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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 %
PWA
1201
Phoenix Wealth Advisors
North Carolina
$2.91M +$102K +681 +4%
AC
1202
Asio Capital
Kentucky
$2.91M +$46.1K +311 +2%
TA
1203
Tiedemann Advisors
New York
$2.91M -$67.1K -453 -2%
PG
1204
Patten Group
Tennessee
$2.89M +$10.5K +71 +0.4%
PWM
1205
PRW Wealth Management
Massachusetts
$2.89M +$2.65M +17,878 +1,083%
BSA
1206
Bull Street Advisors
Georgia
$2.88M +$418K +2,824 +17%
HCM
1207
Hodges Capital Management
Texas
$2.87M +$856K +5,777 +42%
PGAM
1208
Princeton Global Asset Management
New Jersey
$2.87M +$16.2K +109 +0.6%
CSA
1209
Cottage Street Advisors
Massachusetts
$2.86M -$28.7K -194 -1%
CCT
1210
Country Club Trust
Missouri
$2.85M +$241K +1,642 +9%
BWP
1211
BSW Wealth Partners
Colorado
$2.85M -$161K -1,088 -5%
ECM
1212
Evergreen Capital Management
Washington
$2.85M +$84K +567 +3%
BOPW
1213
Brandywine Oak Private Wealth
Pennsylvania
$2.85M +$667K +4,505 +31%
BS
1214
Bessemer Securities
New York
$2.84M – – –
PWPS
1215
Pinnacle Wealth Planning Services
Ohio
$2.84M -$2.22K -15 -0.1%
NC
1216
NewSquare Capital
Pennsylvania
$2.83M +$173K +1,169 +7%
ST
1217
Somerset Trust
Pennsylvania
$2.83M +$12K +81 +0.4%
MFG
1218
Merit Financial Group
Georgia
$2.82M -$83.9K -566 -3%
CFA
1219
CWS Financial Advisors
Michigan
$2.82M +$17.3K +117 +0.6%
NC
1220
NovaPoint Capital
Georgia
$2.8M +$116K +781 +4%
BBI
1221
Baxter Bros Inc
Connecticut
$2.8M +$16.9K +114 +0.6%
WKWM
1222
Walter & Keenan Wealth Management
Indiana
$2.8M – – –
SFI
1223
Susquehanna Fundamental Investments
Pennsylvania
$2.79M +$2.79M +18,805 New
JWM
1224
Jupiter Wealth Management
Colorado
$2.78M -$964K -6,250 -26%
AAM
1225
Autus Asset Management
Arizona
$2.77M -$74.1K -500 -3%
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