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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 %
FI
2176
Fosun International
China
$343K -$338K -2,465 -50%
SGK
2177
Steigerwald Gordon & Koch
Virginia
$342K -$2.22K -16 -0.6%
TCB
2178
Texas Capital Bancshares
Texas
$342K – – –
CIA
2179
Cascade Investment Advisors
Oregon
$338K -$20.8K -150 -6%
WQ
2180
Wealth Quarterback
New Jersey
$338K – – –
HFP
2181
Holistic Financial Partners
Indiana
$338K +$54K +390 +19%
WCG
2182
Weaver Consulting Group
California
$336K – – –
PW
2183
Peninsula Wealth
California
$335K – – –
AWM
2184
Atticus Wealth Management
Florida
$335K +$277 +2 +0.1%
CCT
2185
Capital City Trust
Florida
$335K +$2.36K +17 +0.7%
PL
2186
Parkwood LLC
Ohio
$334K -$50.7K -4,543 -13%
XS
2187
XR Securities
Illinois
$334K +$334K +2,410 New
SOAMC
2188
Spirit of America Management Corp
New York
$333K – – –
DWM
2189
Darwin Wealth Management
Florida
$331K -$24.2K -175 -7%
HR
2190
Hayden Royal
North Carolina
$331K +$70.6K +509 +27%
HA
2191
HYA Advisors
Missouri
$331K +$331K +2,386 New
CCC
2192
Chelsea Counsel Company
California
$330K – – –
IWS
2193
Insight Wealth Strategies
California
$329K +$35.8K +258 +12%
PWM
2194
Paulson Wealth Management
Illinois
$328K -$9.57K -69 -3%
AAP
2195
Arax Advisory Partners
Colorado
$328K +$1.94K +14 +0.6%
MA
2196
MONECO Advisors
Connecticut
$327K +$22.1K +160 +7%
QWM
2197
QP Wealth Management
New Jersey
$326K – – –
FCFC
2198
First Citizens Financial Corp
Iowa
$324K +$139 +1 +0%
LF
2199
LifeSteps Financial
California
$323K -$13.9K -100 -4%
GIA
2200
Gladstone Institutional Advisory
Florida
$320K +$33K +238 +11%
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