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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 %
VRS
501
Virginia Retirement Systems
Virginia
$14M -$21.7M -153,450 -61%
DJSG
502
D.J. St. Germain
Massachusetts
$14M -$219K -1,547 -2%
IAA
503
Independent Advisor Alliance
North Carolina
$14M +$669K +4,732 +5%
SSWM
504
Smith Salley Wealth Management
North Carolina
$13.9M +$2.62M +18,495 +23%
MYAM
505
Meiji Yasuda Asset Management
Japan
$13.9M +$3.82M +26,995 +38%
MCM
506
Maple Capital Management
Vermont
$13.9M -$101K -713 -0.7%
V
507
Veritable
Delaware
$13.8M +$166K +1,175 +1%
FCMC
508
Founders Capital Management (Connecticut)
Connecticut
$13.8M +$174K +1,233 +1%
CIM
509
CCLA Investment Management
United Kingdom
$13.7M -$45.4M -320,759 -77%
MG
510
Markel Group
Virginia
$13.6M – – –
MA
511
Montag & Associates
Georgia
$13.6M -$25K -177 -0.2%
TCM
512
Telos Capital Management
California
$13.6M +$1.17M +8,280 +9%
Mercer Global Advisors
513
Mercer Global Advisors
Colorado
$13.5M +$1.58M +11,175 +13%
KRC
514
Kehrs Ridge Capital
New Jersey
$13.4M -$1.41M -10,000 -10%
NPPM
515
North Point Portfolio Managers
Ohio
$13.4M +$113K +800 +0.9%
DP
516
Dearborn Partners
Illinois
$13.4M -$142K -1,007 -1%
OSIA
517
O'Shares Investment Advisers
Massachusetts
$13.3M -$10.2K -72 -0.1%
Lido Advisors
518
Lido Advisors
California
$13.3M +$2.09M +14,750 +19%
WIA
519
Wealthstreet Investment Advisors
Texas
$13.3M -$297K -2,100 -2%
VW
520
Vantage Wealth
California
$13.2M +$288K +2,035 +2%
GCA
521
Guardian Capital Advisors
Ontario, Canada
$13.2M -$99.5K -700 -0.7%
CTA
522
Colonial Trust Advisors
South Carolina
$13.2M -$184K -1,303 -1%
JC
523
Jacobs & Co
California
$13.1M +$1.19M +8,428 +10%
HFS
524
Haverford Financial Services
Pennsylvania
$13.1M -$67.5K -477 -0.5%
RFA
525
Reilly Financial Advisors
California
$13.1M +$327K +2,312 +3%
19 20
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