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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 %
EAM
2251
Evanson Asset Management
California
$278K – – –
CFG
2252
Capstone Financial Group
Oklahoma
$278K +$278K +2,052 New
KBG
2253
Kahn Brothers Group
New York
$277K – – –
POIA
2254
Pin Oak Investment Advisors
Texas
$277K – – –
DPI
2255
Diversified Portfolios Inc
Michigan
$276K -$1.25K -9 -0.5%
AA
2256
ALPS Advisors
Colorado
$276K +$56K +404 +25%
TAM
2257
Trillium Asset Management
Massachusetts
$274K -$200K -1,444 -42%
PGA
2258
Portland Global Advisors
Maine
$274K -$13.3K -96 -5%
AIP
2259
Ahrens Investment Partners
Louisiana
$274K -$5.55K -40 -2%
FFG
2260
Ford Financial Group
California
$272K +$276 +2 +0.1%
ABTD
2261
Arvest Bank Trust Division
Oklahoma
$271K -$55.1K -398 -17%
LFG
2262
Larson Financial Group
Missouri
$271K -$277 -2 -0.1%
TCM
2263
Tradewinds Capital Management
Washington
$271K +$277 +2 +0.1%
UCI
2264
Uncommon Cents Investing
Wisconsin
$271K +$271K +1,952 New
RAM
2265
Riggs Asset Management
Pennsylvania
$270K +$121K +928 +81%
CP
2266
Coho Partners
Pennsylvania
$269K -$10.8K -78 -4%
PDM
2267
Penn Davis McFarland
Texas
$269K – – –
KFA
2268
Kays Financial Advisory
Georgia
$269K +$553 +4 +0.2%
AA
2269
Advisory Alpha
Michigan
$269K +$14.3K +104 +6%
TCPWM
2270
Traverso Chambers Private Wealth Management
California
$267K -$16.1K -116 -6%
MIG
2271
McGuire Investment Group
Rhode Island
$267K – – –
FPIS
2272
Financial Planning & Information Services
Wisconsin
$267K +$267K +1,925 New
VAG
2273
VisionPoint Advisory Group
Texas
$266K -$45.7K -330 -15%
FSA
2274
Fort Sheridan Advisors
Illinois
$264K – – –
GPWA
2275
Great Point Wealth Advisors
Massachusetts
$264K – – –
89 90
91
92 93