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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 %
MIM
1876
Miller Investment Management
Pennsylvania
$642K – – –
HDIM
1877
Hanson & Doremus Investment Management
Vermont
$638K -$10.8K -78 -2%
PC
1878
Pecaut & Co
Iowa
$638K – – –
CWM
1879
Circle Wealth Management
New Jersey
$638K +$78.1K +563 +14%
PG
1880
Pendal Group
Australia
$637K +$1.39K +10 +0.2%
HCA
1881
Horan Capital Advisors
Ohio
$636K +$319K +2,300 +100%
KMWM
1882
Keudell/Morrison Wealth Management
Oregon
$635K -$17.9K -129 -3%
WA
1883
WealthTrust Axiom
Pennsylvania
$634K +$554 +4 +0.1%
BBNA
1884
Bremer Bank National Association
Minnesota
$628K +$5.96K +43 +1%
OFS
1885
OneAscent Financial Services
Alabama
$626K -$23K -166 -4%
SP
1886
Successful Portfolios
Florida
$626K +$45.6K +329 +8%
MA
1887
MCF Advisors
Kentucky
$625K -$146K -1,052 -19%
OCM
1888
One Capital Management
California
$624K -$165K -1,190 -21%
PW
1889
Price Wealth
Texas
$624K -$40.5K -292 -6%
OCM
1890
Orleans Capital Management
Louisiana
$623K +$623K +4,495 New
CHP
1891
Cable Hill Partners
Oregon
$621K -$416 -3 -0.1%
IAIM
1892
International Assets Investment Management
Florida
$621K +$53.1K +383 +9%
QI
1893
Qtron Investments
Massachusetts
$620K -$39.1K -282 -6%
ARMT
1894
Amica Retiree Medical Trust
Rhode Island
$617K -$320K -2,310 -34%
PSC
1895
Prentiss Smith & Co
Vermont
$613K -$29.9K -216 -5%
GA
1896
GFS Advisors
Texas
$612K +$8.59K +62 +1%
SW
1897
SteelPeak Wealth
California
$611K -$2.74M -19,813 -82%
RIM
1898
Rockbridge Investment Management
New York
$611K +$41.4K +299 +7%
RPG
1899
Resource Planning Group
Georgia
$611K +$50.2K +362 +9%
DLCIG
1900
D.L. Carlson Investment Group
New Hampshire
$610K -$16.8K -121 -3%
74 75
76
77 78