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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 %
TWI
2101
Thomas White International
Illinois
$526K – – –
OL
2102
Optas LLC
Texas
$524K -$34.1K -227 -6%
VCM
2103
Versant Capital Management
Arizona
$522K -$5.57K -37 -1%
BFS
2104
Bickling Financial Services
Massachusetts
$521K -$57.7K -384 -10%
CIP
2105
Convergence Investment Partners
Florida
$521K +$13.7K +91 +3%
RIM
2106
Rockbridge Investment Management
New York
$520K -$9.18K -61 -2%
CBT
2107
Central Bank & Trust
Kentucky
$519K -$7.08K -47 -1%
CWAG
2108
Compton Wealth Advisory Group
Virginia
$518K -$34K -226 -6%
CHA
2109
Cooper/Haims Advisors
New York
$516K -$37.6K -250 -7%
FIM
2110
Freedom Investment Management
Connecticut
$516K +$26K +173 +5%
APC
2111
Aspire Private Capital
North Carolina
$514K -$13.1K -87 -2%
IFWM
2112
Institute for Wealth Management
Colorado
$512K – – –
LA
2113
LexAurum Advisors
Kansas
$512K +$601 +4 +0.1%
SGI
2114
Summit Global Investments
Utah
$511K -$227K -1,513 -31%
CIG
2115
Cairn Investment Group
Washington
$511K – – –
AFM
2116
Andesa Financial Management
Pennsylvania
$510K -$3K -20 -0.6%
SIM
2117
SSI Investment Management
California
$510K – – –
MIC
2118
Meridian Investment Counsel
California
$509K -$133K -885 -21%
CHAM
2119
Clear Harbor Asset Management
Connecticut
$509K – – –
EGM
2120
Engineers Gate Manager
New York
$504K -$274K -1,823 -35%
RFM
2121
Royal Fund Management
Florida
$504K +$15.5K +103 +3%
DI
2122
Disciplined Investments
Oklahoma
$504K +$30.1K +200 +6%
FPCP
2123
Fort Point Capital Partners
California
$503K +$18.3K +122 +4%
JFA
2124
Johanson Financial Advisors
California
$503K +$21.5K +143 +4%
STA
2125
Summit Trail Advisors
New York
$503K +$42.9K +285 +9%
83 84
85
86 87