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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 %
GC
2276
Garde Capital
Washington
$380K – – –
AWA
2277
Alaska Wealth Advisors
Alaska
$380K +$5.72K +38 +2%
WDG
2278
Wealth Dimensions Group
Ohio
$379K -$9.62K -64 -2%
BWA
2279
Burt Wealth Advisors
Maryland
$379K +$751 +5 +0.2%
DMC
2280
Drexel Morgan & Co
Pennsylvania
$376K – – –
DOA
2281
D'Orazio & Associates
Virginia
$375K +$55.3K +368 +17%
SFG
2282
Sunburst Financial Group
Alabama
$373K +$753 +5 +0.2%
DFG
2283
Demars Financial Group
Washington
$372K -$22.1K -147 -6%
AA
2284
AlphaMark Advisors
Kentucky
$371K -$15K -100 -4%
AAP
2285
Arax Advisory Partners
Colorado
$370K +$15.8K +105 +4%
CWS
2286
Cypress Wealth Services
California
$369K -$131K -868 -26%
BWA
2287
Beam Wealth Advisors
Louisiana
$369K +$13.1K +87 +4%
HC
2288
Hamilton Capital
Ohio
$369K +$103K +686 +39%
SIC
2289
Samalin Investment Counsel
New York
$368K +$903 +6 +0.2%
ECAM
2290
East Coast Asset Management
Massachusetts
$367K – – –
MSR
2291
Main Street Research
Connecticut
$366K -$49.8K -331 -12%
KP
2292
Keel Point
Alabama
$366K -$1.95K -13 -0.5%
GPWA
2293
Great Point Wealth Advisors
Massachusetts
$366K +$65.3K +434 +22%
NED
2294
Nancy E. Dempze
$365K -$6.62K -44 -2%
VFM
2295
Vivid Financial Management
California
$365K – – –
JAFL
2296
Jay A. Fishman Ltd
Michigan
$364K – – –
LC
2297
Lindbrook Capital
California
$364K +$1.2K +8 +0.3%
WLIM
2298
White Lighthouse Investment Management
Massachusetts
$362K -$29.1K -194 -7%
FSA
2299
Fort Sheridan Advisors
Illinois
$362K -$8.73K -58 -2%
FNBOSM
2300
First National Bank of South Miami
Florida
$362K -$1.65K -11 -0.5%
90 91
92
93 94