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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 %
BIM
1476
Baldwin Investment Management
Pennsylvania
$1.59M +$847K +6,112 +114%
RZH
1477
Relyea Zuckerberg Hanson
Connecticut
$1.58M – – –
BAM
1478
Berkshire Asset Management
Pennsylvania
$1.57M +$67.5K +487 +4%
GWCM
1479
Godshalk Welsh Capital Management
Pennsylvania
$1.57M +$123K +890 +9%
WBC
1480
West Branch Capital
Massachusetts
$1.57M +$35.1K +253 +2%
SBSB
1481
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.57M +$63.1K +455 +4%
BFG
1482
Beacon Financial Group
Texas
$1.56M -$30.9K -223 -2%
AAM
1483
Ascension Asset Management
New York
$1.55M +$1.55M +11,205 New
CAG
1484
Csenge Advisory Group
Florida
$1.55M +$63.8K +470 +4%
BBWA
1485
Bell & Brown Wealth Advisors
California
$1.54M +$26.8K +192 +2%
MIC
1486
Means Investment Company
Maine
$1.54M +$337K +2,434 +28%
GPA
1487
Garrison Point Advisors
California
$1.54M +$2.08K +15 +0.1%
LIM
1488
Loudon Investment Management
New Hampshire
$1.54M -$3.74K -27 -0.2%
CWM
1489
Calamos Wealth Management
Illinois
$1.54M -$71.7K -517 -4%
NHC
1490
Nicholas Hoffman & Company
Georgia
$1.53M -$28.8K -208 -2%
SAM
1491
Seelaus Asset Management
New Jersey
$1.53M -$204K -1,470 -12%
MCM
1492
Monarch Capital Management
Indiana
$1.53M – – –
CSPIA
1493
Cary Street Partners Investment Advisory
Virginia
$1.53M +$1.25M +9,011 +452%
MC
1494
Maverick Capital
Texas
$1.51M -$1.54M -11,093 -50%
BP
1495
BBR Partners
New York
$1.51M +$153K +1,101 +11%
HIC
1496
Holderness Investments Company
North Carolina
$1.51M +$27.7K +200 +2%
SAM
1497
Strategy Asset Managers
California
$1.5M +$690K +4,976 +85%
CFFP
1498
Center for Financial Planning
Michigan
$1.5M +$10.4K +75 +0.7%
MCCP
1499
Mission Creek Capital Partners
California
$1.5M +$1.5M +10,843 New
CB
1500
CNB Bank
Pennsylvania
$1.5M +$68.6K +495 +5%
58 59
60
61 62