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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 %
LOAMS
1801
Lombard Odier Asset Management (Switzerland)
Switzerland
$765K +$765K +5,518 New
TFA
1802
Teamwork Financial Advisors
Texas
$762K -$766K -5,526 -50%
AIM
1803
Alhambra Investment Management
Florida
$761K +$2.77K +20 +0.4%
FFG
1804
Frisch Financial Group
New York
$760K -$132K -954 -15%
DMC
1805
Drexel Morgan & Co
Pennsylvania
$757K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1806
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$754K -$92.7M -668,195 -99%
MWA
1807
Moser Wealth Advisors
Washington
$751K +$736K +5,306 +4,824%
ZF
1808
Zhang Financial
Michigan
$749K +$11.1K +80 +2%
Walleye Capital
1809
Walleye Capital
New York
$749K +$749K +5,406 New
SSWG
1810
Seven Springs Wealth Group
Tennessee
$748K -$57.8K -417 -7%
S
1811
SimplyRich
California
$747K – – –
DE
1812
Day & Ennis
Georgia
$747K +$554 +4 +0.1%
CA
1813
Cornerstone Advisory
Maryland
$746K +$11.5K +83 +2%
TP
1814
Tranquility Partners
Tennessee
$745K -$4.02K -29 -0.5%
CPC
1815
Congress Park Capital
New York
$745K – – –
KFI
1816
Key Financial Inc
Pennsylvania
$745K – – –
LSPW
1817
Lake Street Private Wealth
Illinois
$742K -$14.1K -102 -2%
SBWM
1818
Sunflower Bank Wealth Management
Arizona
$741K +$31.2K +225 +4%
EWM
1819
Empirical Wealth Management
Washington
$739K -$70.2K -506 -9%
HBWM
1820
Hollow Brook Wealth Management
New York
$737K +$105K +758 +17%
WI
1821
Wedgewood Investors
Pennsylvania
$736K – – –
WTFG
1822
Wells Trecaso Financial Group
Ohio
$736K +$85.8K +619 +13%
WCM
1823
Weik Capital Management
Pennsylvania
$734K -$16.6K -120 -2%
KC
1824
Kingfisher Capital
North Carolina
$733K +$40.2K +290 +6%
IAP
1825
Indie Asset Partners
Indiana
$728K -$13.4K -97 -2%
71 72
73
74 75