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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 %
NERM
1726
New England Research & Management
Illinois
$1.07M – – –
DAM
1727
Doheny Asset Management
California
$1.06M -$229K -1,525 -18%
CLOS
1728
Compagnie Lombard Odier SCmA
Switzerland
$1.06M +$28.1K +187 +3%
AW
1729
Alaethes Wealth
Nevada
$1.06M +$130K +865 +14%
LOPW
1730
Live Oak Private Wealth
North Carolina
$1.06M +$85.4K +568 +9%
CCMG
1731
Clark Capital Management Group
Pennsylvania
$1.06M +$69.2K +460 +7%
MWA
1732
Meridian Wealth Advisors
Texas
$1.06M +$7.07K +47 +0.7%
MIM
1733
MTM Investment Management
South Carolina
$1.06M -$303K -2,013 -22%
CSUI
1734
Cincinnati Specialty Underwriters Insurance
Ohio
$1.05M – – –
CG
1735
Cutler Group
California
$1.05M +$786K +5,226 +295%
ED
1736
Exane Derivatives
France
$1.05M +$2.71K +18 +0.3%
JG
1737
Jefferies Group
New York
$1.05M +$445K +2,961 +74%
BMWM
1738
Brown Miller Wealth Management
Virginia
$1.05M -$1.03M -6,834 -50%
PWA
1739
Physician Wealth Advisors
Utah
$1.05M +$159 +1 +0%
SHWM
1740
Silicon Hills Wealth Management
Texas
$1.04M – – –
CPC
1741
Congress Park Capital
New York
$1.04M -$7.52K -50 -0.7%
BONST
1742
Bank of Nova Scotia Trust
Ontario, Canada
$1.04M +$313K +2,079 +43%
LFAS
1743
Level Four Advisory Services
Texas
$1.04M +$8.42K +56 +0.8%
HI
1744
Hudock Inc
Pennsylvania
$1.04M +$1.66K +11 +0.2%
PB
1745
Pinnacle Bancorp
Nebraska
$1.03M +$3.76K +25 +0.4%
CPA
1746
Clear Perspective Advisors
Illinois
$1.03M +$72.4K +481 +8%
WTFG
1747
Wells Trecaso Financial Group
Ohio
$1.03M +$150 +1 +0%
SAM
1748
Summit Asset Management
Tennessee
$1.03M +$30.7K +204 +3%
CFS
1749
CRA Financial Services
New Jersey
$1.03M +$57K +379 +6%
MWA
1750
Moser Wealth Advisors
Washington
$1.03M – – –
68 69
70
71 72