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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 %
NFG
1801
Nations Financial Group
Iowa
$950K -$20.9K -139 -2%
FMLI
1802
Fukoku Mutual Life Insurance
Japan
$949K +$140K +930 +17%
SWM
1803
Segment Wealth Management
Texas
$945K -$29.5K -196 -3%
PP
1804
Patron Partners
Texas
$941K +$35.9K +239 +4%
CL
1805
COWA LLC
Oklahoma
$940K -$486K -5,084 -34%
CF
1806
Centaurus Financial
California
$940K +$16.5K +110 +2%
AWG
1807
Altus Wealth Group
Colorado
$939K +$39.1K +260 +4%
SAM
1808
Strategy Asset Managers
California
$937K -$637K -4,233 -40%
CT
1809
Columbia Trust
Oregon
$934K -$13.4K -89 -1%
SBL
1810
Sargent Bickham Lagudis
Colorado
$934K +$106K +705 +13%
DA
1811
DCM Advisors
New York
$934K +$934K +6,214 New
FCA
1812
FinTrust Capital Advisors
South Carolina
$932K +$39K +259 +4%
CG
1813
Clarus Group
Texas
$931K +$451 +3 +0%
PAM
1814
Paradigm Asset Management
New York
$928K -$45.1K -300 -5%
WAG
1815
Winthrop Advisory Group
Massachusetts
$925K -$27.4K -182 -3%
GL
1816
Graypoint LLC
New York
$923K +$120K +796 +15%
SCI
1817
Stableford Capital II
Arizona
$922K -$25K -157 -3%
CCM
1818
Campbell Capital Management
Florida
$919K -$167K -1,110 -15%
MCM
1819
Magnolia Capital Management
New York
$919K +$656K +4,360 +249%
EIA
1820
Edgemoor Investment Advisors
Maryland
$918K -$30.1K -200 -3%
TC
1821
Trust Company
Kansas
$918K -$7.22K -48 -0.8%
SW
1822
SkyOak Wealth
Michigan
$918K – – –
GEA
1823
Glen Eagle Advisors
New Jersey
$917K +$180K +1,200 +25%
SWA
1824
Sutton Wealth Advisors
Florida
$916K +$22.1K +147 +2%
CC
1825
Cadinha & Co
Hawaii
$915K +$94.1K +626 +11%
71 72
73
74 75