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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 %
FAT
1726
First American Trust
California
$894K -$22.9K -165 -2%
CFG
1727
Cooper Financial Group
California
$892K +$146K +1,052 +20%
ECA
1728
Elevated Capital Advisors
Utah
$891K -$19.3K -136 -2%
PWSG
1729
Pacific Wealth Strategies Group
California
$891K +$155K +1,118 +21%
MS
1730
Madden Securities
Texas
$888K +$10.8K +78 +1%
OFG
1731
Oxford Financial Group
Indiana
$888K +$54.6K +394 +7%
CPIA
1732
Cornell Pochily Investment Advisors
New York
$885K +$4.44K +32 +0.5%
AA
1733
Argent Advisors
Louisiana
$885K +$21.8K +157 +3%
IP
1734
Investment Partners
Ohio
$881K -$218K -1,573 -20%
Nomura Holdings
1735
Nomura Holdings
Japan
$879K +$879K +6,378 New
SW
1736
SkyOak Wealth
Michigan
$877K -$27.7K -200 -3%
SWM
1737
Segment Wealth Management
Texas
$874K +$8.87K +64 +1%
HGWM
1738
Horst & Graben Wealth Management
Oregon
$874K +$9.84K +71 +1%
HS
1739
Haafor (Singapore)
Singapore
$870K +$870K +6,263 New
EIA
1740
Edgemoor Investment Advisors
Maryland
$869K +$60K +433 +7%
QT
1741
Quantamental Technologies
New York
$868K -$1.34M -9,683 -61%
AIA
1742
Angeles Investment Advisors
California
$859K -$90.1K -650 -9%
BWM
1743
Baystate Wealth Management
Massachusetts
$859K +$64.6K +466 +8%
WIP
1744
Wellesley Investment Partners
Massachusetts
$858K -$114K -826 -12%
SPC
1745
Stewart & Patten Company
California
$856K -$56.8K -410 -6%
BHA
1746
Beech Hill Advisors
New York
$852K +$447K +3,225 +110%
WAG
1747
Winthrop Advisory Group
Massachusetts
$850K +$19.2K +138 +2%
APG
1748
Abacus Planning Group
South Carolina
$847K +$12.8K +92 +2%
VFP
1749
Verus Financial Partners
Virginia
$847K +$847K +6,111 New
MCM
1750
Manchester Capital Management
Vermont
$844K -$377K -2,721 -31%
68 69
70
71 72