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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 %
PWM
2401
Provident Wealth Management
Tennessee
$187K +$187K +1,352 New
SL
2402
Savior LLC
Massachusetts
$186K -$5.28K -38 -3%
GC
2403
Grace Capital
Massachusetts
$179K +$89.1K +644 +99%
SC
2404
Sawyer & Company
Massachusetts
$172K – – –
FP
2405
Financial Perspectives
Minnesota
$168K – – –
MF
2406
Manchester Financial
California
$167K -$8.75K -63 -5%
CFN
2407
Cordasco Financial Network
Florida
$166K +$4.98K +36 +3%
CFO
2408
CVA Family Office
Colorado
$164K +$38.9K +281 +31%
SAS
2409
Stelac Advisory Services
New York
$159K +$27.4K +198 +21%
HI
2410
Human Investing
Oregon
$157K -$48K -346 -23%
CPA
2411
Cowen Prime Advisors
New York
$157K +$125K +900 +391%
LAS
2412
Lloyd Advisory Services
Georgia
$152K -$48.5K -349 -24%
AIC
2413
Ayalon Insurance Company
Israel
$152K – – –
CDIA
2414
Capital Directions Investment Advisors
Georgia
$151K +$26.5K +191 +21%
KCM
2415
Kathmere Capital Management
Pennsylvania
$149K +$149K +1,072 New
BHWM
2416
Bay Harbor Wealth Management
Maryland
$145K -$116K -833 -44%
RA
2417
Rational Advisors
New York
$144K +$102K +729 +240%
CCMW
2418
Cypress Capital Management (Wyoming)
Wyoming
$141K – – –
ICM
2419
Islay Capital Management
Texas
$139K – – –
SCM
2420
Silvant Capital Management
Georgia
$135K – – –
HRC
2421
Hoertkorn Richard Charles
$129K – – –
LGWM
2422
Litman Gregory Wealth Management
California
$126K +$2.35K +17 +2%
RBC
2423
Roble Belko & Company
Pennsylvania
$125K – – –
HGWM
2424
Harvest Group Wealth Management
Massachusetts
$125K +$14K +101 +13%
IRC
2425
Investors Research Corp
Georgia
$119K -$12.2K -88 -9%
95 96
97
98 99