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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 %
9WM
1851
9258 Wealth Management
Ohio
$686K -$54K -405 -7%
IF
1852
Intrua Financial
Texas
$684K -$1.31M -9,019 -66%
MPM
1853
Meritage Portfolio Management
Kansas
$684K -$555 -4 -0.1%
BZWA
1854
Blue Zone Wealth Advisors
California
$684K – – –
HFRG
1855
Houlihan Financial Resource Group
Virginia
$684K +$684K +4,754 New
CPSC
1856
Carl P. Sherr & Co
Massachusetts
$680K – – –
BEI
1857
Benjamin Edwards Inc
Missouri
$680K +$269K +1,942 +66%
TFA
1858
Tobias Financial Advisors
Florida
$679K -$9.56K -69 -1%
SCM
1859
SOL Capital Management
Maryland
$679K -$4.85K -35 -0.7%
BPM
1860
Bowling Portfolio Management
Ohio
$676K -$6.79K -49 -1%
AIS
1861
American Investment Services
Massachusetts
$675K -$463K -3,340 -41%
AIA
1862
Arbor Investment Advisors
North Carolina
$672K +$555 +4 +0.1%
MWA
1863
Meridian Wealth Advisors
Texas
$670K -$2.36K -17 -0.4%
BDF
1864
Black Diamond Financial
Maryland
$663K – – –
RHBC
1865
R.H. Bluestein & Co
Michigan
$663K +$132K +950 +25%
KA
1866
Klingman & Associates
New York
$661K +$45.5K +328 +7%
T
1867
TOBAM
France
$657K +$657K +4,743 New
CRC
1868
Curi RMB Capital
Illinois
$656K -$87K -628 -12%
AR
1869
Advisory Research
Illinois
$656K -$67K -483 -9%
CISOA
1870
Capital Investment Services of America
Wisconsin
$652K -$41.6K -300 -6%
RPA
1871
Rock Point Advisors
Vermont
$651K – – –
SC
1872
Scholtz & Company
Connecticut
$651K +$80.3K +580 +14%
SCA
1873
Sippican Capital Advisors
Massachusetts
$650K +$56.1K +405 +9%
SEM
1874
Suncoast Equity Management
Florida
$648K +$132K +952 +26%
CNC
1875
Citizens & Northern Corp
Pennsylvania
$644K -$5.96K -43 -0.9%
73 74
75
76 77