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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 %
SFSIG
1626
San Francisco Sentry Investment Group
California
$1.15M -$13K -94 -1%
WP
1627
WealthSource Partners
California
$1.14M -$81.2K -586 -7%
AWM
1628
Apollon Wealth Management
South Carolina
$1.13M -$8.18K -59 -0.7%
CIM
1629
CIM Investment Management
Pennsylvania
$1.13M -$10.9K -79 -1%
IC
1630
Intersect Capital
California
$1.13M +$89.8K +648 +9%
SWA
1631
Stratos Wealth Advisors
Ohio
$1.13M +$55.8K +403 +5%
WI
1632
WrapManager Inc
California
$1.13M -$20.5K -148 -2%
BAM
1633
Beaumont Asset Management
Texas
$1.13M -$34.4K -248 -3%
BL
1634
BFSG LLC
California
$1.13M +$604K +4,355 +115%
MFS
1635
McNamara Financial Services
Massachusetts
$1.12M -$20.1K -145 -2%
OIA
1636
Optimum Investment Advisors
Illinois
$1.12M -$25.5K -184 -2%
IWA
1637
Intercontinental Wealth Advisors
Texas
$1.12M -$23.1K -167 -2%
CST
1638
Charles Schwab Trust
Nevada
$1.11M -$59.4K -429 -5%
TC
1639
Trust Company
Kansas
$1.11M -$74.8K -540 -6%
CPIG
1640
Chicago Partners Investment Group
Illinois
$1.11M -$118K -858 -10%
CLOS
1641
Compagnie Lombard Odier SCmA
Switzerland
$1.1M – – –
SRAM
1642
Spouting Rock Asset Management
Pennsylvania
$1.1M – – –
AFP
1643
Ausdal Financial Partners
Iowa
$1.1M +$63.3K +457 +6%
TCCM
1644
Timber Creek Capital Management
Massachusetts
$1.09M -$31.9K -230 -3%
FI
1645
FormulaFolio Investments
Michigan
$1.08M -$180K -1,297 -14%
OCG
1646
Opus Capital Group
Ohio
$1.08M -$151K -1,091 -12%
Credit Agricole
1647
Credit Agricole
France
$1.08M -$45.8K -330 -4%
EWM
1648
Edge Wealth Management
New York
$1.07M +$249K +1,798 +30%
LSAG
1649
Lake Street Advisors Group
New Hampshire
$1.07M +$832 +6 +0.1%
ACM
1650
Ayrshire Capital Management
Connecticut
$1.07M -$9.84K -71 -0.9%
64 65
66
67 68