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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 %
VWM
1651
Vigilare Wealth Management
Arizona
$1.07M +$277 +2 +0%
RCM
1652
Radnor Capital Management
Pennsylvania
$1.07M +$214K +1,545 +25%
RCIM
1653
Red Cedar Investment Management
Michigan
$1.07M +$234K +1,691 +28%
CIAS
1654
Capital Investment Advisory Services
North Carolina
$1.06M +$51.7K +373 +5%
TW
1655
Transform Wealth
Colorado
$1.06M -$162K -1,169 -13%
CWM
1656
Cornerstone Wealth Management
Missouri
$1.06M +$49.3K +356 +5%
SA
1657
Strategic Advisors
New York
$1.05M -$114K -826 -10%
PWM
1658
Perigon Wealth Management
California
$1.05M +$73.7K +532 +8%
AG
1659
AlphaSimPlex Group
Massachusetts
$1.05M +$382K +2,753 +57%
FC
1660
Ferris Capital
Massachusetts
$1.05M +$9.7K +70 +0.9%
PFGIA
1661
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M +$32.7K +236 +3%
BL
1662
Balentine LLC
Georgia
$1.04M +$670K +4,835 +180%
FSA
1663
Franklin Street Advisors
North Carolina
$1.04M +$13.3K +96 +1%
VC
1664
Veracity Capital
Georgia
$1.04M -$1.72M -12,380 -62%
WTB
1665
Washington Trust Bank
Washington
$1.04M -$17.7K -128 -2%
CHA
1666
Carmichael Hill & Associates
Maryland
$1.03M – – –
APW
1667
Acima Private Wealth
Virginia
$1.03M – – –
RWM
1668
Ritholtz Wealth Management
New York
$1.03M +$211K +1,521 +26%
MWM
1669
Madison Wealth Management
Ohio
$1.03M -$18.7K -135 -2%
TC
1670
Toews Corporation
New Jersey
$1.03M +$1.03M +7,400 New
SW
1671
StrongBox Wealth
Missouri
$1.02M +$291K +2,099 +40%
QCIG
1672
Quad-Cities Investment Group
Iowa
$1.02M +$277 +2 +0%
Dodge & Cox
1673
Dodge & Cox
California
$1.02M -$13.9K -100 -1%
KFA
1674
Kelleher Financial Advisors
New York
$1.02M – – –
AIM
1675
AIA Investment Management
Singapore
$1.01M +$242K +1,748 +32%
65 66
67
68 69