PEP icon

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 %
PHS
926
Pekin Hardy Strauss
Illinois
$4.75M -$15.8K -105 -0.3%
SWK
927
Stephen W. Kidder
$4.72M -$22.6K -150 -0.5%
BG
928
Bollard Group
Massachusetts
$4.72M +$17.4K +116 +0.4%
CRIG
929
Charter Research & Investment Group
Connecticut
$4.72M +$8.42K +56 +0.2%
BHWA
930
Beacon Harbor Wealth Advisors
Virginia
$4.71M +$171K +1,135 +4%
DIA
931
Dean Investment Associates
Ohio
$4.68M -$76.1K -506 -2%
SIM
932
Stratos Investment Management
Ohio
$4.67M +$769K +5,113 +20%
UTC
933
Unified Trust Company
Kentucky
$4.66M +$11.7K +78 +0.3%
ET
934
Equitable Trust
Tennessee
$4.64M +$184K +1,225 +4%
PFO
935
Pathstone Family Office
New Jersey
$4.63M -$288K -1,913 -6%
CHC
936
City Holding Co
West Virginia
$4.63M +$97.8K +650 +2%
HCM
937
Horrell Capital Management
Arkansas
$4.63M +$15K +100 +0.3%
MKA
938
M. Kulyk & Associates
Georgia
$4.61M +$84.7K +563 +2%
MBTD
939
Mechanics Bank - Trust Department
California
$4.61M -$112K -742 -2%
HSA
940
HBK Sorce Advisory
Pennsylvania
$4.61M +$355K +2,359 +8%
AAA
941
Adams Asset Advisors
Texas
$4.61M – – –
BMO
942
Beck Mack & Oliver
New York
$4.57M +$611K +4,065 +15%
CCM
943
Compton Capital Management
Rhode Island
$4.56M +$22.6K +150 +0.5%
EWA
944
Exencial Wealth Advisors
Oklahoma
$4.54M +$281K +1,869 +7%
TCM
945
Twin Capital Management
Pennsylvania
$4.53M -$379K -2,518 -8%
MMG
946
Monetary Management Group
Missouri
$4.52M +$376K +2,500 +9%
GP
947
Girard Partners
Pennsylvania
$4.51M +$134K +894 +3%
GWI
948
Grace & White Inc
New York
$4.5M – – –
GP
949
Geneva Partners
Wisconsin
$4.49M +$3.69M +24,527 +459%
PWP
950
Principle Wealth Partners
Connecticut
$4.49M -$106K -704 -2%
36 37
38
39 40