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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 %
JWM
1826
Jeppson Wealth Management
California
$728K +$728K +5,253 New
JGIA
1827
Jackson Grant Investment Advisers
Connecticut
$726K +$4.58K +33 +0.6%
PIMJS
1828
PKO Investment Management Joint-Stock
Poland
$725K – – –
WAS
1829
Wealth Advisory Solutions
Indiana
$723K -$55K -397 -7%
SIG
1830
Sargent Investment Group
Maryland
$723K +$46.4K +335 +7%
CCM
1831
Chickasaw Capital Management
Tennessee
$722K +$6.93K +50 +1%
RAM
1832
Redmond Asset Management
Virginia
$720K +$33.3K +240 +5%
VC
1833
Vicus Capital
Pennsylvania
$717K +$85.2K +615 +13%
SGI
1834
Summit Global Investments
Utah
$713K -$256K -1,845 -26%
LFA
1835
Legacy Financial Advisors
Kentucky
$712K +$712K +5,138 New
VCM
1836
Versant Capital Management
Arizona
$708K -$9.29K -67 -1%
VWA
1837
Visionary Wealth Advisors
Illinois
$707K +$31.7K +229 +5%
EW
1838
Evoke Wealth
California
$705K – – –
LAIC
1839
Lederer & Associates Investment Counsel
California
$705K +$9.7K +70 +1%
IIC
1840
Integrated Investment Consultants
Michigan
$705K +$18.6K +134 +3%
RIS
1841
Retirement Income Solutions
Michigan
$704K -$13.7K -99 -2%
PCM
1842
Perritt Capital Management
Illinois
$704K – – –
MMHP
1843
Murphy Middleton Hinkle & Parker
Georgia
$703K -$8.32K -60 -1%
ONST
1844
Old North State Trust
North Carolina
$701K -$78.3K -565 -10%
PAWC
1845
P.A.W. Capital
Connecticut
$693K – – –
BCWM
1846
Blue Chip Wealth Management
Florida
$692K +$32.4K +234 +5%
SBL
1847
Sargent Bickham Lagudis
Colorado
$691K +$13.6K +98 +2%
BOS
1848
Bank of Stockton
California
$689K -$13.8K -100 -2%
SDAM
1849
Shulman DeMeo Asset Management
New York
$689K +$47.4K +342 +7%
RCA
1850
Ranch Capital Advisors
Florida
$687K +$4.02K +29 +0.6%
72 73
74
75 76