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 %
BTWM
1176
Baker Tilly Wealth Management
Wisconsin
$3.06M +$719K +4,778 +31%
ESB
1177
Essex Savings Bank
Connecticut
$3.06M -$36.8K -235 -1%
HI
1178
Hoey Investments
Pennsylvania
$3.05M -$413K -2,747 -12%
EP
1179
Eudaimonia Partners
Tennessee
$3.05M +$606K +4,029 +25%
UCMOK
1180
United Capital Management of KS
Kansas
$3.05M -$2.41M -16,052 -44%
CASB
1181
Cape Ann Savings Bank
Massachusetts
$3.05M -$22.4K -149 -0.7%
HIM
1182
Hotaling Investment Management
Pennsylvania
$3.04M +$30.7K +204 +1%
MCA
1183
Mercer Capital Advisers
New Jersey
$3.04M -$169K -1,125 -5%
JWCA
1184
J.W. Coons Advisors
Ohio
$3.04M – – –
LIM
1185
Leavell Investment Management
Alabama
$3.04M +$457K +3,039 +18%
AFM
1186
Abbot Financial Management
Massachusetts
$3.03M -$30.7K -204 -1%
CCA
1187
Cadent Capital Advisors
Oklahoma
$3.03M -$586K -3,899 -16%
NC
1188
NovaPoint Capital
Georgia
$3.02M +$178K +1,184 +6%
CI
1189
CX Institutional
Indiana
$3.02M -$1.56M -10,345 -34%
MJP
1190
Michael J. Puzo
$3.01M -$29.5K -196 -1%
BSA
1191
Bull Street Advisors
Georgia
$3M +$81.2K +540 +3%
ST
1192
Somerset Trust
Pennsylvania
$3M +$130K +863 +5%
SFA
1193
Sequoia Financial Advisors
Ohio
$3M -$3.94M -26,188 -57%
IC
1194
Inscription Capital
Texas
$2.98M -$1.61M -10,691 -35%
PWPS
1195
Pinnacle Wealth Planning Services
Ohio
$2.98M +$105K +701 +4%
MCP
1196
Martin Capital Partners
Oregon
$2.98M +$7.67K +51 +0.3%
WPW
1197
Waldron Private Wealth
Pennsylvania
$2.98M +$757K +5,034 +34%
PWA
1198
Phoenix Wealth Advisors
North Carolina
$2.96M +$17K +113 +0.6%
JWM
1199
Jupiter Wealth Management
Colorado
$2.95M – – –
PG
1200
Patten Group
Tennessee
$2.95M +$15K +100 +0.5%
46 47
48
49 50