PEP icon

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 %
LC
2126
Landaas & Company
Wisconsin
$500K +$4.06K +27 +0.8%
AWP
2127
Abacus Wealth Partners
California
$499K -$26.6K -177 -5%
CBFP
2128
Cedar Brook Financial Partners
Ohio
$498K +$20.2K +134 +4%
SFG
2129
StrategIQ Financial Group
Indiana
$497K +$19K +126 +4%
CMO
2130
Covenant Multifamily Offices
Texas
$495K +$94.9K +628 +24%
BWM
2131
Birchcreek Wealth Management
Ohio
$494K – – –
LWM
2132
Loveless Wealth Management
Montana
$494K +$29.4K +195 +6%
ACM
2133
AlphaCrest Capital Management
New York
$493K -$147K -980 -23%
SAMC
2134
Spectrum Asset Management (California)
California
$493K -$9.17K -61 -2%
NW
2135
NewEdge Wealth
Pennsylvania
$493K +$493K +3,278 New
AA
2136
Alesco Advisors
New York
$492K – – –
MCA
2137
Morris Capital Advisors
Pennsylvania
$488K -$36.6K -243 -7%
TCM
2138
Tradewinds Capital Management
Washington
$487K +$207K +1,376 +74%
AWA
2139
Arkadios Wealth Advisors
Georgia
$486K -$708K -4,711 -59%
PD
2140
Planning Directions
Pennsylvania
$486K +$2.41K +16 +0.5%
WGA
2141
Weather Gauge Advisory
Virginia
$483K -$25.7K -171 -5%
IIM
2142
Ironwood Investment Management
Massachusetts
$482K -$9.03K -60 -2%
CAMG
2143
CWA Asset Management Group
Florida
$481K +$20.6K +137 +4%
SFP
2144
Shepherd Financial Partners
Massachusetts
$480K – – –
DC
2145
DeDora Capital
California
$479K -$35.4K -235 -7%
PWAC
2146
Private Wealth Advisors (California)
California
$479K +$2.42K +15 +0.5%
DIP
2147
DT Investment Partners
Pennsylvania
$479K +$27.5K +183 +6%
JCIA
2148
Jackson Creek Investment Advisors
Colorado
$478K -$21K -140 -4%
VRM
2149
Vectors Research Management
New York
$478K -$15.1K -100 -3%
HC
2150
HNP Capital
New York
$478K -$15.1K -100 -3%
84 85
86
87 88