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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 %
SGK
2301
Steigerwald Gordon & Koch
Virginia
$362K +$150 +1 +0%
CSWG
2302
Cardinal Strategic Wealth Guidance
Kentucky
$361K -$22.4K -149 -6%
RIG
2303
RiverFront Investment Group
Virginia
$361K -$8.27K -55 -2%
SOAMC
2304
Spirit of America Management Corp
New York
$361K – – –
I2I
2305
Insight 2811 Inc
Illinois
$360K +$6.01K +40 +2%
AWM
2306
Atticus Wealth Management
Florida
$359K +$12.2K +81 +4%
CCC
2307
Chelsea Counsel Company
California
$358K – – –
HA
2308
HYA Advisors
Missouri
$357K – – –
FFS
2309
Founders Financial Securities
Maryland
$356K -$47.2K -314 -12%
KLI
2310
Kelman-Lazarov Inc
Tennessee
$356K -$11.4K -76 -3%
CWM
2311
Centric Wealth Management
Illinois
$356K +$150 +1 +0%
MME
2312
Meag Munich Ergo
Germany
$355K -$5.73M -38,089 -94%
Marshall Wace
2313
Marshall Wace
United Kingdom
$355K -$2.97M -19,701 -89%
HWA
2314
Heartwood Wealth Advisors
Virginia
$355K +$1.35K +9 +0.4%
QWM
2315
QP Wealth Management
New Jersey
$354K +$151 +1 +0%
AA
2316
ALPS Advisors
Colorado
$352K -$28.3K -188 -7%
CIA
2317
Cascade Investment Advisors
Oregon
$352K – – –
AFS
2318
Axiom Financial Strategies
Indiana
$351K +$8.11K +54 +2%
ABTD
2319
Arvest Bank Trust Division
Oklahoma
$351K +$26.9K +179 +8%
RW
2320
Rede Wealth
Virginia
$351K +$30.1K +200 +9%
MC
2321
Machina Capital
France
$351K +$140K +932 +67%
TWM
2322
Tradition Wealth Management
Minnesota
$350K +$301 +2 +0.1%
HGWM
2323
Horst & Graben Wealth Management
Oregon
$350K +$2.41K +16 +0.7%
AF
2324
Alerus Financial
North Dakota
$348K -$10.7K -71 -3%
LDFR
2325
Lehman & Derafelo Financial Resources
Pennsylvania
$347K -$60.1K -400 -15%
91 92
93
94 95