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PepsiCo
PEP

Overview Fund Activity

2,701 hedge funds and large institutions have $139B invested in PepsiCo in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 1,209 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,701
Holders Change
-6
Holders Change %
-0.22%
% of All Funds
47.56%
Holding in Top 10
110
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-24.14%
% of All Funds
1.94%
New
133
Increased
1,209
Reduced
1,086
Closed
110
Calls
$1.19B
Puts
$1.18B
Net Calls
+$10.5M
Net Calls Change
+$190M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$639M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$591M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$450M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$444M
5
MAM
Magellan Asset Management
Australia
+$372M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$602M
2
State Street
State Street
Massachusetts
-$487M
3
Franklin Resources
Franklin Resources
California
-$383M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$213M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
2426
Corrigan Financial
Rhode Island
$259K +$14.1K +100 +6%
GWA
2427
GGM Wealth Advisors
Maryland
$258K -$7.2K -50 -3%
MM
2428
Meridian Management
Arkansas
$258K -$1.56K -11 -0.6%
SFA
2429
Source Financial Advisors
New York
$258K +$20.7K +146 +9%
FWM
2430
Focused Wealth Management
New York
$257K +$48.8K +345 +23%
MS
2431
Maven Securities
Jersey
$257K +$257K +1,799 New
FSG
2432
Financial Strategies Group
Michigan
$257K +$257K +1,814 New
TCM
2433
Tuttle Capital Management
Connecticut
$257K +$257K +1,816 New
PRWA
2434
Platte River Wealth Advisors
Colorado
$256K -$174K -1,223 -41%
WCM
2435
Windsor Capital Management
Arizona
$256K +$1.7K +12 +0.7%
KOMWMG
2436
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K +$65.3K +462 +34%
KOC
2437
Koss-Olinger Consulting
Florida
$256K +$256K +1,812 New
NJBEST
2438
New Jersey Better Educational Savings Trust
New Jersey
$255K -$156K -1,100 -38%
LIG
2439
Lokken Investment Group
Delaware
$254K +$20.3K +144 +9%
OWM
2440
Orgel Wealth Management
Wisconsin
$253K +$2.41K +17 +1%
TF
2441
Trek Financial
Arizona
$252K -$182K -1,289 -42%
SAM
2442
Security Asset Management
New York
$252K – – –
RDFA
2443
Ritter Daniher Financial Advisory
Ohio
$252K – – –
IFO
2444
Independent Family Office
New York
$251K -$87.8K -460 -26%
AA
2445
Advisory Alpha
Michigan
$251K -$60.6K -428 -19%
BMCM
2446
Bryn Mawr Capital Management
Pennsylvania
$251K -$13.5K -95 -5%
ACM
2447
Armbruster Capital Management
New York
$251K – – –
ACA
2448
Affinity Capital Advisors
California
$250K -$17K -120 -6%
AIS
2449
AM Investment Strategies
Tennessee
$250K +$29.1K +206 +13%
WFA
2450
Wellspring Financial Advisors
Ohio
$249K +$5.76K +48 +2%
96 97
98
99 100