PEP icon

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 %
AIP
2026
Almanack Investment Partners
Pennsylvania
$471K +$226K +1,595 +92%
T
2027
TRUADVICE
Florida
$470K +$470K +3,434 New
SAMC
2028
Spectrum Asset Management (California)
California
$469K -$88.2K -636 -16%
DC
2029
DeDora Capital
California
$469K +$101K +731 +28%
BWA
2030
BDO Wealth Advisors
Florida
$468K -$23.8K -172 -5%
NIM
2031
Nexus Investment Management
Ontario, Canada
$468K – – –
RWB
2032
RMR Wealth Builders
New Jersey
$468K +$344K +2,486 +279%
SFSG
2033
Sound Financial Strategies Group
Mississippi
$467K -$7.48K -54 -2%
HFM
2034
Harvest Fund Management
China
$465K -$403K -2,926 -46%
APWM
2035
Atlas Private Wealth Management
New York
$463K -$63.3K -456 -12%
PA
2036
Perennial Advisors
New York
$462K -$5.54K -40 -1%
HCP
2037
Hexagon Capital Partners
Arkansas
$462K +$462K +3,424 New
PCIA
2038
Prime Capital Investment Advisors
Kansas
$461K -$207K -4,388 -31%
NED
2039
Nancy E. Dempze
$461K -$3.47K -25 -0.7%
HPC
2040
Hobart Private Capital
North Carolina
$459K -$785K -5,666 -63%
CBFP
2041
Cedar Brook Financial Partners
Ohio
$458K +$24.8K +179 +6%
SLT
2042
St Louis Trust
Missouri
$457K – – –
AIM
2043
Allen Investment Management
New York
$456K -$377K -2,723 -45%
FPCP
2044
Fort Point Capital Partners
California
$456K +$13.9K +100 +3%
CIG
2045
Cairn Investment Group
Washington
$454K – – –
AO
2046
Advisor OS
Illinois
$452K -$872K -6,276 -66%
IIM
2047
Ironwood Investment Management
Massachusetts
$452K – – –
LC
2048
Landaas & Company
Wisconsin
$451K -$48.8K -352 -10%
DBRC
2049
D.B. Root & Company
Pennsylvania
$449K -$32K -231 -7%
TCM
2050
Tanaka Capital Management
New York
$449K -$6.23K -45 -1%
80 81
82
83 84