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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
$1.39B
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$165M
3
Bank of America
Bank of America
North Carolina
$3.43B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.57B
5
Vanguard Group
Vanguard Group
Pennsylvania
$18.3B

Top Sellers

1
KBC Group
KBC Group
Belgium
$319M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.36B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.33B
4
Citadel Advisors
Citadel Advisors
Florida
$14.5M
5
Franklin Resources
Franklin Resources
California
$1.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
2601
Lloyd Advisory Services
Georgia
$143K -$1.97M -13,039 -93%
HRC
2602
Hoertkorn Richard Charles
$140K – – –
RBC
2603
Roble Belko & Company
Pennsylvania
$135K – – –
EL
2604
EMFO LLC
Florida
$131K – – –
IRC
2605
Investors Research Corp
Georgia
$130K – – –
CPC
2606
Consolidated Planning Corp
Georgia
$129K +$129K +856 New
NOI
2607
Newton One Investments
Delaware
$127K +$150 +1 +0.1%
AFS
2608
Annapolis Financial Services
Maryland
$127K +$6.18K +41 +5%
CCA
2609
Catalyst Capital Advisors
New York
$125K -$2.41K -16 -2%
CCMW
2610
Cypress Capital Management (Wyoming)
Wyoming
$125K – – –
TFO
2611
Tarbox Family Office
California
$123K -$1.36K -9 -1%
CFA
2612
Cahill Financial Advisors
Minnesota
$121K +$121K +802 New
TCWM
2613
Total Clarity Wealth Management
Illinois
$121K +$121K +807 New
ACM
2614
Antonetti Capital Management
Florida
$120K +$120K +800 New
NR
2615
Newfound Research
Massachusetts
$115K +$25.4K +169 +28%
PCA
2616
Providence Capital Advisors
North Carolina
$111K – – –
CCA
2617
Column Capital Advisors
Indiana
$108K -$2.26K -15 -2%
WAS
2618
Winch Advisory Services
Wisconsin
$107K +$14.3K +95 +15%
CPFP
2619
Clear Perspectives Financial Planning
Ohio
$106K – – –
LF
2620
Lee Financial
Texas
$106K +$3.77K +25 +4%
CCM
2621
Cribstone Capital Management
Maine
$105K +$1.35K +9 +1%
ARIS
2622
Advanced Research Investment Solutions
California
$104K +$101K +671 +3,728%
HIM
2623
Hillsdale Investment Management
Ontario, Canada
$101K +$49.7K +330 +97%
FWM
2624
Filbrandt Wealth Management
Wisconsin
$100K +$2.72K +18 +3%
LCM
2625
Laurion Capital Management
New York
$100K +$100K +662 New
103 104
105
106 107