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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 %
GTCM
2226
Gyon Technologies Capital Management
New Jersey
$412K +$46.2K +307 +13%
KCM
2227
Kathmere Capital Management
Pennsylvania
$412K +$155K +1,028 +60%
FPWM
2228
FSB Premier Wealth Management
Iowa
$411K -$41.2K -274 -9%
FFWM
2229
Future Financial Wealth Management
Ohio
$410K – – –
BAMG
2230
Brand Asset Management Group
Missouri
$409K – – –
HA
2231
Harborview Advisors
Maine
$409K – – –
BHB
2232
Bank Hapoalim BM
Israel
$407K -$93K -618 -19%
VC
2233
Veracity Capital
Georgia
$407K -$52.3K -348 -11%
HCA
2234
Heck Capital Advisors
Wisconsin
$406K -$6.17K -41 -1%
TW
2235
TrinityPoint Wealth
Connecticut
$406K -$39.4K -262 -9%
TC
2236
Toews Corporation
New Jersey
$406K +$406K +2,700 New
KFA
2237
Krane Funds Advisors
New York
$405K -$150K -997 -27%
BOS
2238
Bingham Osborn & Scarborough
California
$405K +$16.4K +109 +4%
MCM
2239
MV Capital Management
Maryland
$403K +$26.1K +174 +7%
AIFAIM
2240
American Institute for Advanced Investment Management
Arizona
$402K -$26.3K -175 -6%
LD
2241
Lipe & Dalton
New York
$401K – – –
AC
2242
Apella Capital
Connecticut
$399K -$119K -791 -23%
SFS
2243
Summit Financial Strategies
Ohio
$399K +$11K +73 +3%
KFP
2244
KB Financial Partners
New Jersey
$399K +$33.1K +220 +9%
RTC
2245
Riverview Trust Company
Washington
$398K – – –
LK
2246
Lumbard & Kellner
New Hampshire
$397K – – –
IFG
2247
Investors Financial Group
Minnesota
$397K – – –
TFGT
2248
TS Financial Group (TSFG)
Illinois
$395K +$151 +1 +0%
TFA
2249
Trinity Financial Advisors
Ohio
$394K – – –
KF
2250
Krilogy Financial
Missouri
$394K +$1.95K +13 +0.5%
88 89
90
91 92