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 %
EWM
1401
Evermay Wealth Management
Virginia
$2M -$124K -825 -6%
SFG
1402
Summit Financial Group
West Virginia
$2M – – –
ACM
1403
Allred Capital Management
Texas
$2M -$116K -769 -5%
CCMD
1404
Cypress Capital Management (Delaware)
Delaware
$1.99M – – –
WI
1405
WBI Investments
New Jersey
$1.97M +$1.97M +13,115 New
TCM
1406
Tandem Capital Management
New Jersey
$1.96M – – –
GIM
1407
Guardian Investment Management
California
$1.96M -$675K -4,491 -26%
MFG
1408
MidWestOne Financial Group
Iowa
$1.96M +$170K +1,132 +10%
CIAS
1409
CFS Investment Advisory Services
New Jersey
$1.96M +$1.96M +13,003 New
GFA
1410
Gifford Fong Associates
California
$1.96M – – –
CL
1411
CPWM LLC
Washington
$1.95M -$7.67K -51 -0.4%
LSV Asset Management
1412
LSV Asset Management
Illinois
$1.94M – – –
SSI
1413
Scott & Selber Inc
Texas
$1.94M +$1.52M +10,110 +364%
LF
1414
Lantz Financial
Illinois
$1.94M +$20.5K +136 +1%
AIC
1415
Argus Investors Counsel
New York
$1.93M -$1.69M -11,250 -47%
CHJWM
1416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.93M -$25.8K -159 -1%
LSAG
1417
Lake Street Advisors Group
New Hampshire
$1.92M +$743K +4,940 +63%
KCPG
1418
Kavar Capital Partners Group
Kansas
$1.92M +$376K +2,503 +24%
CCA
1419
Checchi Capital Advisers
California
$1.92M -$10.8K -72 -0.6%
LOAMS
1420
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.91M +$228K +1,606 +14%
AP
1421
Atwood & Palmer
Missouri
$1.91M – – –
GIM
1422
Greylin Investment Management
Virginia
$1.91M – – –
HA
1423
Hamel Associates
New Jersey
$1.9M – – –
IA
1424
IFG Advisory
Georgia
$1.89M -$39.4K -262 -2%
ETI
1425
Enterprise Trust & Investment
California
$1.89M – – –
55 56
57
58 59