PEP icon

PepsiCo
PEP

Overview Fund Activity

2,741 hedge funds and large institutions have $146B invested in PepsiCo in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,205 increasing their positions, 1,064 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,741
Holders Change
+40
Holders Change %
+1.48%
% of All Funds
47.85%
Holding in Top 10
105
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.55%
% of All Funds
1.83%
New
145
Increased
1,205
Reduced
1,064
Closed
73
Calls
$1.16B
Puts
$1.41B
Net Calls
-$250M
Net Calls Change
-$260M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$975M
2
American Century Companies
American Century Companies
Missouri
+$264M
3
Charles Schwab
Charles Schwab
California
+$185M
4
YAM
Yacktman Asset Management
Texas
+$172M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$159M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$321M
2
VAM
Vontobel Asset Management
New York
-$271M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$242M
4
Two Sigma Investments
Two Sigma Investments
New York
-$211M
5
Norges Bank
Norges Bank
Norway
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
2476
Wealth Management Associates
New Jersey
$260K +$260K +1,753 New
BWM
2477
BigSur Wealth Management
Florida
$259K – – –
MCM
2478
Magnolia Capital Management
New York
$259K – – –
JF
2479
JSF Financial
California
$259K +$17.2K +116 +7%
LIG
2480
Lokken Investment Group
Delaware
$258K -$8.45K -57 -3%
RAM
2481
Riggs Asset Management
Pennsylvania
$258K – – –
KM
2482
Kalos Management
Georgia
$257K -$74K -490 -22%
FC
2483
Financial Consulate
Maryland
$257K +$444 +3 +0.2%
GAM
2484
Gemmer Asset Management
California
$257K +$3.26K +22 +1%
CAM
2485
Congress Asset Management
Massachusetts
$257K +$3.41K +23 +1%
OWA
2486
Opal Wealth Advisors
New York
$257K +$29.6K +200 +13%
NEWAS
2487
N.E.W. Advisory Services
Wisconsin
$257K +$257K +1,736 New
BWFA
2488
Baltimore-Washington Financial Advisors
Maryland
$256K +$22.6K +153 +10%
CA
2489
Cortland Associates
Missouri
$255K -$742 -5 -0.3%
GSWM
2490
Golden State Wealth Management
California
$254K -$23.4K -158 -8%
NWA
2491
Navis Wealth Advisors
New York
$254K – – –
SWM
2492
Sugarloaf Wealth Management
Georgia
$254K +$3.41K +23 +1%
KCM
2493
Kathmere Capital Management
Pennsylvania
$253K – – –
CFO
2494
Collective Family Office
Pennsylvania
$253K +$14.8K +100 +6%
PCMI
2495
Paradigm Capital Management Inc
New York
$252K – – –
MGIM
2496
M&G Investment Management
United Kingdom
$251K +$52.7K +355,861 +27%
CIC
2497
Cornercap Investment Counsel
Georgia
$251K -$65.8K -444 -21%
CP
2498
Coho Partners
Pennsylvania
$251K -$4.14K -28 -2%
YMRC
2499
Yorktown Management & Research Company
Virginia
$251K – – –
TLFA
2500
True Link Financial Advisors
California
$249K -$549K -3,703 -69%
98 99
100
101 102