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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 %
SFP
2151
Sterling Financial Planning
New Jersey
$474K +$296 +2 +0.1%
SFP
2152
Shepherd Financial Partners
Massachusetts
$473K +$1.48K +10 +0.3%
SFI
2153
SPC Financial Inc
Maryland
$472K -$29.6K -200 -6%
SFG
2154
StrategIQ Financial Group
Indiana
$471K -$29.7K -200 -6%
CBFP
2155
Cedar Brook Financial Partners
Ohio
$471K +$24K +162 +5%
TW
2156
Transform Wealth
Colorado
$470K -$105K -706 -18%
PAM
2157
Premier Asset Management
Illinois
$470K +$38.4K +259 +9%
AIP
2158
Almanack Investment Partners
Pennsylvania
$469K -$335K -2,258 -42%
WA
2159
Waverly Advisors
Alabama
$468K -$1.57K -10 -0.3%
BA
2160
Ballast Advisors
Minnesota
$468K – – –
DI
2161
Disciplined Investments
Oklahoma
$467K – – –
WA
2162
Winfield Associates
Ohio
$463K – – –
D
2163
Diversified
Delaware
$463K +$35.4K +239 +8%
SPP
2164
Single Point Partners
Massachusetts
$462K -$65.2K -440 -12%
MA
2165
Mezzasalma Advisors
New Jersey
$459K +$444 +3 +0.1%
GAMC
2166
Garner Asset Management Corp
Texas
$459K +$459K +3,100 New
CAL
2167
Capital Advisors Ltd
Ohio
$458K – – –
1WA
2168
180 Wealth Advisors
Washington
$457K -$9.58K -62 -2%
LWM
2169
Loveless Wealth Management
Montana
$457K +$79.9K +540 +21%
TFM
2170
TFC Financial Management
Massachusetts
$455K -$22.2K -150 -5%
MIM
2171
Marco Investment Management
Georgia
$454K – – –
SSA
2172
South Street Advisors
New York
$454K +$454K +3,065 New
CAMG
2173
CWA Asset Management Group
Florida
$453K -$137K -922 -23%
STA
2174
Summit Trail Advisors
New York
$453K +$4K +27 +0.9%
VC
2175
Veracity Capital
Georgia
$452K -$479K -3,234 -51%
85 86
87
88 89