%
IF
2510
Ironwood Financial
Arizona
$2K – – –
BWM
2511
BNC Wealth Management
Oregon
$2K +$2K +18 New
CPA
2512
Clear Perspective Advisors
Illinois
$1.65K -$8 -30 -0.5%
FCA
2513
FinTrust Capital Advisors
South Carolina
$797 +$153 +1,106 +24%
WIM
2514
Westside Investment Management
California
$346 – – –
ESCM
2515
Echo Street Capital Management
New York
– -$64.5M -487,768 Closed
WI
2516
Wafra Inc
New York
– -$24.9M -188,416 Closed
PAMP
2517
Polar Asset Management Partners
Ontario, Canada
– -$20.7M -156,639 Closed
Renaissance Technologies
2518
Renaissance Technologies
New York
– -$16.8M -126,826 Closed
HT
2519
HAP Trading
New York
– -$10.1M -76,464 Closed
CA
2520
Cornerstone Advisors
North Carolina
– -$8.6M -65,000 Closed
Simplex Trading
2521
Simplex Trading
Illinois
– -$8.31M -62,817 Closed
BCM
2522
Bowie Capital Management
Texas
– -$8.07M -61,000 Closed
SGDR
2523
SPX Gestao de Recursos
Brazil
– -$7.83M -59,175 Closed
ECM
2524
ExodusPoint Capital Management
New York
– -$7.07M -53,467 Closed
Marshall Wace
2525
Marshall Wace
United Kingdom
– -$4.65M -35,184 Closed
99 100
101
102 103