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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 %
CFO
2501
Collective Family Office
Pennsylvania
$240K -$16.7K -111 -6%
RC
2502
Rovin Capital
Arizona
$240K +$18.8K +125 +8%
WCM
2503
Wallace Capital Management
Texas
$239K -$1.5K -10 -0.6%
IAS
2504
IMA Advisory Services
Colorado
$239K – – –
BWCS
2505
Beirne Wealth Consulting Services
Connecticut
$239K – – –
GP
2506
Greenline Partners
New York
$239K – – –
SAIG
2507
Semper Augustus Investments Group
Colorado
$238K – – –
AFAS
2508
Acorn Financial Advisory Services
Virginia
$237K -$82.7K -550 -26%
GSAM
2509
Grant Street Asset Management
Pennsylvania
$237K -$54.6K -363 -19%
PCA
2510
Peddock Capital Advisors
Massachusetts
$237K – – –
HR
2511
Hayden Royal
North Carolina
$236K -$155K -1,034 -40%
FH
2512
FWG Holdings
Florida
$236K +$1.66K +11 +0.7%
NFSG
2513
Newbridge Financial Services Group
Florida
$234K -$1.95K -13 -0.8%
CIA
2514
Cohen Investment Advisors
New Hampshire
$234K – – –
SIM
2515
Seaview Investment Managers
Florida
$234K +$234K +1,555 New
PWAG
2516
Polaris Wealth Advisory Group
California
$232K – – –
CCA
2517
Clearwater Capital Advisors
Illinois
$232K +$232K +1,541 New
HWM
2518
HighMark Wealth Management
Minnesota
$231K +$1.51K +10 +0.7%
FAM
2519
Flaharty Asset Management
Florida
$231K +$2.1K +14 +0.9%
WCM
2520
Windsor Capital Management
Arizona
$231K +$27K +180 +13%
MCA
2521
Magnolia Capital Advisors
Mississippi
$231K +$231K +1,538 New
TA
2522
Trellis Advisors
Washington
$230K – – –
SWM
2523
Selective Wealth Management
Virginia
$229K -$1.55M -10,319 -87%
CWM
2524
Chronos Wealth Management
Florida
$229K – – –
IWP
2525
IAG Wealth Partners
Wisconsin
$229K – – –
99 100
101
102 103