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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 %
HFS
526
Haverford Financial Services
Pennsylvania
$12.9M +$65K +469 +0.5%
SPIA
527
Steward Partners Investment Advisory
New York
$12.7M +$1.72M +12,441 +16%
CA
528
Callahan Advisors
Texas
$12.7M -$83.3K -601 -0.7%
WSTAM
529
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$369K +2,663 +3%
ISL
530
Ingalls & Snyder LLC
New York
$12.7M -$127K -914 -1%
BPB
531
Badgley, Phelps & Bell
Washington
$12.6M -$2.77K -20 -0%
TTWM
532
TCV Trust & Wealth Management
Virginia
$12.6M -$240K -1,733 -2%
BFIM
533
Beese Fulmer Investment Management
Ohio
$12.6M -$343K -2,475 -3%
NCM
534
Noesis Capital Mangement
Florida
$12.6M -$176K -1,269 -1%
VW
535
Vantage Wealth
California
$12.5M +$304K +2,190 +2%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.5M -$7.35K -53 -0.1%
AAS
537
Avantax Advisory Services
Texas
$12.5M +$7.73M +55,767 +162%
FNT
538
First National Trust
Pennsylvania
$12.4M +$34.2K +247 +0.3%
IAA
539
Independent Advisor Alliance
North Carolina
$12.4M +$6.02M +43,470 +95%
NMERB
540
New Mexico Educational Retirement Board
New Mexico
$12.3M -$665K -4,800 -5%
JMFC
541
J.M. Forbes & Co
Massachusetts
$12.3M +$273K +1,970 +2%
RFA
542
Reilly Financial Advisors
California
$12.3M +$128K +921 +1%
DP
543
Dearborn Partners
Illinois
$12.3M -$10.7K -77 -0.1%
OAM
544
Oppenheimer Asset Management
New York
$12.3M +$529K +3,813 +4%
AWM
545
Absher Wealth Management
North Carolina
$12.2M -$5.41K -39 -0%
PAM
546
Palisade Asset Management
Minnesota
$12.1M -$55.4K -400 -0.5%
HT
547
HighTower Trust
Texas
$12.1M -$493K -3,559 -4%
AHC
548
Adell Harriman & Carpenter
Texas
$12.1M +$372K +2,683 +3%
CIA
549
CCM Investment Advisers
South Carolina
$12.1M -$3.6K -26 -0%
AB
550
Amalgamated Bank
New York
$12.1M -$343K -2,476 -3%
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