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PepsiCo
PEP

Overview Fund Activity

2,701 hedge funds and large institutions have $139B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,209 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,701
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
47.56%
Holding in Top 10
110
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-24.14%
% of All Funds
1.94%
New
133
Increased
1,209
Reduced
1,086
Closed
110
Calls
$1.19B
Puts
$1.18B
Net Calls
+$10.5M
Net Calls Change
+$190M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$639M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$591M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$450M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$444M
5
MAM
Magellan Asset Management
Australia
+$372M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$602M
2
State Street
State Street
Massachusetts
-$487M
3
Franklin Resources
Franklin Resources
California
-$383M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$213M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
2476
PGIM Custom Harvest
New Jersey
$235K – – –
BIA
2477
Barry Investment Advisors
Massachusetts
$235K +$992 +7 +0.4%
HPC
2478
Hobart Private Capital
North Carolina
$234K -$109K -769 -32%
PWM
2479
PRW Wealth Management
Massachusetts
$234K – – –
CP
2480
Camelot Portfolios
Ohio
$234K +$424 +3 +0.2%
CFSG
2481
Community Financial Services Group
Vermont
$233K – – –
VCWA
2482
Vanguard Capital Wealth Advisors
Colorado
$233K +$28.8K +201 +14%
TF
2483
TimeScale Financial
Massachusetts
$232K -$48.5K -343 -17%
CC
2484
Callan Capital
California
$232K -$15.6K -110 -6%
SL
2485
Salomon & Ludwin
Virginia
$231K -$21.6K -153 -9%
DWM
2486
Darwin Wealth Management
Florida
$231K -$7.33K -52 -3%
LWA
2487
Lenox Wealth Advisors
New York
$231K -$424 -3 -0.2%
FCM
2488
Firestone Capital Management
Florida
$231K – – –
JF
2489
JSF Financial
California
$231K +$14K +99 +6%
LCOV
2490
London Company of Virginia
Virginia
$230K -$66K -466 -22%
ISWM
2491
Independent Solutions Wealth Management
New York
$230K -$22.2K -157 -9%
NFSG
2492
Newbridge Financial Services Group
Florida
$229K +$9.07K +64 +4%
CAM
2493
Campion Asset Management
Virginia
$229K +$229K +1,620 New
WCM
2494
Wallace Capital Management
Texas
$228K -$14.3K -100 -6%
PCM
2495
Pennsylvania Capital Management
Pennsylvania
$228K – – –
BFA
2496
Beacon Financial Advisory
Ohio
$227K -$16.8K -119 -7%
PWAG
2497
Polaris Wealth Advisory Group
California
$227K +$15.7K +110 +7%
CFO
2498
Collective Family Office
Pennsylvania
$227K +$227K +1,608 New
AC
2499
Avestar Capital
New York
$226K -$5.97K -42 -3%
LFS
2500
Legacy Financial Strategies
Kansas
$226K -$2.27K -16 -1%
98 99
100
101 102