PEP icon

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 %
MCM
751
Murphy Capital Management
New Jersey
$6.77M +$71.2K +514 +1%
TFA
752
Toth Financial Advisory
Virginia
$6.71M +$12.1K +87 +0.2%
Kovitz Investment Group Partners
753
Kovitz Investment Group Partners
Illinois
$6.71M +$2.13M +15,380 +47%
GWM
754
Geneos Wealth Management
Colorado
$6.66M +$200K +1,498 +3%
PP
755
Paloma Partners
Connecticut
$6.65M +$4.97M +35,842 +295%
UH
756
Unigestion Holding
Switzerland
$6.62M -$43.3M -313,099 -87%
TCOT
757
Trust Company of Toledo
Ohio
$6.6M -$9.43K -68 -0.1%
FMBTD
758
First Midwest Bank Trust Division
Illinois
$6.6M -$289K -2,087 -4%
SPC
759
Sigma Planning Corp
Michigan
$6.53M +$347K +2,505 +6%
PWP
760
Private Wealth Partners
California
$6.53M +$95.6K +690 +1%
CCP
761
Corient Capital Partners
California
$6.51M -$10.5K -76 -0.2%
KIA
762
KCM Investment Advisors
California
$6.51M -$460K -3,318 -7%
MC
763
Middleton & Co
Massachusetts
$6.5M +$123K +890 +2%
PTC
764
Private Trust Company
Ohio
$6.49M -$324K -2,335 -5%
BCM
765
BTC Capital Management
Iowa
$6.41M +$130K +936 +2%
AC
766
Addenda Capital
Quebec, Canada
$6.41M +$19.5K +141 +0.3%
SCM
767
Stevens Capital Management
Pennsylvania
$6.4M +$6.4M +46,180 New
ASN
768
Advisory Services Network
Georgia
$6.39M +$857K +6,182 +15%
TNBTD
769
Trustmark National Bank Trust Department
Mississippi
$6.37M -$96.9K -699 -1%
WFG
770
Wills Financial Group
Virginia
$6.36M +$40.2K +290 +0.6%
ECM
771
Everence Capital Management
Indiana
$6.31M +$1.17M +8,460 +23%
GIM
772
Goelzer Investment Management
Indiana
$6.31M -$76.4K -551 -1%
PCM
773
Palisade Capital Management
New Jersey
$6.27M +$337K +2,431 +6%
IRF
774
IBM Retirement Fund
New York
$6.26M +$1.76M +12,691 +39%
LWAC
775
Laurel Wealth Advisors (California)
California
$6.26M +$126K +908 +2%
29 30
31
32 33