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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 %
ADL
1226
Asset Dedication LLC
California
$2.8M +$177K +1,179 +7%
STB
1227
S&T Bank
Pennsylvania
$2.79M +$147K +980 +6%
WPC
1228
White Pine Capital
Minnesota
$2.79M -$8.27K -55 -0.3%
MPAM
1229
Murphy Pohlad Asset Management
Minnesota
$2.79M – – –
LDB
1230
Lee, Danner & Bass
Tennessee
$2.78M -$26.5K -176 -0.9%
BAM
1231
Bruderman Asset Management
New York
$2.77M +$86.8K +577 +3%
ACM
1232
Alta Capital Management
Utah
$2.76M -$2.58M -17,167 -48%
BFA
1233
Benedict Financial Advisors
Georgia
$2.76M +$18.3K +122 +0.7%
CG
1234
CFO4Life Group
Texas
$2.75M +$72.2K +480 +3%
CAS
1235
Cascadia Advisory Services
Oregon
$2.75M +$120K +798 +5%
VNA
1236
Valley National Advisers
Pennsylvania
$2.74M -$29K -193 -1%
HIM
1237
Harbour Investment Management
Washington
$2.72M -$3.76K -25 -0.1%
YWP
1238
YorkBridge Wealth Partners
New York
$2.72M -$63.9K -425 -2%
WA1
1239
Wimmer Associates 1
California
$2.71M -$52.2K -347 -2%
GI
1240
GS Investments
Minnesota
$2.71M +$2.71M +17,991 New
MWM
1241
Mission Wealth Management
California
$2.7M -$453K -3,012 -14%
IIA
1242
ICW Investment Advisors
Arizona
$2.69M +$10.2K +68 +0.4%
BFO
1243
Biltmore Family Office
North Carolina
$2.69M +$82.6K +549 +3%
IAN
1244
Integrated Advisors Network
Texas
$2.69M +$467K +3,107 +21%
MIAN
1245
Mariner Independent Advisor Network
Kansas
$2.68M +$44.3K +295 +2%
EM
1246
Excalibur Management
Massachusetts
$2.67M -$12.5K -83 -0.5%
SIMM
1247
Stillwater Investment Management (Minnesota)
Minnesota
$2.67M -$12.5K -83 -0.5%
HHAA
1248
Henry H. Armstrong Associates
Pennsylvania
$2.67M -$47.4K -315 -2%
FMT
1249
First Mercantile Trust
Tennessee
$2.66M -$77.6K -516 -3%
NDSI
1250
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M +$1.5K +10 +0.1%
48 49
50
51 52