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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 %
GFPC
1676
Global Financial Private Client
Florida
$1.2M +$19K +126 +2%
GC
1677
Gratus Capital
Georgia
$1.19M +$30.5K +203 +3%
MI
1678
Markston International
New York
$1.18M -$806K -5,356 -41%
AT
1679
Arden Trust
Delaware
$1.18M -$172K -1,141 -13%
TCCM
1680
Timber Creek Capital Management
Massachusetts
$1.18M – – –
CIAS
1681
Capital Investment Advisory Services
North Carolina
$1.17M +$118K +787 +11%
TCBWMS
1682
Texas Capital Bank Wealth Management Services
Texas
$1.17M -$9.02K -60 -0.8%
CST
1683
Charles Schwab Trust
Nevada
$1.17M +$25K +166 +2%
MWM
1684
Madison Wealth Management
Ohio
$1.17M +$10.7K +71 +0.9%
OPA
1685
Old Port Advisors
Maine
$1.16M -$39.5K -255 -3%
OFS
1686
Orrstown Financial Services
Pennsylvania
$1.16M -$136K -905 -11%
DA
1687
Doliver Advisors
Texas
$1.15M +$123K +816 +12%
IWA
1688
IVC Wealth Advisors
Pennsylvania
$1.15M +$20K +133 +2%
CL
1689
Choreo LLC
Illinois
$1.15M -$268K -1,779 -19%
FPCG
1690
Fort Pitt Capital Group
Pennsylvania
$1.14M -$758K -5,043 -40%
CC
1691
Centiva Capital
New York
$1.14M +$614K +4,082 +117%
SFM
1692
Signet Financial Management
New Jersey
$1.14M +$1.14M +7,575 New
NFG
1693
Nadler Financial Group
Illinois
$1.14M +$602 +4 +0.1%
OIA
1694
Optimum Investment Advisors
Illinois
$1.13M -$109K -725 -9%
LAIC
1695
Lederer & Associates Investment Counsel
California
$1.13M +$248K +1,652 +28%
AG
1696
AlphaSimPlex Group
Massachusetts
$1.13M -$886K -5,890 -44%
AFA
1697
AllGen Financial Advisors
Florida
$1.13M -$1.25M -8,284 -52%
SB
1698
Strategic Blueprint
Georgia
$1.13M +$270K +1,795 +32%
RCA
1699
Ranch Capital Advisors
Florida
$1.13M +$1.13M +7,483 New
PHK
1700
Point72 Hong Kong
Hong Kong
$1.12M +$1.12M +7,471 New
66 67
68
69 70