PEP icon

PepsiCo
PEP

Overview Fund Activity

2,724 hedge funds and large institutions have $149B invested in PepsiCo in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 1,197 increasing their positions, 1,057 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-17
Holders Change %
-0.62%
% of All Funds
47.84%
Holding in Top 10
110
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.76%
% of All Funds
1.93%
New
111
Increased
1,197
Reduced
1,057
Closed
91
Calls
$1.41B
Puts
$1.81B
Net Calls
-$406M
Net Calls Change
-$157M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$276M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$161M
3
Bank of America
Bank of America
North Carolina
+$161M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$157M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$150M

Top Sellers

1
KBC Group
KBC Group
Belgium
-$307M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$228M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$135M
4
Citadel Advisors
Citadel Advisors
Florida
-$125M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
2476
Coho Partners
Pennsylvania
$255K -$301 -2 -0.1%
YMRC
2477
Yorktown Management & Research Company
Virginia
$255K – – –
CIC
2478
Cornercap Investment Counsel
Georgia
$255K – – –
KFS
2479
Kelly Financial Services
Massachusetts
$254K -$37.3M -248,235 -99%
IFO
2480
Independent Family Office
New York
$254K -$12.3K -82 -5%
MWM
2481
Merriman Wealth Management
Washington
$254K +$15.1K +100 +6%
PP
2482
Prudential plc
United Kingdom
$253K -$23.1M -153,359 -99%
HWA
2483
HHM Wealth Advisors
Tennessee
$253K -$12.8K -85 -5%
CAM
2484
Campion Asset Management
Virginia
$253K – – –
RDFA
2485
Ritter Daniher Financial Advisory
Ohio
$252K -$15.1K -100 -6%
LIG
2486
Lokken Investment Group
Delaware
$252K -$9.46K -63 -4%
TF
2487
TimeScale Financial
Massachusetts
$251K +$1.81K +12 +0.7%
RIM
2488
Redwood Investment Management
Arizona
$251K +$251K +1,666 New
HIS
2489
Horizon Investment Services
Indiana
$250K -$33.9K -225 -12%
FC
2490
Financial Consulate
Maryland
$249K -$12.2K -81 -5%
CP
2491
Camelot Portfolios
Ohio
$249K +$601 +4 +0.2%
ARC
2492
Advisor Resource Council
Texas
$248K -$1.07M -7,088 -81%
OLA
2493
Oliver Luxxe Assets
New Jersey
$247K +$11.9K +79 +5%
SRC
2494
Sage Rhino Capital
California
$245K +$9.33K +62 +4%
LCOV
2495
London Company of Virginia
Virginia
$244K – – –
BWFA
2496
Baltimore-Washington Financial Advisors
Maryland
$243K -$17.3K -115 -7%
FCM
2497
Firestone Capital Management
Florida
$242K – – –
WGAM
2498
Wilkinson Global Asset Management
New York
$241K -$752 -5 -0.3%
AFA
2499
American Financial Advisors
Georgia
$241K +$1.2K +8 +0.5%
WP
2500
WealthShield Partners
North Carolina
$240K -$88.6K -589 -27%
98 99
100
101 102