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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 %
FDS
2151
First Dallas Securities
Texas
$477K +$60.2K +400 +14%
HHGA
2152
Halbert Hargrove Global Advisors
California
$475K -$9.17K -61 -2%
SFG
2153
Sovereign Financial Group
Connecticut
$473K -$105K -699 -18%
BA
2154
Ballast Advisors
Minnesota
$473K -$2.11K -14 -0.4%
GLA
2155
Good Life Advisors
Pennsylvania
$473K +$71.6K +476 +18%
D
2156
Diversified
Delaware
$470K +$150 +1 +0%
MA
2157
Mezzasalma Advisors
New Jersey
$470K +$3.91K +26 +0.8%
OFS
2158
Oldfather Financial Services
Nebraska
$469K +$15.5K +95 +3%
LFG
2159
Larson Financial Group
Missouri
$467K +$179K +1,191 +62%
GAMC
2160
Garner Asset Management Corp
Texas
$466K – – –
MIM
2161
Marco Investment Management
Georgia
$466K +$5.86K +39 +1%
SFI
2162
SPC Financial Inc
Maryland
$464K -$15K -100 -3%
TFM
2163
TFC Financial Management
Massachusetts
$462K – – –
SSA
2164
South Street Advisors
New York
$461K – – –
SFP
2165
Sterling Financial Planning
New Jersey
$459K -$22.1K -147 -5%
1WA
2166
180 Wealth Advisors
Washington
$459K -$10.8K -68 -2%
DIM
2167
Delta Investment Management
California
$459K +$150 +1 +0%
TCM
2168
Traynor Capital Management
Pennsylvania
$459K +$148K +984 +48%
MIM
2169
Merrion Investment Management
New Jersey
$458K – – –
LB
2170
Leo Brokerage
Texas
$457K -$25K -166 -5%
PWMG
2171
Prestige Wealth Management Group
New Jersey
$456K +$71.8K +477 +19%
RB
2172
Renasant Bank
Mississippi
$455K -$1.05K -7 -0.2%
TC
2173
Tacita Capital
Ontario, Canada
$455K – – –
DS
2174
DRW Securities
Illinois
$454K -$288K -1,919 -39%
FSG
2175
Financial Strategies Group
Michigan
$454K +$89.1K +592 +24%
85 86
87
88 89