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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 %
FAIM
1501
Financial Advocates Investment Management
Washington
$1.65M -$262K -1,741 -14%
NHC
1502
Nicholas Hoffman & Company
Georgia
$1.65M -$36.8K -245 -2%
HIC
1503
Holderness Investments Company
North Carolina
$1.65M +$20.1K +134 +1%
RWM
1504
Ritholtz Wealth Management
New York
$1.65M +$152K +1,011 +10%
Loomis, Sayles & Company
1505
Loomis, Sayles & Company
Massachusetts
$1.65M +$1.6M +10,628 +3,221%
GPA
1506
Garrison Point Advisors
California
$1.65M +$6.77K +45 +0.4%
VIM
1507
Vista Investment Management
Pennsylvania
$1.64M +$19K +126 +1%
KFA
1508
Kelleher Financial Advisors
New York
$1.64M +$531K +3,530 +48%
IWA
1509
Intercontinental Wealth Advisors
Texas
$1.64M -$155K -1,029 -9%
SC
1510
SRB Corp
Massachusetts
$1.64M +$1.64M +10,879 New
HEIP
1511
Hudson Edge Investment Partners
New Jersey
$1.63M -$4.51K -30 -0.3%
BIA
1512
Bigelow Investment Advisors
Maine
$1.63M -$45.4K -302 -3%
AIC
1513
Archer Investment Corporation
Indiana
$1.62M +$254K +1,690 +19%
BCA
1514
Bay Colony Advisors
Massachusetts
$1.62M -$2.11K -14 -0.1%
FC
1515
Forte Capital
New York
$1.61M -$15K -100 -0.9%
AAM
1516
Ascension Asset Management
New York
$1.61M -$7.52K -50 -0.5%
TWP
1517
Tempus Wealth Planning
California
$1.61M +$111K +736 +7%
PFGIA
1518
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M +$11.6K +77 +0.7%
DAM
1519
Delta Asset Management
Tennessee
$1.61M – – –
BSAM
1520
Blue Square Asset Management
New York
$1.61M +$31K +206 +2%
FFA
1521
Fragasso Financial Advisors
Pennsylvania
$1.6M -$1.91M -12,688 -54%
WA
1522
Wambolt & Associates
Colorado
$1.6M +$234K +1,552 +17%
PWMAG
1523
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M +$49.6K +330 +3%
CFFP
1524
Center for Financial Planning
Michigan
$1.59M – – –
EA
1525
Ellsworth Advisors
Ohio
$1.59M +$39.1K +260 +3%
59 60
61
62 63