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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 %
LWM
1251
Lyell Wealth Management
California
$2.4M +$623K +4,494 +35%
FMT
1252
First Mercantile Trust
Tennessee
$2.4M -$245K -1,767 -9%
TSW
1253
Thompson Siegel & Walmsley
Virginia
$2.4M -$135K -975 -5%
SFA
1254
Stewardship Financial Advisors
Georgia
$2.37M -$17.7K -128 -0.7%
MWM
1255
Mission Wealth Management
California
$2.37M +$337K +2,435 +17%
DFG
1256
Demars Financial Group
Washington
$2.37M +$54.3K +392 +2%
AIM
1257
AMI Investment Management
Indiana
$2.36M -$155K -1,115 -6%
IC
1258
Inscription Capital
Texas
$2.36M +$211K +1,519 +10%
THWM
1259
Taylor Hoffman Wealth Management
Virginia
$2.35M -$87.2K -629 -4%
LFAS
1260
Level Four Advisory Services
Texas
$2.34M -$11.9K -86 -0.5%
PCAP
1261
Pratt Collard Advisory Partners
New York
$2.34M +$52.3K +377 +2%
KJHP
1262
K.J. Harrison & Partners
Ontario, Canada
$2.34M +$555 +4 +0%
HT
1263
Heritage Trust
Oklahoma
$2.33M -$129K -933 -5%
DFA
1264
Delta Financial Advisors
Louisiana
$2.33M -$93.4K -674 -4%
WCA
1265
Westover Capital Advisors
Delaware
$2.33M -$66.8K -482 -3%
VAS
1266
Vestmark Advisory Solutions
Massachusetts
$2.32M -$373K -2,690 -14%
NFG
1267
NewFocus Financial Group
Washington
$2.31M -$31.2K -225 -1%
NONA
1268
Ninety One North America
New York
$2.31M +$481K +3,471 +26%
RCM
1269
RB Capital Management
Nevada
$2.3M +$82.1K +595 +4%
BWP
1270
BSW Wealth Partners
Colorado
$2.28M +$127K +913 +6%
VV
1271
Verity & Verity
South Carolina
$2.27M +$83.4K +605 +4%
DPIM
1272
Duff & Phelps Investment Management
Illinois
$2.26M – – –
AC
1273
Asio Capital
Kentucky
$2.26M +$179K +1,295 +9%
EHWM
1274
Eads & Heald Wealth Management
Georgia
$2.25M -$179K -1,289 -7%
AI
1275
Atom Investors
Texas
$2.24M -$2.8M -20,213 -56%
49 50
51
52 53