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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 %
ACM
1326
Advisors Capital Management
New Jersey
$2.27M -$39.4K -262 -2%
CA
1327
Claro Advisors
Massachusetts
$2.26M +$148K +986 +7%
BIM
1328
Baldwin Investment Management
Pennsylvania
$2.26M +$165K +1,099 +8%
LCH
1329
Lee Capital Holdings
New York
$2.26M – – –
BDF
1330
Balasa Dinverno & Foltz
$2.26M +$74.9K +498 +3%
BOTW
1331
Bank of the West
California
$2.25M -$114K -755 -5%
WSCM
1332
Wellington Shields Capital Management
New York
$2.25M -$1.71M -11,397 -43%
AIIMS
1333
Analyst IMS Investment Management Services
Israel
$2.24M -$18.1K -120 -0.8%
NP
1334
NorthRock Partners
Minnesota
$2.23M +$18K +114 +0.8%
CAG
1335
Csenge Advisory Group
Florida
$2.21M +$57.7K +382 +3%
AIA
1336
AIMZ Investment Advisors
California
$2.21M -$27.5K -183 -1%
KA
1337
Kovack Advisors
Florida
$2.21M +$561K +3,729 +34%
CAM
1338
Cozad Asset Management
Illinois
$2.21M -$32.3K -215 -1%
SMC
1339
Smith, Moore & Co
Missouri
$2.21M -$32.2K -214 -1%
DPIM
1340
Duff & Phelps Investment Management
Illinois
$2.19M -$48.7K -324 -2%
CCM
1341
Cox Capital Management
Massachusetts
$2.18M +$15.3K +102 +0.7%
DBIA
1342
Dumont & Blake Investment Advisors
New Jersey
$2.17M +$22K +146 +1%
RIL
1343
Rothschild Investment LLC
Illinois
$2.17M -$574K -3,814 -21%
LC
1344
LCNB Corp
Ohio
$2.16M -$6.02K -40 -0.3%
CB
1345
CNB Bank
Pennsylvania
$2.16M +$171K +1,134 +9%
SAM
1346
Sompo Asset Management
Japan
$2.16M +$9.02K +60 +0.4%
WOC
1347
West Oak Capital
California
$2.16M +$16.5K +110 +0.8%
IWM
1348
IHT Wealth Management
Illinois
$2.15M -$1.23M -8,185 -36%
MBT
1349
Montecito Bank & Trust
California
$2.15M -$107K -713 -5%
DCM
1350
Decatur Capital Management
Georgia
$2.14M -$2.52M -16,762 -54%
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