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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 %
WA
2151
Wealth Architects
California
$360K -$15.8K -114 -4%
GC
2152
Garde Capital
Washington
$360K -$6.65K -48 -2%
BB
2153
Bell Bank
North Dakota
$360K – – –
GLA
2154
Good Life Advisors
Pennsylvania
$358K -$56.1K -404 -14%
BWA
2155
Beam Wealth Advisors
Louisiana
$357K +$79.1K +571 +28%
RP
2156
Rowlandmiller & Partners
Georgia
$357K – – –
DI
2157
Disciplined Investments
Oklahoma
$356K -$139K -1,000 -28%
IFG
2158
Investors Financial Group
Minnesota
$354K +$1.8K +13 +0.5%
JHP
2159
James Hambro & Partners
United Kingdom
$353K – – –
RIM
2160
Redwood Investment Management
Arizona
$352K -$68.6K -495 -16%
LK
2161
Lumbard & Kellner
New Hampshire
$352K – – –
KLI
2162
Kelman-Lazarov Inc
Tennessee
$352K – – –
ACA
2163
Ackerman Capital Advisors
Texas
$352K +$47.1K +340 +15%
QCM
2164
Quest Capital Management
Texas
$350K -$21K -152 -6%
AFAS
2165
Acorn Financial Advisory Services
Virginia
$349K – – –
AWS
2166
Arkfeld Wealth Strategies
Nebraska
$349K +$138 +1 +0%
TFGT
2167
TS Financial Group (TSFG)
Illinois
$349K +$139 +1 +0%
BWA
2168
Burt Wealth Advisors
Maryland
$347K -$4.16K -30 -1%
YMRC
2169
Yorktown Management & Research Company
Virginia
$347K – – –
WLIM
2170
White Lighthouse Investment Management
Massachusetts
$346K -$20.8K -150 -6%
GWM
2171
Greenwich Wealth Management
Connecticut
$346K +$1.11K +8 +0.3%
BAMG
2172
Brand Asset Management Group
Missouri
$345K +$6.94K +50 +2%
CS
2173
Capital Square
Tennessee
$344K +$277 +2 +0.1%
SA
2174
Sunesis Advisors
Kansas
$344K +$8.31K +60 +2%
PO
2175
Private Ocean
California
$344K +$9.16K +66 +3%
85 86
87
88 89