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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 %
RCM
1026
RNC Capital Management
California
$3.93M +$25.9K +175 +0.7%
TCA
1027
Transcend Capital Advisors
New Jersey
$3.93M +$1.16M +7,822 +42%
Rafferty Asset Management
1028
Rafferty Asset Management
New York
$3.91M -$215K -1,453 -5%
CT
1029
Coastline Trust
Rhode Island
$3.9M -$65.2K -440 -2%
WSCM
1030
Wellington Shields Capital Management
New York
$3.9M -$2.09M -14,136 -35%
PAM
1031
Peninsula Asset Management
Florida
$3.9M +$10.2K +69 +0.3%
BONH
1032
Bank of New Hampshire
New Hampshire
$3.9M +$3.9M +26,314 New
BMO
1033
Beck Mack & Oliver
New York
$3.9M +$48.2K +325 +1%
BC
1034
Burney Company
Virginia
$3.89M -$105K -706 -3%
AAP
1035
Aristotle Atlantic Partners
Florida
$3.87M +$247K +1,664 +7%
NGA
1036
Naples Global Advisors
Florida
$3.87M -$2.82K -19 -0.1%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$3.85M +$24.2K +163 +0.6%
PI
1038
Pettee Investors
Connecticut
$3.84M -$150K -1,014 -4%
AC
1039
Addison Capital
Pennsylvania
$3.84M +$155K +1,048 +4%
SIM
1040
Stratos Investment Management
Ohio
$3.84M +$362K +2,444 +10%
FP
1041
Factorial Partners
New York
$3.84M -$88.9K -600 -2%
LWANC
1042
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.83M +$25.9K +175 +0.7%
MC
1043
Mathes Company
New York
$3.83M -$100K -675 -3%
TNB
1044
Thomasville National Bank
Georgia
$3.81M +$82.1K +554 +2%
LNC
1045
Lincoln National Corp
Pennsylvania
$3.81M +$265K +1,786 +7%
EFS
1046
Essex Financial Services
Connecticut
$3.81M – – –
BKA
1047
Brick & Kyle Associates
Pennsylvania
$3.81M -$38.3K -260 -1%
DW
1048
Domani Wealth
Pennsylvania
$3.81M -$8.45K -57 -0.2%
UHC
1049
Union Heritage Capital
Michigan
$3.79M – – –
HPIA
1050
Hamilton Point Investment Advisors
North Carolina
$3.77M -$12.4K -84 -0.3%
40 41
42
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