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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 %
SFA
2051
Souders Financial Advisors
Ohio
$578K -$23.5K -156 -4%
RP
2052
Rice Partnership
Hawaii
$578K +$51.2K +340 +10%
ALAM
2053
Asahi Life Asset Management
Japan
$570K -$30.1K -200 -5%
CCM
2054
Compass Capital Management
Minnesota
$570K – – –
TCM
2055
Tanaka Capital Management
New York
$568K -$3.01K -20 -0.5%
CFA
2056
Capstone Financial Advisors
Illinois
$567K -$23.6K -157 -4%
PWM
2057
PBMares Wealth Management
Virginia
$567K +$1.5K +10 +0.3%
QPWM
2058
Quadrant Private Wealth Management
Pennsylvania
$562K -$25.6K -170 -4%
WW
2059
Waterfront Wealth
Kansas
$562K +$14K +93 +3%
LSC
2060
Lesa Sroufe & Co
Washington
$561K – – –
SWP
2061
Strategic Wealth Partners
Ohio
$561K +$211K +1,403 +60%
TIAM2
2062
Tru Independence Asset Management 2
Oregon
$560K -$23.5K -156 -4%
RFN
2063
RDA Financial Network
Iowa
$559K +$26.8K +178 +5%
RWP
2064
Ridgecrest Wealth Partners
California
$559K +$101K +675 +22%
FNBOH
2065
First National Bank of Hutchinson
Kansas
$558K +$2.25K +15 +0.4%
ISWM
2066
Independent Solutions Wealth Management
New York
$557K +$14.6K +97 +3%
PIP
2067
Peachtree Investment Partners
Florida
$557K +$26.5K +176 +5%
BOS
2068
Bank of Stockton
California
$556K -$21.9K -146 -4%
PIMG
2069
Patriot Investment Management Group
Tennessee
$554K +$6.76K +45 +1%
SFG
2070
SNS Financial Group
Minnesota
$552K -$3.15K -21 -0.6%
UCI
2071
Uncommon Cents Investing
Wisconsin
$552K +$52.6K +350 +11%
NQWM
2072
Northwest Quadrant Wealth Management
Oregon
$551K -$12.7K -83 -2%
SIC
2073
Sigma Investment Counselors
Michigan
$551K -$2.86K -19 -0.5%
SFWA
2074
Summit Financial Wealth Advisors
Louisiana
$549K – – –
OFG
2075
Oxford Financial Group
Indiana
$546K -$615K -4,086 -53%
81 82
83
84 85