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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 %
RIA
1776
Realta Investment Advisors
Delaware
$812K +$63.1K +455 +8%
HPWM
1777
Highland Private Wealth Management
Washington
$811K +$32.3K +233 +4%
Wolverine Trading
1778
Wolverine Trading
Illinois
$810K +$810K +5,907 New
BCP
1779
Blackhawk Capital Partners
Wisconsin
$808K -$59.4K -449 -7%
TFS
1780
Thoroughbred Financial Services
Tennessee
$803K -$75.6K -546 -9%
SFM
1781
Signet Financial Management
New Jersey
$801K +$71.8K +521 +10%
CC
1782
Cadinha & Co
Hawaii
$801K +$132K +950 +20%
WFM
1783
Wolff Financial Management
Michigan
$797K +$277 +2 +0%
CRWM
1784
Castle Rock Wealth Management
California
$797K +$107K +768 +16%
KCPG
1785
Kavar Capital Partners Group
Kansas
$797K +$447K +3,224 +127%
VA
1786
Valmark Advisers
Ohio
$796K +$26K +188 +3%
SWA
1787
Sutton Wealth Advisors
Florida
$796K +$29K +209 +4%
W
1788
WealthStone
Ohio
$789K -$146K -1,052 -16%
PAM
1789
Paradigm Asset Management
New York
$786K -$125K -900 -14%
22CM
1790
20/20 Capital Management
California
$785K – – –
H
1791
HoyleCohen
California
$785K +$1.25K +9 +0.2%
GHAM
1792
Gilman Hill Asset Management
Connecticut
$784K -$43.8K -316 -5%
SLA
1793
Silver Lake Advisory
Utah
$782K -$53.6K -387 -6%
ATWA
1794
Arbor Trust Wealth Advisors
Michigan
$781K -$8.31K -60 -1%
CCM
1795
Carlson Capital Management
Minnesota
$780K -$970 -7 -0.1%
BLAM
1796
Bourne Lent Asset Management
New York
$780K – – –
SWA
1797
SFMG Wealth Advisors
Texas
$779K +$67.3K +486 +9%
NJBEST
1798
New Jersey Better Educational Savings Trust
New Jersey
$776K – – –
OL
1799
Optas LLC
Texas
$775K -$479K -3,456 -38%
APC
1800
Aspire Private Capital
North Carolina
$775K +$315K +2,276 +69%
70 71
72
73 74