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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 %
JCM
1326
Jacobi Capital Management
Pennsylvania
$2.04M -$358K -2,575 -15%
KA
1327
Kovack Advisors
Florida
$2.03M +$40.6K +293 +2%
FHC
1328
First Horizon Corporation
Tennessee
$2.03M +$2.03M +14,676 New
BOPW
1329
Brandywine Oak Private Wealth
Pennsylvania
$2.02M -$19.7K -142 -1%
EWM
1330
Elmwood Wealth Management
California
$2.02M – – –
DBIA
1331
Dumont & Blake Investment Advisors
New Jersey
$2.02M +$17K +123 +0.9%
HKAM
1332
Horizon Kinetics Asset Management
New York
$2.02M +$20.5K +148 +1%
MWM
1333
Meridian Wealth Management
Kentucky
$2.02M +$1.28M +9,235 +173%
SAM
1334
Smithbridge Asset Management
Pennsylvania
$2.01M +$34.5K +249 +2%
BSA
1335
Bull Street Advisors
Georgia
$2M +$92.9K +670 +5%
NC
1336
NovaPoint Capital
Georgia
$2M +$186K +1,339 +10%
ADBIC
1337
A.D. Beadell Investment Counsel
Wisconsin
$2M – – –
EH
1338
Employers Holdings
Nevada
$2M +$445K +3,212 +29%
OAM
1339
Oak Asset Management
California
$1.99M -$5.31K -38 -0.3%
GIM
1340
Guardian Investment Management
California
$1.99M -$4.57K -33 -0.2%
SNBOSD
1341
Security National Bank of So Dak
Iowa
$1.99M +$35.5K +256 +2%
IPW
1342
Inlet Private Wealth
Florida
$1.98M – – –
COF
1343
Capital One Financial
Virginia
$1.97M -$133K -961 -6%
TWA
1344
TCI Wealth Advisors
Arizona
$1.97M -$27.7K -200 -1%
SAM
1345
Selway Asset Management
$1.97M +$17.3K +125 +0.9%
WPW
1346
Waldron Private Wealth
Pennsylvania
$1.97M +$110K +795 +6%
PTP
1347
Platform Technology Partners
New York
$1.97M +$90.7K +654 +5%
SAM
1348
Sawgrass Asset Management
Florida
$1.96M – – –
AIM
1349
Aurora Investment Managers
Florida
$1.96M -$64.6K -466 -3%
MBT
1350
Montecito Bank & Trust
California
$1.94M – – –
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