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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 %
MIC
2001
Meridian Investment Counsel
California
$633K – – –
NAMM
2002
NorthStar Asset Management (Massachusetts)
Massachusetts
$632K +$632K +4,266 New
ACP
2003
Aveo Capital Partners
Colorado
$632K +$17.4K +117 +3%
ACM
2004
AlphaCrest Capital Management
New York
$631K -$838K -5,662 -57%
CWA
2005
Clearview Wealth Advisors
Oregon
$631K +$13.5K +91 +2%
APWM
2006
Atlas Private Wealth Management
New York
$631K +$122K +821 +24%
NIM
2007
Nexus Investment Management
Ontario, Canada
$630K – – –
HIS
2008
Harvest Investment Services
Illinois
$628K +$8.14K +55 +1%
VCM
2009
Vivaldi Capital Management
Illinois
$627K -$97.5K -623 -13%
C
2010
Certuity
Florida
$627K +$48.9K +330 +8%
BWA
2011
BDO Wealth Advisors
Florida
$626K +$296 +2 +0%
HKAM
2012
Horizon Kinetics Asset Management
New York
$625K +$2.07K +14 +0.3%
CNC
2013
Citizens & Northern Corp
Pennsylvania
$623K -$44.5K -300 -7%
PIM
2014
Profit Investment Management
Maryland
$623K – – –
AIA
2015
Angeles Investment Advisors
California
$622K – – –
TIA
2016
Traphagen Investment Advisors
New Jersey
$620K -$21K -142 -3%
CICI
2017
Capital Investment Counsel Inc
North Carolina
$619K – – –
GWAM
2018
Guardian Wealth Advisors (Minnesota)
Minnesota
$618K -$5.49K -37 -0.9%
HC
2019
Hourglass Capital
Texas
$618K – – –
FWP
2020
FAS Wealth Partners
Kansas
$618K +$165K +1,116 +37%
PWM
2021
Paulson Wealth Management
Illinois
$616K +$9.63K +65 +2%
OQS
2022
Occudo Quantitative Strategies
Florida
$613K +$613K +4,139 New
RPWA
2023
Regent Peak Wealth Advisors
Georgia
$612K +$32.8K +209 +6%
PCIA
2024
Prime Capital Investment Advisors
Kansas
$607K -$660K -4,460 -52%
BRG
2025
Bay Rivers Group
Virginia
$607K -$18.2K -123 -3%
79 80
81
82 83