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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 %
Rafferty Asset Management
1001
Rafferty Asset Management
New York
$4.11M +$144K +958 +4%
AAP
1002
Aristotle Atlantic Partners
Florida
$4.11M +$176K +1,173 +4%
HCA
1003
Harbour Capital Advisors
Virginia
$4.09M +$52.6K +350 +1%
ANTB
1004
AMG National Trust Bank
Colorado
$4.08M -$57.2K -380 -1%
SW
1005
SteelPeak Wealth
California
$4.08M -$2.55M -16,982 -39%
MP
1006
McDonald Partners
Ohio
$4.08M -$101K -674 -2%
DBT
1007
Dubuque Bank & Trust
Iowa
$4.08M -$68K -452 -2%
TLP
1008
Trinity Legacy Partners
Texas
$4.08M +$205K +1,361 +5%
RCM
1009
RNC Capital Management
California
$4.07M +$83K +552 +2%
VPIM
1010
Vanguard Personalized Indexing Management
California
$4.06M +$912K +6,065 +29%
AAMA
1011
Advanced Asset Management Advisors
Ohio
$4.06M – – –
LWM
1012
Lyell Wealth Management
California
$4.05M +$286K +1,901 +8%
SLI
1013
Sumitomo Life Insurance
Japan
$4.04M -$171K -1,137 -4%
CFMC
1014
Curbstone Financial Management Corp
New Hampshire
$4.02M -$37.6K -250 -0.9%
PAM
1015
Peninsula Asset Management
Florida
$4.02M +$57.3K +381 +1%
SC
1016
Savant Capital
Illinois
$4.02M +$270K +1,796 +7%
PS
1017
Pensionfund Sabic
Netherlands
$4.02M – – –
IMOV
1018
Investment Management of Virginia
Virginia
$4.02M -$15.9K -106 -0.4%
NSAM
1019
North Star Asset Management
Wisconsin
$4.01M -$14.4K -96 -0.4%
WC
1020
Westhampton Capital
North Carolina
$4.01M -$122K -814 -3%
FTDI
1021
First Trust Direct Indexing
Massachusetts
$4.01M +$307K +2,044 +8%
MIP
1022
Marietta Investment Partners
Wisconsin
$4M -$105K -700 -3%
ZB
1023
Zions Bancorporation
Utah
$3.99M +$207K +1,375 +5%
CS
1024
Cannell & Spears
New York
$3.97M -$24.1K -160 -0.6%
PP
1025
Pegasus Partners
Wisconsin
$3.96M -$224K -1,489 -5%
39 40
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