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 %
SC
2351
Slow Capital
California
$223K -$8.16K -59 -4%
IA
2352
Independence Advisors
Pennsylvania
$223K – – –
PCM
2353
Pennsylvania Capital Management
Pennsylvania
$222K -$377K -2,731 -63%
VNB
2354
Virginia National Bank
Virginia
$222K – – –
CAN
2355
Claraphi Advisory Network
United States
$222K +$5.81K +42 +3%
XSC
2356
X-Square Capital
Puerto Rico
$222K +$222K +1,600 New
LWA
2357
Lineweaver Wealth Advisors
Ohio
$222K +$222K +1,607 New
GP
2358
Greenline Partners
New York
$220K – – –
SAIG
2359
Semper Augustus Investments Group
Colorado
$219K – – –
RGIA
2360
Rainier Group Investment Advisory
Washington
$217K +$217K +1,564 New
EIC
2361
Equity Investment Corp
Georgia
$216K -$92.6K -669 -30%
AFA
2362
American Financial Advisors
Georgia
$216K +$553 +4 +0.3%
CGA
2363
Crescent Grove Advisors
Illinois
$216K +$1.25K +9 +0.6%
NFSG
2364
Newbridge Financial Services Group
Florida
$215K +$215K +1,552 New
KWM
2365
Keebeck Wealth Management
Illinois
$213K +$74.8K +540 +54%
CCM
2366
Colorado Capital Management
Colorado
$212K -$38.9K -282 -16%
Loomis, Sayles & Company
2367
Loomis, Sayles & Company
Massachusetts
$211K -$528K -3,810 -71%
FC
2368
Financial Consulate
Maryland
$211K -$17.6K -127 -8%
IWP
2369
IAG Wealth Partners
Wisconsin
$211K -$3.89K -28 -2%
WCM
2370
Wallace Capital Management
Texas
$211K +$211K +1,524 New
WR
2371
Watson Rebecca
$209K +$8.33K +60 +4%
BWM
2372
BCS Wealth Management
Tennessee
$209K +$209K +1,505 New
HFG
2373
Heron Financial Group
New York
$209K +$209K +1,518 New
RIG
2374
Roosevelt Investment Group
New York
$208K -$25.3K -183 -11%
JF
2375
JSF Financial
California
$208K -$16.2K -117 -7%
93 94
95
96 97