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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 %
UC
2351
Unio Capital
New Jersey
$331K – – –
WPA
2352
Winning Points Advisors
Florida
$331K +$60.2K +400 +22%
TC
2353
Truvestments Capital
Florida
$330K +$1.95K +13 +0.6%
TLFA
2354
True Link Financial Advisors
California
$328K +$75.2K +500 +30%
PCMC
2355
Paragon Capital Management (Colorado)
Colorado
$327K -$114K -755 -26%
AI
2356
ArchPoint Investors
Florida
$326K +$326K +2,169 New
Tudor Investment Corp
2357
Tudor Investment Corp
Connecticut
$324K +$324K +2,157 New
MFG
2358
Magnus Financial Group
New York
$322K -$3.61K -24 -1%
BBA
2359
Braun-Bostich & Associates
Pennsylvania
$322K +$1.65K +11 +0.5%
AA
2360
Argent Advisors
Louisiana
$322K +$30.1K +200 +10%
WFA
2361
Wade Financial Advisory
California
$321K – – –
RHP
2362
Royal Harbor Partners
Texas
$321K +$2.25K +15 +0.7%
WDL
2363
Well Done LLC
Michigan
$320K +$31.2K +208 +11%
CWP
2364
Concord Wealth Partners
Virginia
$318K -$447K -2,966 -58%
WCWM
2365
Willow Creek Wealth Management
California
$317K +$7.21K +48 +2%
APW
2366
Austin Private Wealth
Texas
$315K +$3.46K +23 +1%
EA
2367
Elm Advisors
California
$314K – – –
SC
2368
Slow Capital
California
$314K +$11.4K +76 +4%
FIA
2369
Foundations Investment Advisors
Arizona
$313K -$26.3K -174 -8%
TVAMP
2370
Tennessee Valley Asset Management Partners
Tennessee
$313K +$313K +2,082 New
CWM
2371
Curi Wealth Management
North Carolina
$312K -$20.6K -137 -6%
BCA
2372
Biltmore Capital Advisors
New Jersey
$312K – – –
ACA
2373
Affinity Capital Advisors
California
$311K +$37.6K +250 +14%
LPWM
2374
Lake Point Wealth Management
Texas
$309K – – –
SAM
2375
Shikiar Asset Management
New York
$308K – – –
93 94
95
96 97