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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 %
GA
1951
Geller Advisors
New York
$726K +$23.8K +158 +3%
MC
1952
McMorgan & Co
California
$723K +$723K +4,804 New
ERIM
1953
Eagle Ridge Investment Management
Connecticut
$722K -$4.51K -30 -0.6%
CA
1954
Continuum Advisory
Idaho
$722K -$1.35K -9 -0.2%
PCP
1955
Proficio Capital Partners
Massachusetts
$720K +$11.7K +78 +2%
EF
1956
Empowered Funds
Pennsylvania
$718K +$304K +2,021 +73%
SWMP
1957
Signature Wealth Management Partners
New Jersey
$717K +$7.52K +50 +1%
MFG
1958
Menard Financial Group
Texas
$716K +$451 +3 +0.1%
WAS
1959
Wealth Advisory Solutions
Indiana
$716K +$186K +1,235 +35%
MS
1960
Maven Securities
Jersey
$714K +$714K +4,747 New
CISOA
1961
Capital Investment Services of America
Wisconsin
$710K -$33.8K -225 -5%
LWA
1962
Lineweaver Wealth Advisors
Ohio
$710K +$181K +1,206 +34%
RIS
1963
Retirement Income Solutions
Michigan
$706K +$150 +1 +0%
SCM
1964
SOL Capital Management
Maryland
$705K – – –
FWP
1965
FAS Wealth Partners
Kansas
$703K +$75.7K +503 +12%
KA
1966
KLCM Advisors
Wisconsin
$698K – – –
MIM
1967
Miller Investment Management
Pennsylvania
$697K – – –
PSC
1968
Prentiss Smith & Co
Vermont
$696K – – –
HCA
1969
Horan Capital Advisors
Ohio
$693K – – –
PC
1970
Pecaut & Co
Iowa
$692K – – –
T
1971
TOBAM
France
$688K -$49.9K -332 -7%
MA
1972
MJP Associates
Connecticut
$688K +$4.21K +28 +0.6%
VFP
1973
Verus Financial Partners
Virginia
$687K +$5.53K +35 +0.8%
FB
1974
First Bancorp
Maine
$685K +$685K +4,556 New
GAAM
1975
Guinness Atkinson Asset Management
California
$684K -$56.6K -376 -8%
77 78
79
80 81