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 %
FCA
2376
FLC Capital Advisors
California
$208K +$208K +1,486 New
SRC
2377
Sage Rhino Capital
California
$208K +$208K +1,499 New
SC
2378
Sepio Capital
Utah
$208K +$208K +1,500 New
MWC
2379
MBM Wealth Consultants
Missouri
$207K – – –
JLBC
2380
J.L. Bainbridge & Co
Florida
$207K +$207K +1,497 New
MC
2381
Montag & Caldwell
Georgia
$207K +$207K +1,500 New
PWAG
2382
Polaris Wealth Advisory Group
California
$204K -$32.3K -234 -14%
CWA
2383
Core Wealth Advisors
Florida
$204K +$6.67K +48 +3%
CWM
2384
Cabot Wealth Management
Massachusetts
$204K +$204K +1,474 New
3F
2385
360 Financial
Minnesota
$204K +$204K +1,474 New
FNBOMD
2386
First National Bank of Mount Dora
Florida
$204K +$204K +1,475 New
ACM
2387
Ategra Capital Management
Virginia
$203K +$203K +1,465 New
BMCM
2388
Bryn Mawr Capital Management
Pennsylvania
$203K +$203K +1,466 New
MWM
2389
Merriman Wealth Management
Washington
$202K +$202K +1,460 New
GG
2390
GenWealth Group
New Jersey
$202K +$202K +1,475 New
BA
2391
Birinyi Associates
Connecticut
$201K +$201K +1,450 New
CCA
2392
Conestoga Capital Advisors
Pennsylvania
$201K +$201K +1,450 New
KWA
2393
KCS Wealth Advisory
California
$200K -$29.6K -214 -13%
HH
2394
HWG Holdings
Texas
$200K +$29.4K +212 +17%
TF
2395
Trek Financial
Arizona
$200K +$200K +1,446 New
FWM
2396
Focused Wealth Management
New York
$199K +$1.25K +9 +0.6%
SC
2397
Solstein Capital
California
$195K -$226K -1,634 -54%
BCM
2398
Blume Capital Management
California
$194K – – –
JWM
2399
Janiczek Wealth Management
Colorado
$191K +$84.5K +609 +79%
PFWA
2400
Paces Ferry Wealth Advisors
Georgia
$189K +$189K +1,367 New
94 95
96
97 98