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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 %
FFG
2201
Frisch Financial Group
New York
$434K -$70.8K -471 -14%
PPW
2202
Parcion Private Wealth
Washington
$433K +$14.4K +91 +3%
MGWM
2203
Marks Group Wealth Management
Minnesota
$433K +$221K +1,470 +104%
PPP
2204
Private Portfolio Partners
New Jersey
$433K -$25K -166 -5%
PCM
2205
Pointe Capital Management
Michigan
$432K +$7.53K +50 +2%
RC
2206
Rinet Company
Massachusetts
$431K -$21.8K -145 -5%
SFC
2207
SYM Financial Corp
Indiana
$431K +$13.2K +88 +3%
CWA
2208
Cornerstone Wealth Advisors
Minnesota
$430K +$430K +2,860 New
FMN
2209
Financial Management Network
California
$429K +$1.5K +10 +0.4%
CCFM
2210
Clear Creek Financial Management
Washington
$426K +$24.8K +165 +6%
EAM
2211
Evanson Asset Management
California
$426K +$71.1K +484 +20%
AFIA
2212
America First Investment Advisors
Nebraska
$424K – – –
CGH
2213
CMG Global Holdings
Texas
$421K +$1.36K +9 +0.3%
TW
2214
Transform Wealth
Colorado
$419K -$58.5K -389 -12%
SEIA
2215
Signature Estate & Investment Advisors
California
$419K +$183K +1,215 +77%
FA
2216
Financial Advisors
Massachusetts
$418K +$601 +4 +0.1%
FOA
2217
Five Oceans Advisors
California
$418K +$418K +2,776 New
SEP
2218
Southland Equity Partners
Missouri
$418K +$47.1K +313 +13%
HCMG
2219
Howard Capital Management Group
California
$417K +$18.1K +120 +5%
EBSAM
2220
Eubel Brady & Suttman Asset Management
Ohio
$416K +$1.66K +11 +0.4%
SBF
2221
Sara-Bay Financial
Florida
$415K -$5.86K -39 -1%
OCM
2222
Orion Capital Management
California
$414K – – –
SC
2223
Steph & Co
Wisconsin
$414K – – –
GSIS
2224
Global Strategic Investment Solutions
Arizona
$414K +$17.6K +117 +4%
PP
2225
Professional Planning
California
$412K -$1.2K -8 -0.3%
87 88
89
90 91