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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 %
CFS
1751
CRA Financial Services
New Jersey
$844K +$3.88K +28 +0.5%
FFA
1752
Founders Financial Alliance
North Carolina
$844K +$844K +6,008 New
LTI
1753
Laffer Tengler Investments
Tennessee
$844K +$30.5K +220 +4%
RDWM
1754
Red Door Wealth Management
Tennessee
$842K +$22.7K +164 +3%
ALAM
1755
Asahi Life Asset Management
Japan
$840K -$129K -930 -13%
GTAM
1756
Global Trust Asset Management
Florida
$840K -$1.69K -12 -0.2%
PBO
1757
Peoples Bank (Ohio)
Ohio
$840K +$8.73K +63 +1%
MCM
1758
Marathon Capital Management
Maryland
$834K -$9.42K -68 -1%
ECM
1759
EagleClaw Capital Management
Massachusetts
$832K +$139K +1,000 +20%
SAM
1760
SignalPoint Asset Management
Missouri
$831K -$10.5K -76 -1%
NFG
1761
Nadler Financial Group
Illinois
$831K +$6.1K +44 +0.7%
BCA
1762
Bay Colony Advisors
Massachusetts
$831K +$91.2K +658 +12%
GFPC
1763
Global Financial Private Client
Florida
$830K +$14.2K +101 +2%
UF
1764
Univest Financial
Pennsylvania
$830K +$5.27K +38 +0.6%
WIA
1765
Westbourne Investment Advisors
Maryland
$825K – – –
CHAM
1766
Clear Harbor Asset Management
Connecticut
$823K -$27.7K -200 -3%
NERM
1767
New England Research & Management
Illinois
$823K – – –
BO
1768
BRR OpCo
Ohio
$823K +$48.2K +348 +6%
HB
1769
Horizon Bancorp
Indiana
$822K +$32.6K +235 +4%
AWP
1770
Ascent Wealth Partners
New York
$819K -$68.9K -497 -8%
VCM
1771
Vivaldi Capital Management
Illinois
$819K -$9.4K -65 -1%
VWA
1772
V Wealth Advisors
Kansas
$816K -$2.04M -14,726 -71%
DIA
1773
Dana Investment Advisors
Wisconsin
$815K -$25M -180,138 -97%
PFC
1774
Poplar Forest Capital
California
$812K – – –
ECM
1775
Elgethun Capital Management
South Dakota
$812K +$139 +1 +0%
69 70
71
72 73