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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 %
PAWC
1876
P.A.W. Capital
Connecticut
$827K – – –
SLA
1877
Silver Lake Advisory
Utah
$827K +$6.47K +43 +0.8%
BEI
1878
Benjamin Edwards Inc
Missouri
$827K +$96.9K +644 +13%
SDAM
1879
Shulman DeMeo Asset Management
New York
$827K +$827K +5,498 New
ZF
1880
Zhang Financial
Michigan
$825K +$451 +3 +0.1%
CHP
1881
Cable Hill Partners
Oregon
$821K +$9.93K +66 +1%
IIC
1882
Integrated Investment Consultants
Michigan
$820K +$24.7K +164 +3%
XT
1883
XTX Topco
Cayman Islands
$818K +$818K +5,440 New
AW
1884
ACG Wealth
Georgia
$817K -$21.1K -140 -3%
BFG
1885
Berger Financial Group
Minnesota
$816K -$2.56K -17 -0.3%
CWP
1886
Capital Wealth Planning
Florida
$813K -$73.4K -488 -8%
DE
1887
Day & Ennis
Georgia
$811K +$752 +5 +0.1%
S
1888
SimplyRich
California
$810K – – –
BWM
1889
Baystate Wealth Management
Massachusetts
$810K +$1.5K +10 +0.2%
Dodge & Cox
1890
Dodge & Cox
California
$808K – – –
AFG
1891
Allegheny Financial Group
Pennsylvania
$808K +$8.72K +58 +1%
CA
1892
Cornerstone Advisory
Maryland
$808K +$26.6K +177 +3%
IAM
1893
Infusive Asset Management
New York
$806K -$56.8K -378 -7%
MA
1894
MBA Advisors
Pennsylvania
$805K +$4.06K +27 +0.5%
KMWM
1895
Keudell/Morrison Wealth Management
Oregon
$801K +$43.5K +289 +6%
FHC
1896
First Heartland Consultants
Missouri
$799K -$58K -386 -7%
LWAM
1897
Legacy Wealth Asset Management
Minnesota
$799K +$9.93K +66 +1%
HBWM
1898
Hollow Brook Wealth Management
New York
$798K – – –
LSA
1899
Lion Street Advisors
Texas
$797K +$776K +5,164 +3,742%
MF
1900
Montis Financial
Massachusetts
$793K -$32.3K -215 -4%
74 75
76
77 78