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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 %
PA
2051
Perennial Advisors
New York
$571K +$29.9K +202 +6%
BOS
2052
Bank of Stockton
California
$570K -$2.52K -17 -0.4%
ICM
2053
IMS Capital Management
Oregon
$565K +$208K +1,401 +58%
CT
2054
Clearstead Trust
Maine
$564K – – –
TCM
2055
Tanaka Capital Management
New York
$562K – – –
CCWA
2056
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$562K +$562K +3,794 New
CCM
2057
Compass Capital Management
Minnesota
$561K – – –
KS
2058
Karpas Strategies
Connecticut
$561K – – –
SP
2059
Successful Portfolios
Florida
$559K +$1.48K +10 +0.3%
PWM
2060
PBMares Wealth Management
Virginia
$557K – – –
LSC
2061
Lesa Sroufe & Co
Washington
$552K – – –
OL
2062
Optas LLC
Texas
$549K +$8.87K +60 +2%
FNBOH
2063
First National Bank of Hutchinson
Kansas
$548K -$40.6K -274 -7%
SFG
2064
SNS Financial Group
Minnesota
$547K +$8.14K +55 +2%
KFA
2065
Krane Funds Advisors
New York
$547K +$107K +719 +24%
SIC
2066
Sigma Investment Counselors
Michigan
$546K -$6.37K -43 -1%
CHA
2067
Cooper/Haims Advisors
New York
$546K +$83.9K +566 +18%
SFG
2068
Sovereign Financial Group
Connecticut
$544K – – –
CWAG
2069
Compton Wealth Advisory Group
Virginia
$544K +$5.04K +34 +0.9%
NQWM
2070
Northwest Quadrant Wealth Management
Oregon
$543K – – –
EFG
2071
Everhart Financial Group
Ohio
$542K +$239K +1,615 +79%
SFWA
2072
Summit Financial Wealth Advisors
Louisiana
$541K -$21.6K -146 -4%
WW
2073
Waterfront Wealth
Kansas
$540K +$5.63K +38 +1%
PIMG
2074
Patriot Investment Management Group
Tennessee
$539K -$444 -3 -0.1%
GFP
2075
Gryphon Financial Partners
Ohio
$539K +$47.2K +326 +10%
81 82
83
84 85