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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 %
WIC
2251
Whitegate Investment Counselors
New Hampshire
$394K +$3K +20 +0.8%
WCM
2252
Wedge Capital Management
North Carolina
$394K +$394K +2,617 New
RP
2253
Rowlandmiller & Partners
Georgia
$393K +$40.3K +305 +11%
AWS
2254
Arkfeld Wealth Strategies
Nebraska
$392K – – –
CM
2255
Columbus Macro
Pennsylvania
$391K -$4.82K -32 -1%
MAM
2256
MMA Asset Management
Pennsylvania
$391K – – –
BCM
2257
Bluefin Capital Management
New York
$391K +$391K +2,600 New
BB
2258
Bell Bank
North Dakota
$390K -$19.7K -131 -5%
FA
2259
Fagan Associates
New York
$390K +$301 +2 +0.1%
QCM
2260
Quest Capital Management
Texas
$389K +$2.56K +17 +0.7%
OWM
2261
Opes Wealth Management
California
$388K -$6.92K -46 -2%
SA
2262
SL Advisors
New Jersey
$388K -$6.17K -41 -2%
UBG
2263
United Bank (Georgia)
Georgia
$388K -$3.76K -25 -1%
PGA
2264
Portland Global Advisors
Maine
$387K – – –
DBRC
2265
D.B. Root & Company
Pennsylvania
$386K +$1.5K +10 +0.4%
BMM
2266
Buffington Mohr McNeal
Idaho
$385K +$88.1K +585 +30%
MA
2267
MONECO Advisors
Connecticut
$385K +$93.7K +623 +32%
OPOWM
2268
One Plus One Wealth Management
Florida
$384K -$37.6K -250 -9%
EIG
2269
Ellenbecker Investment Group
Wisconsin
$384K -$6.31K -42 -2%
BA
2270
Ballew Advisors
Mississippi
$384K +$156 +1 +0%
KIG
2271
Kowal Investment Group
Wisconsin
$383K +$2.41K +16 +0.6%
ACA
2272
Ackerman Capital Advisors
Texas
$382K – – –
BSSFA
2273
Baron Silver Stevens Financial Advisors
Florida
$381K -$146K -973 -28%
WCG
2274
Weaver Consulting Group
California
$381K +$17.6K +117 +5%
FA
2275
Fermata Advisors
California
$381K +$64.9K +431 +21%
89 90
91
92 93