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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 %
SIC
2551
Sigma Investment Counselors
Michigan
– -$514K -3,883 Closed
BCM
2552
Bienville Capital Management
New York
– -$498K -3,767 Closed
STA
2553
Summit Trail Advisors
New York
– -$462K -3,496 Closed
OWA
2554
Outlook Wealth Advisors
Texas
– -$451K -3,412 Closed
PPWM
2555
PFG Private Wealth Management
Florida
– -$443K -3,347 Closed
DIM
2556
DC Investments Management
Virginia
– -$375K -2,832 Closed
MAA
2557
Mraz Amerine & Associates
California
– -$358K -2,708 Closed
W
2558
Wealthquest
Ohio
– -$354K -2,681 Closed
BWFA
2559
Baltimore-Washington Financial Advisors
Maryland
– -$318K -2,410 Closed
PMA
2560
Prudent Man Advisors
Illinois
– -$317K -2,397 Closed
AIA
2561
Alera Investment Advisors
Illinois
– -$275K -2,082 Closed
SWM
2562
Southern Wealth Management
Texas
– -$275K -2,082 Closed
HC
2563
Hamilton Capital
Ohio
– -$259K -1,956 Closed
CCFM
2564
Clear Creek Financial Management
Washington
– -$252K -1,907 Closed
BHB
2565
Bank Hapoalim BM
Israel
– -$222K -1,678 Closed
HWM
2566
Howard Wealth Management
Connecticut
– -$220K -1,666 Closed
SLG
2567
Stanley-Laman Group
Pennsylvania
– -$211K -1,597 Closed
TA
2568
Townsend & Associates
Colorado
– -$207K -1,566 Closed
BMM
2569
Buffington Mohr McNeal
Idaho
– -$206K -1,561 Closed
OCPWS
2570
One Charles Private Wealth Services
Massachusetts
– -$210K -1,545 Closed
FWM
2571
FSA Wealth Management
Massachusetts
– -$169K -1,279 Closed
EWP
2572
Engrave Wealth Partners
Texas
– -$153K -1,157 Closed
KBFS
2573
Kohmann Bosshard Financial Services
Ohio
– -$128K -966 Closed
MIFH
2574
Migdal Insurance & Financial Holdings
Israel
– -$42K -321 Closed
MWA
2575
MFA Wealth Advisors
Pennsylvania
– -$37.5K -284 Closed
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