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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 %
AM
2376
Atwater Malick
Pennsylvania
$308K – – –
BCM
2377
Blume Capital Management
California
$305K +$18.1K +120 +6%
SOW
2378
State of Wyoming
Wyoming
$305K +$108K +720 +55%
NWM
2379
Northwest Wealth Management
Iowa
$304K -$811K -5,400 -73%
KWM
2380
Keebeck Wealth Management
Illinois
$304K -$69K -459 -19%
LA
2381
Legacy Advisors
Pennsylvania
$304K +$17.8K +118 +6%
BCP
2382
Berkeley Capital Partners
Georgia
$303K +$3.16K +21 +1%
WOSD
2383
WFA of San Diego
California
$303K +$20.9K +139 +7%
PC
2384
Port Capital
Illinois
$302K -$67.6K -450 -18%
JHP
2385
James Hambro & Partners
United Kingdom
$302K +$36.1K +240 +14%
WQ
2386
Wealth Quarterback
New Jersey
$301K -$753 -5 -0.2%
BAS
2387
Brown Advisory Securities
Maryland
$300K -$643K -4,286 -68%
VCM
2388
Vision Capital Management
Oregon
$299K – – –
HA
2389
Harfst & Associates
Wyoming
$299K – – –
MWP
2390
Meridian Wealth Partners
Pennsylvania
$298K -$6.18K -41 -2%
JPMIA
2391
J.P. Marvel Investment Advisors
Massachusetts
$298K – – –
JF
2392
JSF Financial
California
$298K +$34.6K +230 +13%
SC
2393
Scholtz & Company
Connecticut
$297K -$135K -900 -31%
POIA
2394
Pin Oak Investment Advisors
Texas
$296K – – –
AIP
2395
Ahrens Investment Partners
Louisiana
$295K – – –
BFA
2396
Beacon Financial Advisory
Ohio
$295K +$301 +2 +0.1%
EP
2397
Edgestream Partners
New Jersey
$294K -$1.39M -9,274 -83%
FWM
2398
Focused Wealth Management
New York
$294K +$903 +6 +0.3%
KM
2399
Kalos Management
Georgia
$294K +$28K +179 +11%
FPIS
2400
Financial Planning & Information Services
Wisconsin
$293K +$3.61K +24 +1%
94 95
96
97 98