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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 %
WCM
1026
Whitener Capital Management
North Carolina
$3.96M -$598K -4,030 -13%
IFAM
1027
Institutional & Family Asset Management
Colorado
$3.96M -$59K -392 -1%
DAM
1028
Diamant Asset Management
Connecticut
$3.95M +$3.95M +26,265 New
SNB
1029
Security National Bank
Nebraska
$3.95M +$137K +908 +4%
CT
1030
Coastline Trust
Rhode Island
$3.95M -$13.5K -90 -0.3%
RMCM
1031
Reynders McVeigh Capital Management
Massachusetts
$3.94M -$283K -1,880 -7%
NGA
1032
Naples Global Advisors
Florida
$3.93M +$2.86K +19 +0.1%
BKA
1033
Brick & Kyle Associates
Pennsylvania
$3.92M +$7.13K +47 +0.2%
AC
1034
Addison Capital
Pennsylvania
$3.9M +$3.16K +21 +0.1%
BONH
1035
Bank of New Hampshire
New Hampshire
$3.9M – – –
TPWA
1036
TRUE Private Wealth Advisors
Oregon
$3.88M -$30.8K -205 -0.8%
LNC
1037
Lincoln National Corp
Pennsylvania
$3.87M +$4.06K +27 +0.1%
DW
1038
Domani Wealth
Pennsylvania
$3.86M -$451 -3 -0%
MSAM
1039
Moloney Securities Asset Management
Missouri
$3.86M +$254K +1,686 +7%
SRC
1040
Shufro Rose & Co
New York
$3.86M +$3.86M +25,645 New
PI
1041
Pettee Investors
Connecticut
$3.86M -$42.4K -282 -1%
UHC
1042
Union Heritage Capital
Michigan
$3.85M – – –
BC
1043
Burney Company
Virginia
$3.85M -$96.6K -642 -2%
BFPW
1044
BOK Financial Private Wealth
Colorado
$3.85M +$230K +1,530 +6%
BIMC
1045
Benson Investment Management Company
Virginia
$3.83M +$9.03K +60 +0.2%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.81M -$80K -532 -2%
PWM
1047
Peterson Wealth Management
Nevada
$3.81M -$8.87K -59 -0.2%
HPIA
1048
Hamilton Point Investment Advisors
North Carolina
$3.81M -$17.6K -117 -0.5%
TCA
1049
Transcend Capital Advisors
New Jersey
$3.77M -$496K -3,079 -12%
CFA
1050
Carroll Financial Associates
North Carolina
$3.77M +$36.9K +245 +1%
40 41
42
43 44