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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 %
WCM
2301
Windsor Capital Management
Arizona
$249K -$27.3K -197 -10%
LIM
2302
Lathrop Investment Management
Arkansas
$249K – – –
ACM
2303
Armbruster Capital Management
New York
$249K +$2.64K +19 +1%
CWM
2304
CCG Wealth Management
California
$248K -$34.6K -250 -12%
HCM
2305
Hollencrest Capital Management
California
$248K +$5.97K +43 +2%
JAFL
2306
Jay A. Fishman Ltd
Michigan
$247K – – –
SAM
2307
Security Asset Management
New York
$247K -$178K -1,286 -42%
WA
2308
Waverly Advisors
Alabama
$247K -$17.2K -129 -7%
IFO
2309
Independent Family Office
New York
$246K -$208K -1,500 -46%
I2I
2310
Insight 2811 Inc
Illinois
$246K +$19K +137 +8%
OWM
2311
Orgel Wealth Management
Wisconsin
$245K +$25.6K +185 +12%
OFW
2312
Omnia Family Wealth
Florida
$244K – – –
KM
2313
Kalos Management
Georgia
$243K -$30K -215 -11%
BWM
2314
BigSur Wealth Management
Florida
$243K +$243K +1,750 New
CIA
2315
Compass Ion Advisors
Pennsylvania
$243K +$243K +1,751 New
MCM
2316
Magnolia Capital Management
New York
$242K – – –
TA
2317
Trellis Advisors
Washington
$241K -$21.8K -157 -8%
IAS
2318
IMA Advisory Services
Colorado
$241K – – –
CF
2319
Corrigan Financial
Rhode Island
$240K – – –
CA
2320
Cortland Associates
Missouri
$238K – – –
GAM
2321
Gemmer Asset Management
California
$238K – – –
CWM
2322
Campbell Wealth Management
Virginia
$238K – – –
AWM
2323
Aprio Wealth Management
Georgia
$238K – – –
SWM
2324
Sugarloaf Wealth Management
Georgia
$234K +$277 +2 +0.1%
HWA
2325
HHM Wealth Advisors
Tennessee
$234K +$7.61K +55 +3%
91 92
93
94 95