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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 %
BWCS
2101
Beirne Wealth Consulting Services
Connecticut
$400K +$400K +2,883 New
PWS
2102
Private Wealth Strategies
Ohio
$399K – – –
ACP
2103
Aveo Capital Partners
Colorado
$398K +$124K +897 +46%
HHGA
2104
Halbert Hargrove Global Advisors
California
$397K +$25.1K +181 +7%
RICHC
2105
Renaissance Investment Consultants Holding Company
Pennsylvania
$397K +$56.5K +409 +17%
SSA
2106
South Street Advisors
New York
$396K +$31.8K +230 +9%
KP
2107
Keel Point
Alabama
$395K -$20.5K -148 -5%
SIA
2108
Soltis Investment Advisors
Utah
$394K +$277 +2 +0.1%
FIA
2109
Foundations Investment Advisors
Arizona
$392K +$154K +1,119 +65%
TWI
2110
Thomas White International
Illinois
$391K – – –
AFIA
2111
America First Investment Advisors
Nebraska
$391K – – –
AW
2112
Alpha Windward
Massachusetts
$391K +$66.9K +483 +21%
LD
2113
Lipe & Dalton
New York
$390K – – –
ACI
2114
Alpha Cubed Investments
California
$389K -$73.1K -528 -16%
RWA
2115
Redhawk Wealth Advisors
Minnesota
$389K +$124K +891 +47%
PTC
2116
Provident Trust Company
Wisconsin
$388K – – –
JFA
2117
Johanson Financial Advisors
California
$388K +$5.79K +42 +2%
AA
2118
AlphaMark Advisors
Kentucky
$387K -$34.6K -250 -8%
LPIC
2119
LeJeune Puetz Investment Counsel
Michigan
$387K – – –
KF
2120
Krilogy Financial
Missouri
$385K +$44.4K +320 +13%
GTCM
2121
Gyon Technologies Capital Management
New Jersey
$385K +$385K +2,781 New
MOS
2122
MGO One Seven
Ohio
$384K -$4.85K -35 -1%
HCA
2123
Heck Capital Advisors
Wisconsin
$384K +$29.8K +215 +8%
SC
2124
Steph & Co
Wisconsin
$382K -$66.5K -479 -15%
EWF
2125
Epstein & White Financial
California
$381K -$67K -490 -15%
83 84
85
86 87