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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 %
OAM
2226
Occidental Asset Management
California
$296K – – –
TF
2227
TimeScale Financial
Massachusetts
$295K -$23.9K -170 -8%
RCA
2228
Rowland Carmichael Advisors
Arizona
$295K – – –
CCA
2229
Column Capital Advisors
Indiana
$294K -$57.2K -412 -16%
DIM
2230
Delta Investment Management
California
$294K – – –
LP
2231
LGL Partners
Pennsylvania
$293K – – –
LCOV
2232
London Company of Virginia
Virginia
$293K +$3.19K +23 +1%
CAIMH
2233
Central Asset Investments & Management Holdings
Hong Kong
$293K +$293K +2,120 New
TIA
2234
Tiemann Investment Advisors
California
$291K – – –
MW
2235
Marcum Wealth
Ohio
$290K -$45.7K -330 -14%
FGA
2236
Fortis Group Advisors
New Jersey
$290K +$290K +2,102 New
TCM
2237
Traynor Capital Management
Pennsylvania
$287K -$15.9K -114 -5%
MM
2238
Meridian Management
Arkansas
$287K – – –
MFP
2239
Meridian Financial Partners
Virginia
$285K +$15.2K +110 +6%
GSWM
2240
Golden State Wealth Management
California
$284K -$90K -649 -24%
WCWM
2241
Willow Creek Wealth Management
California
$284K -$3.88K -28 -1%
CIC
2242
Cornercap Investment Counsel
Georgia
$284K – – –
SIAS
2243
Shine Investment Advisory Services
Colorado
$284K – – –
CFSG
2244
Community Financial Services Group
Vermont
$283K -$10.7K -77 -4%
W
2245
WealthOne
New York
$283K +$2.91K +21 +1%
NAM
2246
NorthCoast Asset Management
Connecticut
$282K +$38.5K +278 +16%
JPMIA
2247
J.P. Marvel Investment Advisors
Massachusetts
$281K – – –
LA
2248
Legacy Advisors
Pennsylvania
$281K +$17.9K +129 +7%
WOSD
2249
WFA of San Diego
California
$280K -$2.04M -14,699 -88%
PA
2250
PFG Advisors
Arizona
$279K -$15.9K -116 -5%
88 89
90
91 92