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 %
RFN
2126
RDA Financial Network
Iowa
$379K +$14.3K +103 +4%
Twin Tree Management
2127
Twin Tree Management
Texas
$379K +$379K +2,735 New
PAG
2128
Pinnacle Advisory Group
Maryland
$378K +$416 +3 +0.1%
SB
2129
Sunflower Bank
Texas
$376K -$125K -899 -25%
VRM
2130
Vectors Research Management
New York
$374K -$76.2K -550 -17%
HC
2131
HNP Capital
New York
$373K -$76K -550 -17%
SPP
2132
Single Point Partners
Massachusetts
$373K -$12.5K -90 -3%
SFP
2133
Shepherd Financial Partners
Massachusetts
$373K +$1.25K +9 +0.3%
LDFR
2134
Lehman & Derafelo Financial Resources
Pennsylvania
$372K – – –
EA
2135
Elm Advisors
California
$371K -$9.69K -70 -3%
TWP
2136
Tempus Wealth Planning
California
$371K -$8.74K -63 -2%
Financial Engines Advisors
2137
Financial Engines Advisors
California
$370K +$149K +1,075 +67%
FNBOSM
2138
First National Bank of South Miami
Florida
$367K -$86.1K -622 -19%
PD
2139
Planning Directions
Pennsylvania
$366K -$5.26K -38 -1%
SFS
2140
Summit Financial Strategies
Ohio
$365K – – –
PWAC
2141
Private Wealth Advisors (California)
California
$365K +$2.63K +19 +0.7%
PFO
2142
Pathstone Family Office
New Jersey
$365K +$19.8K +143 +6%
OWM
2143
Opes Wealth Management
California
$365K +$151K +1,091 +71%
FA
2144
Fagan Associates
New York
$364K +$139 +1 +0%
PC
2145
Port Capital
Illinois
$363K +$1.66K +12 +0.5%
AFA
2146
Atlanta Financial Associates
Georgia
$363K +$8.87K +64 +3%
CSWG
2147
Cardinal Strategic Wealth Guidance
Kentucky
$362K +$138 +1 +0%
SIC
2148
Samalin Investment Counsel
New York
$362K +$6.38K +46 +2%
WIC
2149
Whitegate Investment Counselors
New Hampshire
$361K +$34.7K +250 +11%
SDWMA
2150
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K +$64.2K +463 +22%
84 85
86
87 88