PEP icon

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 %
WA
1976
WealthTrust Axiom
Pennsylvania
$684K – – –
CWA
1977
Clearview Wealth Advisors
Oregon
$683K +$42.6K +283 +7%
APWM
1978
Atlas Private Wealth Management
New York
$683K +$42.8K +285 +7%
KA
1979
Klingman & Associates
New York
$682K -$29.8K -198 -4%
PCG
1980
Private Capital Group
Connecticut
$679K +$22.3K +148 +3%
SFA
1981
Semmax Financial Advisors
North Carolina
$678K -$62.7K -417 -8%
FA
1982
Fiducient Advisors
Illinois
$676K -$30.1K -200 -4%
BZWA
1983
Blue Zone Wealth Advisors
California
$671K – – –
FAT
1984
First American Trust
California
$668K -$30.1K -200 -4%
ICM
1985
IMS Capital Management
Oregon
$668K +$94.1K +625 +16%
WP
1986
Waycross Partners
Kentucky
$667K – – –
BRG
1987
Bay Rivers Group
Virginia
$666K +$49.1K +326 +8%
ACP
1988
Aveo Capital Partners
Colorado
$663K +$21.5K +143 +3%
TCOK
1989
Trust Company of Kansas
Kansas
$661K -$15.2K -101 -2%
ME
1990
McIlrath & Eck
Washington
$661K +$54K +359 +9%
BS
1991
Banco Santander
Spain
$659K -$34.3K -228 -5%
RPA
1992
Rock Point Advisors
Vermont
$657K -$24K -160 -4%
CA
1993
CGN Advisors
Kansas
$656K -$180K -1,196 -22%
SC
1994
Solstein Capital
California
$655K +$641K +4,259 +4,483%
AWM
1995
Arbor Wealth Management
Florida
$654K -$1.2K -8 -0.2%
BPM
1996
Bowling Portfolio Management
Ohio
$653K -$1.2K -8 -0.2%
SWA
1997
SOA Wealth Advisors
New York
$652K +$7.07K +47 +1%
VAM
1998
Verity Asset Management
North Carolina
$649K -$161K -1,073 -20%
HDIM
1999
Hanson & Doremus Investment Management
Vermont
$649K -$43K -286 -6%
SDWMA
2000
Schneider Downs Wealth Management Advisors
Pennsylvania
$648K -$5.12K -34 -0.8%
78 79
80
81 82