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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 %
NC
1201
NewSquare Capital
Pennsylvania
$2.95M +$77.3K +514 +3%
PGAM
1202
Princeton Global Asset Management
New Jersey
$2.95M +$39.1K +260 +1%
CSA
1203
Cottage Street Advisors
Massachusetts
$2.95M +$41.5K +276 +1%
PDN
1204
Pensionfund DSM Netherlands
Netherlands
$2.93M -$3.01M -20,000 -51%
FVWA
1205
Foster Victor Wealth Advisors
South Carolina
$2.93M +$126K +836 +4%
FWM
1206
Fairhaven Wealth Management
Illinois
$2.92M +$279K +1,858 +11%
MFG
1207
Merit Financial Group
Georgia
$2.92M +$53.9K +358 +2%
SA
1208
Strategic Advisors
New York
$2.91M +$1.62M +10,799 +126%
AL
1209
Aspiriant LLC
California
$2.91M -$88K -584 -3%
HT
1210
Heritage Trust
Oklahoma
$2.9M +$366K +2,432 +14%
SP
1211
Symmetry Partners
Connecticut
$2.88M +$255K +1,687 +10%
PFA
1212
Paradigm Financial Advisors
Missouri
$2.87M -$511K -3,399 -15%
BOPW
1213
Brandywine Oak Private Wealth
Pennsylvania
$2.86M -$34.4K -229 -1%
JC
1214
JB Capital
Connecticut
$2.86M +$2.86M +18,996 New
WKWM
1215
Walter & Keenan Wealth Management
Indiana
$2.85M +$12.5K +83 +0.4%
OCM
1216
Orser Capital Management
Texas
$2.85M +$54.9K +365 +2%
PT
1217
Plimoth Trust
Massachusetts
$2.85M -$195K -1,296 -6%
HFS
1218
Howard Financial Services
Texas
$2.85M +$1.39M +9,251 +95%
BBI
1219
Baxter Bros Inc
Connecticut
$2.85M +$1.2K +8 +0%
BFM
1220
Boston Financial Management
Massachusetts
$2.84M -$351K -2,336 -11%
BWP
1221
BSW Wealth Partners
Colorado
$2.84M -$49.3K -328 -2%
BOH
1222
Bank of Hawaii
Hawaii
$2.84M -$359K -2,385 -11%
MWM
1223
Minot Wealth Management
Massachusetts
$2.82M +$326K +2,166 +13%
BWAM
1224
Boyd Watterson Asset Management
Ohio
$2.81M +$454K +3,021 +19%
CA
1225
Cullinan Associates
Kentucky
$2.81M +$27.8K +185 +1%
47 48
49
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