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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 %
MMHP
1926
Murphy Middleton Hinkle & Parker
Georgia
$764K +$301 +2 +0%
LSPW
1927
Lake Street Private Wealth
Illinois
$764K +$20.1K +134 +3%
PCM
1928
Perritt Capital Management
Illinois
$762K – – –
DLHL
1929
Donald L. Hagan LLC
Florida
$761K +$17.5K +116 +2%
JWM
1930
Jeppson Wealth Management
California
$760K – – –
IAP
1931
Indie Asset Partners
Indiana
$755K +$7.52K +50 +1%
UF
1932
Univest Financial
Pennsylvania
$752K -$42.4K -282 -5%
KFI
1933
Key Financial Inc
Pennsylvania
$747K -$9.18K -61 -1%
HA
1934
Herold Advisors
New York
$747K +$747K +4,970 New
GWM
1935
Greenwich Wealth Management
Connecticut
$746K +$300K +1,992 +67%
WIA
1936
Westbourne Investment Advisors
Maryland
$745K – – –
RPG
1937
Resource Planning Group
Georgia
$744K -$66.3K -441 -8%
HCP
1938
Hexagon Capital Partners
Arkansas
$738K +$23.9K +159 +3%
SAM
1939
Silphium Asset Management
United Kingdom
$737K +$737K +4,903 New
ICP
1940
Ironvine Capital Partners
Nebraska
$737K – – –
WA
1941
Waddell & Associates
Tennessee
$737K +$1.05K +7 +0.1%
PP
1942
PDS Planning
Ohio
$736K -$32.6K -217 -4%
MIAS
1943
Mason Investment Advisory Services
Virginia
$736K – – –
CP
1944
Covenant Partners
Tennessee
$733K – – –
GC
1945
Gilbert & Cook
Iowa
$732K -$4.36K -29 -0.6%
WAM
1946
Weatherly Asset Management
California
$732K +$732K +4,868 New
WCM
1947
WealthBridge Capital Management
Ohio
$729K -$40.8K -271 -5%
AIS
1948
American Investment Services
Massachusetts
$729K – – –
SLT
1949
St Louis Trust
Missouri
$729K +$225K +1,500 +45%
DI
1950
DFPG Investments
Utah
$728K +$10.8K +68 +2%
76 77
78
79 80