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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 %
KFS
801
Kurt F. Somerville
$5.89M -$223K -1,606 -4%
FWM
802
Frontier Wealth Management
Missouri
$5.88M +$33.7K +243 +0.6%
TCOO
803
Trust Company of Oklahoma
Oklahoma
$5.86M +$5.86M +42,288 New
WF
804
WoodTrust Financial
Wisconsin
$5.85M +$164K +1,183 +3%
AAM
805
AR Asset Management
California
$5.82M -$55.4K -400 -0.9%
LI
806
Lafayette Investments
Maryland
$5.81M -$164K -1,183 -3%
HBT
807
Hills Bank & Trust
Iowa
$5.78M -$378K -2,724 -6%
CB
808
Cadence Bank
Mississippi
$5.77M -$40.3K -291 -0.7%
NAM
809
NTV Asset Management
West Virginia
$5.76M -$61.3K -442 -1%
TCM
810
Tufton Capital Management
Maryland
$5.76M +$63.1K +455 +1%
CT
811
Cambridge Trust
Massachusetts
$5.75M +$35.3K +255 +0.6%
GLA
812
Great Lakes Advisors
Illinois
$5.75M -$373K -2,689 -6%
VFA
813
Voya Financial Advisors
Connecticut
$5.75M -$186K -1,356 -3%
LAM
814
Lountzis Asset Management
Pennsylvania
$5.7M – – –
OCM
815
Oakwood Capital Management
California
$5.69M -$129K -933 -2%
LNWWM
816
Laird Norton Wetherby Wealth Management
California
$5.69M +$32.2K +232 +0.6%
WPP
817
Whalerock Point Partners
Rhode Island
$5.68M -$36.8M -36,757 -87%
PGIM
818
Pacific Global Investment Management
California
$5.68M -$208K -1,499 -4%
KA
819
Kintegral Advisory
New York
$5.68M -$183K -1,318 -3%
NEAM
820
New England Asset Management
Connecticut
$5.68M -$194K -1,400 -3%
MGIA
821
Moneta Group Investment Advisors
Missouri
$5.68M +$15.1K +109 +0.3%
Westfield Capital Management
822
Westfield Capital Management
Massachusetts
$5.67M +$621K +4,480 +12%
CAC
823
Core Alternative Capital
Georgia
$5.66M -$514K -3,709 -8%
SCA
824
Spearhead Capital Advisors
Florida
$5.65M +$161K +1,160 +3%
PP
825
Pegasus Partners
Wisconsin
$5.63M +$91.9K +663 +2%
31 32
33
34 35