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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 %
LSC
1976
Lesa Sroufe & Co
Washington
$517K – – –
HSWM
1977
Hubbell Strickland Wealth Management
Louisiana
$515K +$6.79K +49 +1%
IFWM
1978
Institute for Wealth Management
Colorado
$515K +$12.7K +92 +3%
CCIA
1979
Campbell & Co Investment Adviser
Maryland
$515K +$515K +3,714 New
GEA
1980
Glen Eagle Advisors
New Jersey
$515K +$27K +195 +6%
SIS
1981
Sound Income Strategies
Florida
$514K +$18K +130 +4%
MSR
1982
Main Street Research
Connecticut
$513K -$23.3K -168 -4%
APWA
1983
Atlas Private Wealth Advisors
New Jersey
$512K -$90.4K -652 -15%
AAM
1984
Aureus Asset Management
Massachusetts
$511K +$126K +907 +33%
CW
1985
CreativeOne Wealth
Kansas
$510K -$9.72K -70 -2%
EC
1986
Estate Counselors
Wisconsin
$510K +$2.77K +20 +0.5%
AIFAIM
1987
American Institute for Advanced Investment Management
Arizona
$505K – – –
CA
1988
Capital Advantage
California
$503K -$6.31K -46 -1%
OFS
1989
Oldfather Financial Services
Nebraska
$502K +$1.43K +10 +0.3%
NQWM
1990
Northwest Quadrant Wealth Management
Oregon
$501K +$2.33K +17 +0.5%
SMH
1991
Sanders Morris Harris
Texas
$500K +$500K +3,500 New
TC
1992
Trilogy Capital
California
$500K +$500K +3,607 New
HWMG
1993
Hurlow Wealth Management Group
Indiana
$499K – – –
HCM
1994
Howard Capital Management
Georgia
$499K +$41.1K +296 +9%
UBV
1995
United Bank (Virginia)
Virginia
$497K +$133K +960 +37%
ZAM
1996
Zevin Asset Management
Massachusetts
$495K +$13.9K +100 +3%
CAM
1997
Cubic Asset Management
Massachusetts
$494K – – –
JF
1998
Jump Financial
Illinois
$493K +$493K +3,555 New
BONST
1999
Bank of Nova Scotia Trust
Ontario, Canada
$492K -$16.9K -122 -3%
GAAM
2000
Guinness Atkinson Asset Management
California
$492K +$34.6K +250 +8%
78 79
80
81 82