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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 %
PWM
2001
Paulson Wealth Management
Illinois
$647K +$21.5K +143 +3%
CGFA
2002
Colton Groome Financial Advisors
North Carolina
$646K – – –
ONST
2003
Old North State Trust
North Carolina
$645K -$2.71K -18 -0.4%
TIA
2004
Traphagen Investment Advisors
New Jersey
$642K +$12.3K +82 +2%
DLCIG
2005
D.L. Carlson Investment Group
New Hampshire
$639K -$8.12K -54 -1%
NIM
2006
Nexus Investment Management
Ontario, Canada
$639K – – –
HIS
2007
Harvest Investment Services
Illinois
$636K -$1.8K -12 -0.3%
BWA
2008
BDO Wealth Advisors
Florida
$636K – – –
AFC
2009
AFT Forsyth & Company
Florida
$635K -$14.9K -99 -2%
HKAM
2010
Horizon Kinetics Asset Management
New York
$634K -$451 -3 -0.1%
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$633K -$233K -1,545 -27%
BDF
2012
Black Diamond Financial
Maryland
$633K -$23.9K -159 -4%
FFC
2013
First Financial Corp
Indiana
$633K -$22.8K -152 -3%
PIM
2014
Profit Investment Management
Maryland
$633K – – –
MG
2015
Mather Group
Illinois
$631K -$55.5K -369 -8%
BBNA
2016
Bremer Bank National Association
Minnesota
$630K -$40.8K -271 -6%
CICI
2017
Capital Investment Counsel Inc
North Carolina
$629K – – –
NAMM
2018
NorthStar Asset Management (Massachusetts)
Massachusetts
$627K -$15K -100 -2%
GQG Partners
2019
GQG Partners
Florida
$623K +$623K +4,143 New
TC
2020
TwinBeech Capital
New York
$620K +$620K +4,122 New
OIM
2021
Orca Investment Management
Oregon
$616K -$45K -299 -7%
KS
2022
Karpas Strategies
Connecticut
$616K – – –
CWM
2023
Cahaba Wealth Management
Georgia
$616K +$616K +4,101 New
LIP
2024
Liontrust Investment Partners
United Kingdom
$615K +$615K +4,090 New
HCM
2025
Harvey Capital Management
Florida
$615K -$984K -6,554 -62%
79 80
81
82 83