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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 %
GCM
2026
Gables Capital Management
Florida
$615K – – –
CWM
2027
Cranbrook Wealth Management
Michigan
$614K +$451 +3 +0.1%
FNBSF
2028
First National Bank Sioux Falls
South Dakota
$613K – – –
SCA
2029
Sippican Capital Advisors
Massachusetts
$611K – – –
GWAM
2030
Guardian Wealth Advisors (Minnesota)
Minnesota
$602K -$24.8K -165 -4%
VCM
2031
Vivaldi Capital Management
Illinois
$602K – – –
VFA
2032
Voya Financial Advisors
Connecticut
$602K +$83K +545 +16%
JFA
2033
JNBA Financial Advisors
Minnesota
$601K – – –
AWM
2034
AllSquare Wealth Management
New York
$599K +$902 +6 +0.2%
SMH
2035
Sanders Morris Harris
Texas
$598K -$32.6K -208 -5%
AA
2036
Apriem Advisors
California
$598K +$14.3K +95 +2%
HCM
2037
Hutchinson Capital Management
California
$597K – – –
HAFS
2038
Hapanowicz & Associates Financial Services
Pennsylvania
$595K – – –
RPWA
2039
Regent Peak Wealth Advisors
Georgia
$595K +$7.83K +52 +1%
SIS
2040
Sound Income Strategies
Florida
$594K +$3.16K +21 +0.5%
CNC
2041
Citizens & Northern Corp
Pennsylvania
$592K -$40K -266 -6%
AA
2042
Advisory Alpha
Michigan
$592K +$261K +1,736 +79%
PA
2043
Probity Advisors
Texas
$591K +$66.7K +443 +13%
BCCM
2044
Bridge Creek Capital Management
Massachusetts
$590K -$561 -8 -0.1%
VIA
2045
Vickerman Investment Advisors
Washington
$585K +$585K +3,890 New
WA
2046
Wealth Architects
California
$584K +$45.6K +303 +8%
CT
2047
Clearstead Trust
Maine
$583K +$10.7K +71 +2%
PA
2048
Perennial Advisors
New York
$580K – – –
AIP
2049
Almanack Investment Partners
Pennsylvania
$580K +$104K +690 +22%
SF
2050
Summit Financial
New Jersey
$578K +$281K +1,871 +95%
80 81
82
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