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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 %
NMIFOAC
801
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.17M – – –
KA
802
Kintegral Advisory
New York
$6.16M – – –
AIA
803
Allied Investment Advisors
Montana
$6.14M -$2.41K -16 -0%
NEAM
804
New England Asset Management
Connecticut
$6.13M +$474K +3,152 +8%
TCM
805
Tufton Capital Management
Maryland
$6.13M -$138K -917 -2%
TI
806
Tidal Investments
Wisconsin
$6.12M -$49.8K -331 -0.8%
CBTWT
807
Community Bank & Trust (Waco, Texas)
Texas
$6.12M +$29.8K +198 +0.5%
NAM
808
NTV Asset Management
West Virginia
$6.11M +$16.2K +108 +0.3%
WPP
809
Whalerock Point Partners
Rhode Island
$6.08M +$237K +1,577 +4%
PWP
810
Private Wealth Partners
California
$6.03M -$59.7K -397 -1%
APP
811
Avantax Planning Partners
Iowa
$6.02M +$249K +1,658 +4%
RC
812
Roundview Capital
New Jersey
$6.02M +$321K +2,133 +6%
SFO
813
Stokes Family Office
Louisiana
$6M +$308K +2,049 +5%
TCOO
814
Trust Company of Oklahoma
Oklahoma
$5.99M -$99.3K -660 -2%
AAIM
815
American Assets Investment Management
California
$5.99M – – –
TF
816
TRH Financial
Iowa
$5.98M +$1.17M +7,747 +24%
VST
817
Van Strum & Towne
California
$5.98M +$11.3K +75 +0.2%
CNBTD
818
Citizens National Bank Trust Department
Mississippi
$5.97M +$6.77K +45 +0.1%
CT
819
Cambridge Trust
Massachusetts
$5.97M +$21.1K +140 +0.4%
AFG
820
Albion Financial Group
Utah
$5.94M -$6.47K -43 -0.1%
HAG
821
HighPoint Advisor Group
Illinois
$5.93M -$170K -1,130 -3%
RWA
822
River Wealth Advisors
Pennsylvania
$5.93M +$314K +2,091 +6%
BWL
823
Bogart Wealth LLC
Virginia
$5.92M +$247K +1,645 +4%
IWP
824
Icon Wealth Partners
Texas
$5.92M +$41.8K +278 +0.7%
KPWS
825
Kestra Private Wealth Services
Texas
$5.91M +$263K +1,746 +5%
31 32
33
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