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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
1
UBS AM
Illinois
$1.39B
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$165M
3
Bank of America
3
Bank of America
North Carolina
$3.43B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.57B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3B

Top Sellers

1
KBC Group
1
KBC Group
Belgium
$319M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$1.36B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.33B
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.5M
5
Franklin Resources
5
Franklin Resources
California
$1.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMC
501
Founders Capital Management (Connecticut)
Connecticut
$14.2M -$104K -694 -0.7%
DJSG
502
D.J. St. Germain
Massachusetts
$14M -$680K -4,523 -5%
DCM
503
Dupont Capital Management
Delaware
$14M +$3.05M +20,269 +28%
NPPM
504
North Point Portfolio Managers
Ohio
$14M -$234K -1,558 -2%
HFS
505
Haverford Financial Services
Pennsylvania
$13.9M -$18K -120 -0.1%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$13.9M -$7.08M -47,049 -34%
CTA
507
Colonial Trust Advisors
South Carolina
$13.9M -$65.1K -433 -0.5%
HR
508
Howe & Rusling
New York
$13.9M +$7.67K +51 +0.1%
PFP
509
Pinnacle Financial Partners
Tennessee
$13.9M +$332K +2,208 +2%
MA
510
Montag & Associates
Georgia
$13.8M -$275K -1,826 -2%
IAA
511
Independent Advisor Alliance
North Carolina
$13.8M +$316K +2,099 +2%
VRS
512
Virginia Retirement Systems
Virginia
$13.7M -$45.1K -300 -0.3%
JMFC
513
J.M. Forbes & Co
Massachusetts
$13.7M +$23.6K +157 +0.2%
CA
514
CapWealth Advisors
Tennessee
$13.6M +$256K +1,705 +2%
SPIA
515
Steward Partners Investment Advisory
New York
$13.6M +$325K +2,163 +2%
NMERB
516
New Mexico Educational Retirement Board
New Mexico
$13.6M -$241K -1,600 -2%
CCM
517
Cohen Capital Management
California
$13.6M -$3.01M -20,000 -18%
AHC
518
Adell Harriman & Carpenter
Texas
$13.5M -$87.2K -580 -0.6%
HI
519
Hendershot Investments
Virginia
$13.4M +$396K +2,634 +3%
BPWM
520
Badgley Phelps Wealth Managers
Washington
$13.4M +$13.4M +89,173 New
JC
521
Jacobs & Co
California
$13.4M -$50.8K -338 -0.4%
CA
522
Callahan Advisors
Texas
$13.4M -$67.4K -448 -0.5%
PAM
523
Palisade Asset Management
Minnesota
$13.3M +$28.4K +189 +0.2%
WP
524
WealthPLAN Partners
Nebraska
$13.3M +$295K +1,776 +2%
YIA
525
YHB Investment Advisors
Connecticut
$13.2M +$213K +1,414 +2%
19 20
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