PEP icon

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 %
KFS
2326
Kelly Financial Services
Massachusetts
$233K -$2.91K -21 -1%
GSIS
2327
Global Strategic Investment Solutions
Arizona
$233K +$2.64K +19 +1%
5L
2328
55I LLC
Massachusetts
$233K +$233K +1,681 New
LFG
2329
LifePlan Financial Group
Ohio
$232K -$13.9K -100 -6%
DI
2330
Diligent Investors
California
$231K -$12.6K -91 -5%
TVAMP
2331
Tennessee Valley Asset Management Partners
Tennessee
$231K +$277 +2 +0.1%
BA
2332
Ballew Advisors
Mississippi
$231K +$231K +1,676 New
CWM
2333
Centric Wealth Management
Illinois
$230K +$10.3K +77 +5%
PWM
2334
PRW Wealth Management
Massachusetts
$229K -$47.6K -343 -17%
LWA
2335
Lenox Wealth Advisors
New York
$229K +$1.39K +10 +0.6%
SEIA
2336
Signature Estate & Investment Advisors
California
$229K +$11.7K +84 +5%
BIA
2337
Barry Investment Advisors
Massachusetts
$229K +$229K +1,652 New
CP
2338
Camelot Portfolios
Ohio
$228K +$415 +3 +0.2%
CC
2339
Callan Capital
California
$227K – – –
LFS
2340
Legacy Financial Strategies
Kansas
$227K – – –
BFA
2341
Benedict Financial Advisors
Georgia
$227K +$227K +1,636 New
BCAM
2342
Boston Common Asset Management
Massachusetts
$226K -$3.49M -25,146 -94%
APW
2343
Aurora Private Wealth
New Jersey
$226K -$1.25K -9 -0.5%
FCM
2344
Firestone Capital Management
Florida
$226K – – –
FWCM
2345
First Western Capital Management
California
$225K – – –
LHC
2346
Little House Capital
Massachusetts
$225K +$8.03K +58 +4%
MTCM
2347
Mint Tower Capital Management
Netherlands
$225K +$195K +1,406 +648%
SL
2348
Salomon & Ludwin
Virginia
$224K – – –
BFG
2349
Bouchey Financial Group
New York
$224K +$139 +1 +0.1%
TC
2350
Tatro Capital
Kentucky
$224K +$5.41K +39 +2%
92 93
94
95 96