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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 %
VWA
1701
VERITY Wealth Advisors
United States
$939K – – –
BAS
1702
Brown Advisory Securities
Maryland
$930K +$13.9K +100 +2%
NFG
1703
Nations Financial Group
Iowa
$929K -$12.2K -88 -1%
AC
1704
Alexandria Capital
Virginia
$929K -$11.6K -84 -1%
MPPLM
1705
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$929K +$62.1K +778 +7%
EAMA
1706
EFG Asset Management (Americas)
Florida
$928K -$498K -3,594 -35%
SAM
1707
Summit Asset Management
Tennessee
$928K +$45.7K +330 +5%
TI
1708
Tidal Investments
Wisconsin
$928K +$99.6K +719 +12%
HIIFS
1709
Harel Insurance Investments & Financial Services
Israel
$927K +$572K +4,128 +161%
LCS
1710
Levin Capital Strategies
New York
$925K +$636K +4,590 +220%
NL
1711
NVWM LLC
Pennsylvania
$924K +$24.1K +174 +3%
BCA
1712
Bray Capital Advisors
Florida
$922K -$6.65K -48 -0.7%
SWRP
1713
Summit Wealth & Retirement Planning
California
$922K – – –
BG
1714
Berry Group
Massachusetts
$918K – – –
REMPR
1715
Roof Eidam Maycock Peralta (REMP)
California
$913K – – –
PG
1716
Proffitt & Goodson
Tennessee
$911K -$2.5K -18 -0.3%
EIP
1717
Ellis Investment Partners
Pennsylvania
$910K +$1.11K +8 +0.1%
FMTC
1718
Farmers & Merchants Trust Company
California
$908K +$20.1K +145 +2%
BWP
1719
Bernardo Wealth Planning
Pennsylvania
$907K +$105K +758 +13%
LOPW
1720
Live Oak Private Wealth
North Carolina
$903K -$4.16K -30 -0.5%
GI
1721
Gradient Investments
Minnesota
$903K +$58.5K +422 +7%
ICM
1722
IMS Capital Management
Oregon
$902K +$169K +1,216 +23%
RC
1723
Reik & Co
New York
$901K – – –
AAS
1724
Annex Advisory Services
Wisconsin
$900K +$277 +2 +0%
XF
1725
XML Financial
Maryland
$895K +$78.7K +568 +10%
67 68
69
70 71