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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 %
APW
1701
Acima Private Wealth
Virginia
$1.12M – – –
EN1L
1702
Engine No 1 LLC
California
$1.12M +$456K +3,032 +69%
PFC
1703
Phocas Financial Corp
California
$1.12M – – –
UFF
1704
USA Financial Formulas
Michigan
$1.12M +$1.12M +7,424 +82,489%
RBFC
1705
Roman Butler Fullerton & Co
Missouri
$1.12M -$21.7K -137 -2%
OFG
1706
OmniStar Financial Group
North Carolina
$1.12M +$1.12M +7,415 New
WA
1707
Waverly Advisors
Alabama
$1.11M +$628K +3,862 +129%
PI
1708
PineBridge Investments
New York
$1.11M -$226K -1,504 -17%
CFG
1709
Cooper Financial Group
California
$1.11M +$47.8K +318 +5%
PWM
1710
Perigon Wealth Management
California
$1.11M +$63.7K +424 +6%
ECA
1711
Elevated Capital Advisors
Utah
$1.11M +$1.11M +7,369 New
RIG
1712
Roosevelt Investment Group
New York
$1.1M +$21.1K +140 +2%
Members Trust
1713
Members Trust
Florida
$1.1M +$74.9K +492 +7%
SG
1714
Somerset Group
Minnesota
$1.09M – – –
BCM
1715
Brooktree Capital Management
Michigan
$1.09M -$770K -5,119 -41%
CHA
1716
Carmichael Hill & Associates
Maryland
$1.09M -$9.48K -63 -0.9%
IA
1717
Insight Advisors
Pennsylvania
$1.09M +$19.2K +117 +2%
EWM
1718
Empirical Wealth Management
Washington
$1.09M +$95.3K +634 +10%
PIA
1719
Perennial Investment Advisors
California
$1.09M +$27.4K +182 +3%
QCIG
1720
Quad-Cities Investment Group
Iowa
$1.08M -$3.16K -21 -0.3%
FMTC
1721
Farmers & Merchants Trust Company
California
$1.08M +$20.2K +134 +2%
MSFS
1722
Main Street Financial Solutions
Pennsylvania
$1.08M +$150K +996 +16%
IP
1723
Investment Partners
Ohio
$1.08M +$64.3K +428 +6%
DF
1724
Donoghue Forlines
Massachusetts
$1.08M -$125K -832 -10%
E
1725
Ergoteles
New York
$1.08M +$1.08M +7,152 New
67 68
69
70 71