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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 %
SGCA
2426
Steel Grove Capital Advisors
Tennessee
$277K +$277K +1,841 New
GWM
2427
Gray Wealth Management
Maine
$276K -$5.11K -34 -2%
CF
2428
Corrigan Financial
Rhode Island
$276K – – –
GAB
2429
German American Bancorp
Indiana
$275K -$30K -200 -10%
SFA
2430
Source Financial Advisors
New York
$275K +$600 +4 +0.2%
MGIM
2431
M&G Investment Management
United Kingdom
$275K +$20.1K +133,851 +8%
P
2432
&Partners
Tennessee
$274K +$40.8K +272 +18%
HIP
2433
HUB Investment Partners
Texas
$273K -$101K -670 -27%
SWA
2434
Sax Wealth Advisors
New Jersey
$272K – – –
WFA
2435
Wellspring Financial Advisors
Ohio
$272K +$2.71K +18 +1%
OWM
2436
Orgel Wealth Management
Wisconsin
$272K +$3.31K +22 +1%
RTS
2437
Round Table Services
New Jersey
$272K +$3.62K +24 +1%
FP
2438
Factorial Partners
New York
$271K -$3.63M -24,100 -93%
NJBEST
2439
New Jersey Better Educational Savings Trust
New Jersey
$271K – – –
CA
2440
Centerpoint Advisors
Massachusetts
$270K -$10.1K -67 -4%
PRWA
2441
Platte River Wealth Advisors
Colorado
$270K – – –
SAM
2442
Security Asset Management
New York
$268K – – –
SCM
2443
Spreng Capital Management
Ohio
$268K – – –
OCPWS
2444
One Charles Private Wealth Services
Massachusetts
$268K – – –
AIS
2445
AM Investment Strategies
Tennessee
$268K +$603 +4 +0.2%
IF
2446
Insight Folios
North Carolina
$268K +$32.8K +218 +14%
CCT
2447
Capital City Trust
Florida
$267K -$34.3K -228 -11%
TF
2448
Trek Financial
Arizona
$267K -$751 -5 -0.3%
ACM
2449
Armbruster Capital Management
New York
$267K – – –
HFM
2450
Harvest Fund Management
China
$266K +$85.5K +569 +47%
96 97
98
99 100