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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 %
WCAMG
2401
Woodard & Company Asset Management Group
North Carolina
$293K +$87.3K +580 +42%
TW
2402
Towerpoint Wealth
California
$292K -$601 -4 -0.2%
PDM
2403
Penn Davis McFarland
Texas
$292K – – –
TCPWM
2404
Traverso Chambers Private Wealth Management
California
$291K +$301 +2 +0.1%
BAM
2405
Bellevue Asset Management
Washington
$291K +$608 +4 +0.2%
BWM
2406
Benchmark Wealth Management
Connecticut
$290K – – –
LIM
2407
Lathrop Investment Management
Arkansas
$289K – – –
PWM
2408
Prentice Wealth Management
New York
$289K +$1.65K +11 +0.6%
SHGA
2409
Sand Hill Global Advisors
California
$287K -$196K -1,303 -41%
AIA
2410
Arbor Investment Advisors
North Carolina
$287K +$7.97K +53 +3%
WPW
2411
Warther Private Wealth
Ohio
$286K -$136K -900 -32%
FFG
2412
Ford Financial Group
California
$286K +$300 +2 +0.1%
RWM
2413
Rench Wealth Management
Texas
$286K +$2.11K +14 +0.7%
QTM
2414
qPULA Trading Management
New York
$286K +$286K +1,900 New
KBG
2415
Kahn Brothers Group
New York
$286K – – –
IF
2416
Ironwood Financial
Arizona
$285K – – –
PFA
2417
Pettinga Financial Advisors
Indiana
$283K -$6.01K -40 -2%
WC
2418
Whitney & Co
New York
$283K – – –
SL
2419
Salomon & Ludwin
Virginia
$283K +$6.32K +42 +2%
MM
2420
Meridian Management
Arkansas
$282K – – –
HFP
2421
Holistic Financial Partners
Indiana
$280K – – –
HFG
2422
Heron Financial Group
New York
$279K – – –
SRSA
2423
S.R. Schill & Associates
Washington
$278K – – –
CBOR
2424
Community Bank of Raymore
Missouri
$277K – – –
OBWG
2425
Onyx Bridge Wealth Group
New York
$277K +$55.9K +353 +25%
95 96
97
98 99