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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 %
CCM
1901
Cullen Capital Management
New York
$789K -$525K -3,490 -40%
WCMN
1902
Westchester Capital Management (Nebraska)
Nebraska
$789K – – –
CCM
1903
Chickasaw Capital Management
Tennessee
$788K – – –
CWP
1904
Curated Wealth Partners
California
$786K -$15.3K -102 -2%
SSWG
1905
Seven Springs Wealth Group
Tennessee
$786K – – –
HSA
1906
Hussman Strategic Advisors
Maryland
$782K -$150K -1,000 -16%
WI
1907
Wedgewood Investors
Pennsylvania
$781K – – –
OCM
1908
One Capital Management
California
$780K +$87K +579 +13%
VFPI
1909
Vantage Financial Partners (Illinois)
Illinois
$779K -$60.2K -400 -7%
CSPAM
1910
Cary Street Partners Asset Management
Virginia
$779K +$752 +5 +0.1%
BWM
1911
Buckley Wealth Management
Nevada
$779K +$121K +804 +18%
RI
1912
Ridgewood Investments
New Jersey
$777K -$528K -3,508 -40%
LB
1913
Legacy Bridge
Iowa
$777K – – –
RHBC
1914
R.H. Bluestein & Co
Michigan
$777K +$39.7K +264 +5%
AWA
1915
Alta Wealth Advisors
Massachusetts
$773K +$7.67K +51 +1%
OCG
1916
Opus Capital Group
Ohio
$771K -$202K -1,345 -21%
GB
1917
Goepper Burkhardt
South Carolina
$771K -$47.5K -316 -6%
CRC
1918
Curi RMB Capital
Illinois
$770K +$47K +312 +6%
BOM
1919
Bank of Marin
California
$769K +$120K +800 +19%
9WM
1920
9258 Wealth Management
Ohio
$768K +$33.7K +224 +5%
SKK
1921
Shepherd Kaplan Krochuk
Massachusetts
$767K -$15K -100 -2%
AWAP
1922
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$767K – – –
CWM
1923
Circle Wealth Management
New Jersey
$766K – – –
MA
1924
Mosaic Advisors
Texas
$765K -$101K -674 -12%
APWA
1925
Atlas Private Wealth Advisors
New Jersey
$765K +$55.2K +367 +8%
75 76
77
78 79