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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 %
TSS
2076
Two Sigma Securities
New York
$538K -$231K -1,559 -30%
PCS
2077
Personal CFO Solutions
New Jersey
$535K +$23.3K +157 +5%
ISWM
2078
Independent Solutions Wealth Management
New York
$534K +$294K +1,983 +122%
CWM
2079
Cabot Wealth Management
Massachusetts
$533K – – –
BP
2080
Broadleaf Partners
Ohio
$531K +$889 +6 +0.2%
QVT
2081
Quantitative Value Technologies
Kansas
$531K +$142K +958 +36%
FCIM
2082
Fairview Capital Investment Management
California
$530K -$75.1K -507 -12%
HWMG
2083
Hurlow Wealth Management Group
Indiana
$530K – – –
HSWM
2084
Hubbell Strickland Wealth Management
Louisiana
$530K +$1.19K +8 +0.2%
WA
2085
Wealth Architects
California
$530K +$154K +1,037 +41%
CAM
2086
Cubic Asset Management
Massachusetts
$528K – – –
SIA
2087
SkyView Investment Advisors
New Jersey
$526K – – –
RFN
2088
RDA Financial Network
Iowa
$525K +$51K +344 +11%
GSAM
2089
Grant Street Asset Management
Pennsylvania
$525K +$117K +431 +29%
PIP
2090
Peachtree Investment Partners
Florida
$522K +$19.4K +131 +4%
WAS
2091
Wealth Advisory Solutions
Indiana
$522K +$194K +1,306 +59%
RIM
2092
Rockbridge Investment Management
New York
$521K +$11.4K +77 +2%
SIA
2093
Soltis Investment Advisors
Utah
$521K +$81.9K +553 +19%
VCM
2094
Versant Capital Management
Arizona
$520K -$88.8K -599 -15%
LWA
2095
Lineweaver Wealth Advisors
Ohio
$520K +$149K +1,005 +40%
BSSFA
2096
Baron Silver Stevens Financial Advisors
Florida
$520K +$155K +1,047 +43%
APC
2097
Aspire Private Capital
North Carolina
$519K -$125K -846 -19%
RP
2098
Rice Partnership
Hawaii
$519K +$4.15K +28 +0.8%
CBT
2099
Central Bank & Trust
Kentucky
$518K +$58.6K +395 +13%
TWI
2100
Thomas White International
Illinois
$518K +$100K +675 +24%
82 83
84
85 86