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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 %
GCM
2026
Gables Capital Management
Florida
$606K -$469K -3,166 -44%
CWM
2027
Cranbrook Wealth Management
Michigan
$604K -$2.81K -19 -0.5%
FNBSF
2028
First National Bank Sioux Falls
South Dakota
$604K -$1.63K -11 -0.3%
SCA
2029
Sippican Capital Advisors
Massachusetts
$602K – – –
SMH
2030
Sanders Morris Harris
Texas
$600K +$31K +208 +5%
SRAM
2031
Spouting Rock Asset Management
Pennsylvania
$599K -$598K -4,040 -50%
ME
2032
McIlrath & Eck
Washington
$598K +$27.1K +183 +5%
GA
2033
GoalVest Advisory
New York
$595K +$595K +4,013 New
JG
2034
Jefferies Group
New York
$594K +$555K +3,746 +1,419%
SFA
2035
Souders Financial Advisors
Ohio
$593K -$2.3M -15,513 -80%
JFA
2036
JNBA Financial Advisors
Minnesota
$592K +$20.5K +138 +4%
ALAM
2037
Asahi Life Asset Management
Japan
$591K -$65.2K -440 -10%
AWM
2038
AllSquare Wealth Management
New York
$589K -$11.8K -80 -2%
HCM
2039
Hutchinson Capital Management
California
$588K +$5.93K +40 +1%
HAFS
2040
Hapanowicz & Associates Financial Services
Pennsylvania
$587K – – –
BFA
2041
Brendel Financial Advisors
New Hampshire
$585K -$29.6K -200 -5%
SIS
2042
Sound Income Strategies
Florida
$582K +$6.82K +46 +1%
CFA
2043
Capstone Financial Advisors
Illinois
$582K +$66.7K +450 +13%
WBG
2044
Wharton Business Group
Pennsylvania
$581K -$11.9K -80 -2%
QPWM
2045
Quadrant Private Wealth Management
Pennsylvania
$579K – – –
CCA
2046
Childress Capital Advisors
Texas
$576K -$212K -1,431 -27%
TIAM2
2047
Tru Independence Asset Management 2
Oregon
$575K +$296 +2 +0.1%
AA
2048
Apriem Advisors
California
$575K +$65.1K +440 +13%
CAM
2049
Covenant Asset Management
New Jersey
$572K – – –
BFS
2050
Bickling Financial Services
Massachusetts
$571K +$23.3K +157 +4%
80 81
82
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