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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 %
IDA
2176
Intelligence Driven Advisers
California
$453K – – –
DA
2177
DSC Advisors
Illinois
$453K +$43.3K +288 +11%
RHJA
2178
Rice Hall James & Associates
California
$452K -$30.1K -200 -6%
BCM
2179
Birmingham Capital Management
Alabama
$452K – – –
FMP
2180
Financial Management Professionals
Texas
$452K +$58.3K +388 +15%
ACM
2181
Alethea Capital Management
Washington
$451K – – –
TFF
2182
The Family Firm
Maryland
$450K -$70.9K -440 -14%
JFGLC
2183
Johnson Financial Group LLC (Colorado)
Colorado
$450K -$56.8K -378 -11%
AA
2184
Addison Advisors
Vermont
$450K +$1.5K +10 +0.3%
TIM
2185
Tortoise Investment Management
New York
$449K -$8.28K -55 -2%
LAM
2186
LifePro Asset Management
California
$448K +$18.4K +122 +4%
CCIA
2187
Cherry Creek Investment Advisors
Colorado
$448K +$114K +758 +34%
CAL
2188
Capital Advisors Ltd
Ohio
$446K -$18.6K -124 -4%
IWP
2189
Innova Wealth Partners
Pennsylvania
$446K -$7.52K -50 -2%
AIM
2190
Allen Investment Management
New York
$445K +$75.1K +500 +20%
ACM
2191
AUA Capital Management
Pennsylvania
$444K – – –
EWA
2192
ERTS Wealth Advisors
Michigan
$444K – – –
AWM
2193
Accurate Wealth Management
Florida
$443K +$41.4K +265 +10%
SAS
2194
Sanford Advisory Services
Michigan
$442K – – –
AWA
2195
Aaron Wealth Advisors
Illinois
$441K -$9.31K -62 -2%
WA
2196
Winfield Associates
Ohio
$440K -$30.1K -200 -6%
IWA
2197
Inspirion Wealth Advisors
Illinois
$439K – – –
PAM
2198
Premier Asset Management
Illinois
$438K -$39K -259 -8%
SAM
2199
Secure Asset Management
Michigan
$436K -$20K -133 -4%
PWS
2200
Private Wealth Strategies
Ohio
$436K +$2.71K +18 +0.6%
86 87
88
89 90