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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 %
HCM
1951
Hutchinson Capital Management
California
$544K – – –
GA
1952
Geller Advisors
New York
$543K -$20.4K -147 -4%
WBG
1953
Wharton Business Group
Pennsylvania
$543K – – –
SMFG
1954
Sumitomo Mitsui Financial Group
Japan
$543K +$249K +1,794 +85%
MCA
1955
Morris Capital Advisors
Pennsylvania
$540K -$15.8K -114 -3%
GC
1956
Gilbert & Cook
Iowa
$540K +$72.6K +524 +16%
SWMG
1957
Strategic Wealth Management Group
Maryland
$539K -$33.8K -244 -6%
CT
1958
Clearstead Trust
Maine
$536K -$33.1K -239 -6%
CAM
1959
Covenant Asset Management
New Jersey
$535K -$5.68K -41 -1%
SFA
1960
Semmax Financial Advisors
North Carolina
$529K +$35.6K +257 +7%
PFG
1961
PAX Financial Group
Texas
$529K +$70.8K +511 +15%
FQ
1962
First Quadrant
California
$528K -$148K -1,069 -22%
PIMG
1963
Patriot Investment Management Group
Tennessee
$526K +$138 +1 +0%
VAM
1964
Verity Asset Management
North Carolina
$524K -$103K -743 -16%
RHJA
1965
Rice Hall James & Associates
California
$524K -$4.99K -36 -0.9%
KS
1966
Karpas Strategies
Connecticut
$524K – – –
AWA
1967
Arkadios Wealth Advisors
Georgia
$523K -$72K -508 -12%
LIA
1968
LBMC Investment Advisors
Tennessee
$523K +$1.53K +11 +0.3%
TCWA
1969
Ten Capital Wealth Advisors
Washington
$523K +$523K +3,774 New
BFG
1970
Barber Financial Group
Kansas
$522K +$25.4K +183 +5%
PP
1971
PDS Planning
Ohio
$519K -$20.6K -149 -4%
FHC
1972
First Heartland Consultants
Missouri
$519K -$12.9K -93 -2%
GA
1973
Greytown Advisors
Florida
$519K +$155K +1,116 +42%
PCMC
1974
Paragon Capital Management (Colorado)
Colorado
$518K -$92.2K -665 -15%
SFG
1975
SNS Financial Group
Minnesota
$518K -$1.25K -9 -0.2%
77 78
79
80 81