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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 %
CC
2451
Callan Capital
California
$265K -$28.9K -192 -10%
FCFC
2452
First Citizens Financial Corp
Iowa
$264K -$22.6K -150 -8%
OBGC
2453
O'Brien Greene & Co
Pennsylvania
$264K – – –
HCM
2454
Hollencrest Capital Management
California
$264K – – –
WMA
2455
Wealth Management Associates
New Jersey
$264K +$150 +1 +0.1%
BWM
2456
BigSur Wealth Management
Florida
$263K – – –
CWM
2457
CCG Wealth Management
California
$262K -$45.1K -300 -15%
RAM
2458
Riggs Asset Management
Pennsylvania
$262K – – –
DI
2459
Diligent Investors
California
$262K – – –
GAM
2460
Gemmer Asset Management
California
$261K – – –
NEWAS
2461
N.E.W. Advisory Services
Wisconsin
$261K +$150 +1 +0.1%
IWN
2462
Independent Wealth Network
Iowa
$261K +$261K +1,591 New
CCC
2463
Crescent Capital Consulting
Louisiana
$259K -$165K -1,100 -39%
TIA
2464
Tandem Investment Advisors
South Carolina
$259K -$11K -73 -4%
RCG
2465
Rock Creek Group
District of Columbia
$258K -$154K -1,027 -37%
GSWM
2466
Golden State Wealth Management
California
$258K – – –
NWA
2467
Navis Wealth Advisors
New York
$258K – – –
CA
2468
Cortland Associates
Missouri
$258K – – –
CWM
2469
Campbell Wealth Management
Virginia
$258K +$4.97K +33 +2%
HW
2470
Hedeker Wealth
Illinois
$257K -$1.33M -8,830 -84%
CAM
2471
Congress Asset Management
Massachusetts
$257K -$3.46K -23 -1%
FNC
2472
First National Corp
Massachusetts
$257K +$2.41K +16 +0.9%
PCMI
2473
Paradigm Capital Management Inc
New York
$256K – – –
CCM
2474
Crabel Capital Management
California
$256K +$256K +1,705 New
SWM
2475
Sugarloaf Wealth Management
Georgia
$255K -$2.86K -19 -1%
97 98
99
100 101