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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 %
B
1301
Barings
North Carolina
$2.39M -$200K -1,327 -8%
FUBT
1302
First United Bank & Trust
Maryland
$2.38M -$11.6K -77 -0.5%
LCP
1303
Legacy Capital Partners
Wisconsin
$2.38M -$105K -700 -4%
RIA
1304
Regal Investment Advisors
Michigan
$2.37M +$223K +1,486 +10%
FFN
1305
Focus Financial Network
Minnesota
$2.37M +$112K +744 +5%
FPS
1306
Fieldpoint Private Securities
Connecticut
$2.37M +$30.4K +202 +1%
WCM
1307
Wisconsin Capital Management
Wisconsin
$2.36M -$45.1K -300 -2%
BWM
1308
BerganKDV Wealth Management
Minnesota
$2.35M +$150 +1 +0%
FBFS
1309
First Business Financial Services
Wisconsin
$2.35M +$776K +5,159 +49%
OF
1310
Outfitter Financial
Maine
$2.34M -$752 -5 -0%
TI
1311
Truehand Inc
New Hampshire
$2.33M – – –
IAS
1312
Investment Advisory Services
Texas
$2.33M -$29.9K -199 -1%
KC
1313
Kinloch Capital
Virginia
$2.33M +$175K +1,162 +8%
AWM
1314
Avior Wealth Management
Nebraska
$2.32M +$9.93K +66 +0.4%
V
1315
VeraBank
Texas
$2.32M -$13.5K -90 -0.6%
MSS
1316
Mitchell Sinkler & Starr
Pennsylvania
$2.31M -$106K -705 -4%
JCM
1317
Jacobi Capital Management
Pennsylvania
$2.31M +$73.9K +491 +3%
AAM
1318
Autus Asset Management
Arizona
$2.31M -$500K -3,326 -18%
MCAI
1319
Members Capital Advisors Inc
Wisconsin
$2.31M +$291K +1,933 +14%
RCA
1320
Resonant Capital Advisors
Wisconsin
$2.3M +$303K +2,015 +15%
VMPIC
1321
Varma Mutual Pension Insurance Co
Finland
$2.29M – – –
AIC
1322
Ameritas Investment Company
Nebraska
$2.29M +$1.67M +11,075 +266%
RA
1323
RFG Advisory
Alabama
$2.28M +$200K +1,327 +10%
SAM
1324
Synergy Asset Management
Washington
$2.28M +$1.95M +12,943 +591%
NA
1325
Navellier & Associates
Nevada
$2.27M – – –
51 52
53
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