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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 %
PCA
1826
Pallas Capital Advisors
Massachusetts
$913K -$74.3K -452 -8%
PG
1827
Proffitt & Goodson
Tennessee
$913K -$53.7K -357 -6%
TI
1828
Truepoint Inc
Ohio
$909K -$120K -800 -12%
AIA
1829
Angeles Investment Advisors
California
$909K +$277K +1,843 +44%
VWA
1830
VERITY Wealth Advisors
United States
$906K – – –
PPWP
1831
Proquility Private Wealth Partners
Nevada
$905K +$20.2K +134 +2%
BCAM
1832
Boston Common Asset Management
Massachusetts
$901K +$4.36K +29 +0.5%
BA
1833
Bridgewater Advisors
New York
$898K +$32.5K +216 +4%
SPC
1834
Stewart & Patten Company
California
$897K -$2.41K -16 -0.3%
VCM
1835
Virtue Capital Management
Tennessee
$895K -$20K -133 -2%
TP
1836
Tranquility Partners
Tennessee
$895K +$111K +741 +14%
SEM
1837
Suncoast Equity Management
Florida
$892K +$91.8K +610 +11%
LA
1838
Latitude Advisors
Florida
$892K +$512K +3,404 +135%
FG
1839
Foster Group
Iowa
$886K – – –
SP
1840
Successful Portfolios
Florida
$884K +$317K +2,106 +56%
WAM
1841
WealthTrust Asset Management
Florida
$883K +$451 +3 +0.1%
SPFA
1842
Summit Place Financial Advisors
New Jersey
$881K -$203K -1,350 -19%
PFC
1843
Poplar Forest Capital
California
$881K – – –
SWA
1844
SFMG Wealth Advisors
Texas
$880K +$117K +778 +15%
C
1845
Certuity
Florida
$880K +$244K +1,625 +38%
CS
1846
Comerica Securities
Michigan
$879K -$140K -931 -14%
BIP
1847
Blueprint Investment Partners
North Carolina
$879K +$487K +3,237 +124%
SA
1848
Sunesis Advisors
Kansas
$878K -$52.6K -350 -6%
GTAM
1849
Global Trust Asset Management
Florida
$878K – – –
LFA
1850
Legacy Financial Advisors
Kentucky
$875K +$125K +830 +17%
72 73
74
75 76