PEP icon

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 %
TP
1901
Tranquility Partners
Tennessee
$772K -$14.7K -99 -2%
SKK
1902
Shepherd Kaplan Krochuk
Massachusetts
$770K -$88.8K -600 -10%
WI
1903
Wedgewood Investors
Pennsylvania
$769K – – –
CA
1904
Cornerstone Advisory
Maryland
$769K +$12K +81 +2%
CSPAM
1905
Cary Street Partners Asset Management
Virginia
$767K -$4.29M -28,913 -85%
EGM
1906
Engineers Gate Manager
New York
$767K -$239K -1,613 -24%
LB
1907
Legacy Bridge
Iowa
$766K +$51.9K +350 +7%
SICM
1908
Sustainable Insight Capital Management
New York
$761K +$761K +5,133 New
WCM
1909
WealthBridge Capital Management
Ohio
$758K -$73.6K -497 -9%
CRI
1910
Colonial River Investments
Virginia
$757K +$26.4K +178 +4%
PP
1911
PDS Planning
Ohio
$757K +$188K +1,271 +33%
AWAP
1912
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$755K +$4.3K +29 +0.6%
CWM
1913
Circle Wealth Management
New Jersey
$755K +$60.9K +411 +9%
AWA
1914
Alta Wealth Advisors
Massachusetts
$754K – – –
MMHP
1915
Murphy Middleton Hinkle & Parker
Georgia
$752K +$296 +2 +0%
CWP
1916
Concord Wealth Partners
Virginia
$752K +$123K +832 +20%
PCM
1917
Perritt Capital Management
Illinois
$751K – – –
SWA
1918
SFMG Wealth Advisors
Texas
$751K +$22.1K +149 +3%
LIA
1919
LBMC Investment Advisors
Tennessee
$750K +$170K +1,145 +29%
JWM
1920
Jeppson Wealth Management
California
$749K -$28.1K -190 -4%
KMWM
1921
Keudell/Morrison Wealth Management
Oregon
$746K +$28.3K +191 +4%
VI
1922
Versor Investments
New York
$741K +$741K +5,000 New
LFA
1923
Legacy Financial Advisors
Kentucky
$739K +$93.3K +630 +14%
IAP
1924
Indie Asset Partners
Indiana
$736K -$22.2K -150 -3%
LSPW
1925
Lake Street Private Wealth
Illinois
$733K -$27.6K -186 -4%
75 76
77
78 79