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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 %
HWM
1076
Holloway Wealth Management
Florida
$3.28M -$3.17M – –
SC
1077
Schulhoff & Co
Ohio
$3.25M +$4.57K +33 +0.1%
IWA
1078
IBEX Wealth Advisors
New Jersey
$3.25M -$8.18K -59 -0.3%
SWM
1079
SeaCrest Wealth Management
New York
$3.24M +$47.5K +343 +1%
GC
1080
Grimes & Company
Massachusetts
$3.24M +$5.54K +40 +0.2%
FIB
1081
First Interstate Bank
Montana
$3.24M -$1.67M -12,050 -34%
CG
1082
Caprock Group
Idaho
$3.23M -$144K -1,040 -4%
PCM
1083
Penserra Capital Management
California
$3.23M +$1.27M +9,184 +65%
AMM
1084
American Money Management
California
$3.22M -$279K -2,012 -8%
TPWA
1085
TRUE Private Wealth Advisors
Oregon
$3.21M +$20.2K +146 +0.6%
PAS
1086
Partnervest Advisory Services
California
$3.21M +$296K +2,133 +10%
AF
1087
Alerus Financial
North Dakota
$3.2M +$2.46M +17,733 +329%
LSV Asset Management
1088
LSV Asset Management
Illinois
$3.2M – – –
AC
1089
Addison Capital
Pennsylvania
$3.2M +$8.32K +60 +0.3%
HWA
1090
Heritage Way Advisors
Illinois
$3.19M +$164K +1,182 +5%
BFPW
1091
BOK Financial Private Wealth
Colorado
$3.19M -$211K -1,522 -6%
UFG
1092
United Fire Group
Iowa
$3.19M – – –
AB
1093
Atlas Brown
Kentucky
$3.19M +$3.6K +26 +0.1%
FCH
1094
Freestone Capital Holdings
Washington
$3.18M +$37.3K +269 +1%
PWS
1095
Peloton Wealth Strategists
Indiana
$3.16M +$481K +3,468 +18%
CBN
1096
Cadence Bank NA
Texas
$3.15M +$159K +1,145 +5%
UAS
1097
United Asset Strategies
New York
$3.14M -$73K -527 -2%
HAS
1098
HBW Advisory Services
California
$3.13M +$805K +5,808 +35%
SS
1099
Sunbelt Securities
Texas
$3.12M +$265K +1,908 +9%
SIM
1100
Stratos Investment Management
Ohio
$3.12M +$284K +2,047 +10%
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