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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 %
Assenagon Asset Management
1001
Assenagon Asset Management
Luxembourg
$3.9M -$78M -562,742 -95%
AAMA
1002
Advanced Asset Management Advisors
Ohio
$3.9M +$166K +1,200 +4%
NPT
1003
Nixon Peabody Trust
Massachusetts
$3.9M +$39.1K +282 +1%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$3.88M -$183K -1,320 -5%
GD
1005
Grandfield & Dodd
New York
$3.88M -$20.6K -149 -0.5%
DBT
1006
Dubuque Bank & Trust
Iowa
$3.87M -$339K -2,443 -8%
WCM
1007
Whitener Capital Management
North Carolina
$3.86M -$750K -5,410 -16%
FAM
1008
Fred Alger Management
New York
$3.85M – – –
AWM
1009
Avitas Wealth Management
California
$3.84M -$33.7K -243 -0.9%
UCMOK
1010
United Capital Management of KS
Kansas
$3.83M +$240K +1,734 +7%
CIA
1011
Choate Investment Advisors
Massachusetts
$3.82M -$13.2K -95 -0.3%
CFMC
1012
Curbstone Financial Management Corp
New Hampshire
$3.82M -$20.8K -150 -0.5%
BMC
1013
Beaton Management Company
Massachusetts
$3.82M -$37.1K -268 -1%
MC
1014
Mathes Company
New York
$3.81M -$243K -1,750 -6%
DW
1015
Domani Wealth
Pennsylvania
$3.79M +$61.7K +445 +2%
IAN
1016
Integrated Advisors Network
Texas
$3.76M -$102K -739 -3%
CCG
1017
Chatham Capital Group
Georgia
$3.75M -$38.1K -275 -1%
MIP
1018
Marietta Investment Partners
Wisconsin
$3.74M +$319K +2,300 +9%
AAM
1019
Azzad Asset Management
Virginia
$3.74M +$233K +1,680 +7%
CS
1020
Cannell & Spears
New York
$3.74M +$140K +1,011 +4%
CT
1021
Coastline Trust
Rhode Island
$3.74M -$45.7K -330 -1%
PWM
1022
Peterson Wealth Management
Nevada
$3.73M -$211K -1,519 -5%
PI
1023
Pettee Investors
Connecticut
$3.72M – – –
SFA
1024
Sequoia Financial Advisors
Ohio
$3.72M -$24.3K -175 -0.6%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$3.72M +$546K +3,937 +17%
39 40
41
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