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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 %
PFSC
901
Peoples Financial Services Corp
Pennsylvania
$5.02M -$23.3K -155 -0.5%
HAC
902
Harbor Advisory Corp
New Hampshire
$5.02M – – –
LA
903
LVW Advisors
New York
$5.02M +$178K +1,184 +4%
TC
904
Telemus Capital
Michigan
$5.02M -$98.1K -652 -2%
VWM
905
Valley Wealth Managers
New Jersey
$4.98M -$29.2K -194 -0.6%
MS
906
Marshall & Sullivan
Washington
$4.98M +$188K +1,252 +4%
TC
907
TownSquare Capital
Utah
$4.97M +$1.01M +6,690 +25%
EGA
908
Eagle Global Advisors
Texas
$4.97M – – –
AWAG
909
ARS Wealth Advisors Group
Florida
$4.93M +$4.93M +32,778 New
BFEC
910
Benjamin F. Edwards & Company
Missouri
$4.9M +$90.7K +603 +2%
FPFS
911
First Personal Financial Services
North Carolina
$4.9M -$30.1K -200 -0.6%
SCA
912
Stokes Capital Advisors
South Carolina
$4.89M +$9.02K +60 +0.2%
GVAG
913
Great Valley Advisor Group
Delaware
$4.89M +$9.33K +62 +0.2%
AssetMark Inc
914
AssetMark Inc
California
$4.89M +$3.63M +24,114 +288%
VVP
915
Venture Visionary Partners
Ohio
$4.88M +$455K +3,019 +10%
RWA
916
Ropes Wealth Advisors
Massachusetts
$4.87M -$364K -2,418 -7%
RMAM
917
Raab & Moskowitz Asset Management
New Jersey
$4.87M -$44.5K -296 -0.9%
MMM
918
Mendel Money Management
Illinois
$4.85M +$234K +1,557 +5%
GFS
919
GYL Financial Synergies
Connecticut
$4.83M -$17.8K -118 -0.4%
BIC
920
Beach Investment Counsel
Pennsylvania
$4.8M -$196K -1,301 -4%
CWM
921
Concentric Wealth Management
California
$4.79M +$20.9K +139 +0.4%
NPT
922
Nixon Peabody Trust
Massachusetts
$4.77M +$541K +3,598 +13%
MAFM
923
Mid Atlantic Financial Management
Pennsylvania
$4.77M +$185K +1,230 +4%
WP
924
WMS Partners
Maryland
$4.77M -$134K -894 -3%
RIM
925
Reliant Investment Management
Tennessee
$4.76M -$275K -1,828 -5%
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37
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