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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 %
EL
1101
Essex LLC
Illinois
$3.46M +$3.46M +23,009 New
UFG
1102
United Fire Group
Iowa
$3.46M – – –
CWG
1103
Cornerstone Wealth Group
North Carolina
$3.44M +$113K +751 +3%
BA
1104
BCM Advisors
Louisiana
$3.44M – – –
BIAS
1105
Beacon Investment Advisory Services
New Jersey
$3.43M -$4.52M -30,018 -57%
PA
1106
Procyon Advisors
Connecticut
$3.43M -$109K -724 -3%
DAS
1107
Dynamic Advisor Solutions
Arizona
$3.43M +$38.1K +253 +1%
JCM
1108
Jag Capital Management
Missouri
$3.43M +$233K +1,547 +7%
GRQ
1109
Gardner Russo & Quinn
Pennsylvania
$3.42M -$16.4K -109 -0.5%
IWC
1110
Integrated Wealth Concepts
Massachusetts
$3.42M +$185K +1,233 +6%
HIA
1111
Harbor Investment Advisory
Maryland
$3.41M -$31.7K -211 -0.9%
SWA
1112
Stratos Wealth Advisors
Ohio
$3.41M +$711K +4,725 +26%
ODCM
1113
Old Dominion Capital Management
Virginia
$3.4M +$10.1K +67 +0.3%
IA
1114
IFP Advisors
Florida
$3.4M +$363K +2,406 +12%
OIA
1115
OneDigital Investment Advisors
Kansas
$3.4M +$76.7K +510 +2%
PNAA
1116
Pictet North America Advisors
Switzerland
$3.37M +$24.7K +164 +0.7%
JFGIW
1117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.37M -$705K -4,685 -17%
NME
1118
Notis-McConarty Edward
$3.36M – – –
TYCC
1119
Texas Yale Capital Corp
Florida
$3.36M +$15K +100 +0.5%
NSEDCP
1120
NJ State Employees Deferred Compensation Plan
New Jersey
$3.35M – – –
BMA
1121
Brooks Moore & Associates
Tennessee
$3.35M +$33.1K +220 +1%
CBA
1122
Coastal Bridge Advisors
Connecticut
$3.35M +$5.87K +39 +0.2%
FMTCOCP
1123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.34M -$151K -1,005 -4%
GAM
1124
Garrison Asset Management
Arkansas
$3.34M +$1.05K +7 +0%
HWA
1125
Heritage Way Advisors
Illinois
$3.33M -$29.6K -197 -0.9%
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45
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