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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 %
CCM
901
Coldstream Capital Management
Washington
$5.05M -$146K -986 -3%
TC
902
Telemus Capital
Michigan
$5.04M -$160K -1,083 -3%
HFM
903
Hartford Financial Management
Connecticut
$5.03M +$70.1K +473 +1%
DWM
904
Dorchester Wealth Management
Quebec, Canada
$5.01M -$116K -780 -2%
BBA
905
BLB&B Advisors
Pennsylvania
$5M +$42.7K +288 +0.9%
JWM
906
JGP Wealth Management
Oregon
$5M -$272K -1,833 -5%
FCT
907
Family Capital Trust
Massachusetts
$4.98M -$2.82K -19 -0.1%
PFSC
908
Peoples Financial Services Corp
Pennsylvania
$4.97M +$43.7K +295 +0.9%
LBC
909
Lawrence B. Cohen
$4.97M -$86.1K -581 -2%
RIM
910
Reliant Investment Management
Tennessee
$4.96M -$73.3K -495 -1%
SMG
911
Spectrum Management Group
Indiana
$4.95M +$125K +841 +3%
HAC
912
Harbor Advisory Corp
New Hampshire
$4.95M +$86.7K +585 +2%
VWM
913
Valley Wealth Managers
New Jersey
$4.93M +$189K +1,278 +4%
BIC
914
Beach Investment Counsel
Pennsylvania
$4.92M – – –
EGA
915
Eagle Global Advisors
Texas
$4.89M -$21.5K -145 -0.4%
KNW
916
Kesler Norman & Wride
Utah
$4.89M -$1.9M -12,090 -28%
UR
917
USCA RIA
Texas
$4.88M -$30.4K -205 -0.6%
AWM
918
Aevitas Wealth Management
Massachusetts
$4.88M +$104K +704 +2%
FPFS
919
First Personal Financial Services
North Carolina
$4.86M -$53K -358 -1%
PFO
920
Pathstone Family Office
New Jersey
$4.85M +$216K +1,457 +5%
RMAM
921
Raab & Moskowitz Asset Management
New Jersey
$4.84M -$32K -216 -0.7%
TCM
922
Twin Capital Management
Pennsylvania
$4.84M -$702K -4,735 -13%
WP
923
WMS Partners
Maryland
$4.83M -$37.5K -253 -0.8%
SCA
924
Stokes Capital Advisors
South Carolina
$4.81M +$150K +1,011 +3%
OHIS
925
Oak Harvest Investment Services
Texas
$4.8M +$484K +3,268 +11%
35 36
37
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