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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 %
GWM
2076
GSB Wealth Management
Connecticut
$543K -$2.61M -17,363 -83%
PCS
2077
Personal CFO Solutions
New Jersey
$543K -$451 -3 -0.1%
FCIM
2078
Fairview Capital Investment Management
California
$543K +$5.56K +37 +1%
CTFG
2079
Capstone Triton Financial Group
Oklahoma
$542K +$98.2K +617 +22%
CWM
2080
Cabot Wealth Management
Massachusetts
$541K – – –
LPIC
2081
LeJeune Puetz Investment Counsel
Michigan
$540K +$150K +999 +39%
BP
2082
Broadleaf Partners
Ohio
$539K – – –
MAG
2083
MRA Advisory Group
New Jersey
$539K +$43.5K +289 +9%
EFG
2084
Everhart Financial Group
Ohio
$538K -$12.2K -81 -2%
HWMG
2085
Hurlow Wealth Management Group
Indiana
$538K – – –
SIA
2086
Soltis Investment Advisors
Utah
$538K +$9.32K +62 +2%
CWM
2087
Connecticut Wealth Management
Connecticut
$538K +$130K +867 +32%
LWM
2088
Liberty Wealth Management
California
$537K +$94.3K +617 +21%
VI
2089
Versor Investments
New York
$536K -$217K -1,439 -29%
CAM
2090
Cubic Asset Management
Massachusetts
$536K – – –
FC
2091
Financial Council
Maryland
$536K +$536K +3,565 New
CWC
2092
Carolinas Wealth Consulting
North Carolina
$534K -$110K -729 -17%
Financial Engines Advisors
2093
Financial Engines Advisors
California
$534K +$89.2K +594 +20%
EBA
2094
Eagle Bay Advisors
New York
$534K +$168K +1,113 +46%
CAM
2095
Covenant Asset Management
New Jersey
$533K -$47.5K -316 -8%
HSWM
2096
Hubbell Strickland Wealth Management
Louisiana
$530K -$7.67K -51 -1%
MPPLM
2097
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$529K +$7.97K +53 +2%
GFP
2098
Gryphon Financial Partners
Ohio
$528K -$31.7K -211 -6%
ZAM
2099
Zevin Asset Management
Massachusetts
$528K +$4.21K +28 +0.8%
Wealth Enhancement Advisory Services
2100
Wealth Enhancement Advisory Services
Minnesota
$528K +$16.6K +103 +3%
82 83
84
85 86