PEP icon

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 %
UBPAM
1301
Union Bancaire Privee Asset Management
New York
$2.3M -$1.42M -10,047 -38%
EP
1302
Eudaimonia Partners
Tennessee
$2.3M +$31.3K +221 +1%
DPIM
1303
Duff & Phelps Investment Management
Illinois
$2.29M – – –
BJL
1304
Brighton Jones LLC
Washington
$2.29M +$404K +2,857 +21%
TA
1305
TFG Advisers
Michigan
$2.29M +$82.2K +581 +4%
CAS
1306
Cascadia Advisory Services
Oregon
$2.28M +$2.28M +16,099 New
AFA
1307
AllGen Financial Advisors
Florida
$2.28M +$91.4K +646 +4%
CWM
1308
Cordatus Wealth Management
Pennsylvania
$2.27M +$81.5K +576 +4%
ACG
1309
Allen Capital Group
Nebraska
$2.27M +$375K +2,650 +20%
BOTW
1310
Bank of the West
California
$2.27M -$211K -1,494 -9%
HCM
1311
Hengehold Capital Management
Ohio
$2.27M +$56.4K +399 +3%
OAM
1312
Optimal Asset Management
California
$2.27M -$254K -1,799 -10%
AWM
1313
Aries Wealth Management
Maine
$2.26M +$117K +822 +5%
MSS
1314
Mitchell Sinkler & Starr
Pennsylvania
$2.25M +$34K +240 +2%
MIAN
1315
Mariner Independent Advisor Network
Kansas
$2.24M -$661K -4,676 -23%
FPS
1316
Fieldpoint Private Securities
Connecticut
$2.24M -$15.6K -110 -0.7%
CAAS
1317
Capital Asset Advisory Services
Michigan
$2.23M -$182K -1,286 -8%
BWAM
1318
Boyd Watterson Asset Management
Ohio
$2.21M -$395K -2,794 -15%
BWM
1319
BerganKDV Wealth Management
Minnesota
$2.21M -$52.3K -370 -2%
CAM
1320
Cozad Asset Management
Illinois
$2.2M +$67.1K +474 +3%
AIC
1321
Ameritas Investment Company
Nebraska
$2.2M +$1.51M +10,703 +222%
SFA
1322
Stewardship Financial Advisors
Georgia
$2.19M -$202K -1,431 -8%
VA
1323
Valmark Advisers
Ohio
$2.19M +$205K +1,448 +10%
TI
1324
Truehand Inc
New Hampshire
$2.19M – – –
MWM
1325
Minot Wealth Management
Massachusetts
$2.19M -$1.24M -8,789 -36%
51 52
53
54 55