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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 %
WFA
2451
Wellspring Financial Advisors
Ohio
$266K -$42.2K -284 -14%
TIA
2452
Tandem Investment Advisors
South Carolina
$266K -$39K -263 -13%
PRWA
2453
Platte River Wealth Advisors
Colorado
$266K – – –
OWM
2454
Orgel Wealth Management
Wisconsin
$265K – – –
GSEP
2455
Golden State Equity Partners
California
$265K +$28.3K +191 +12%
SAM
2456
Security Asset Management
New York
$264K – – –
TF
2457
Trek Financial
Arizona
$264K +$296 +2 +0.1%
RTS
2458
Round Table Services
New Jersey
$264K +$264K +1,782 New
OCPWS
2459
One Charles Private Wealth Services
Massachusetts
$264K +$264K +1,784 New
RDFA
2460
Ritter Daniher Financial Advisory
Ohio
$263K -$1.48K -10 -0.6%
ACM
2461
Armbruster Capital Management
New York
$263K – – –
AIS
2462
AM Investment Strategies
Tennessee
$263K +$593 +4 +0.2%
RCYC
2463
Richard C. Young & Co
Rhode Island
$263K +$3.12K +21 +1%
CFSG
2464
Community Financial Services Group
Vermont
$263K +$19.3K +130 +8%
IFO
2465
Independent Family Office
New York
$263K +$68K +459 +35%
SCM
2466
Spreng Capital Management
Ohio
$263K +$263K +1,776 New
HWA
2467
HHM Wealth Advisors
Tennessee
$262K -$38.2K -258 -13%
NDSI
2468
Newman Dignan & Sheerar Inc
Rhode Island
$262K -$962 -65 -0.4%
DI
2469
Diligent Investors
California
$262K +$5.19K +35 +2%
HC
2470
Hamilton Capital
Ohio
$262K +$25.9K +175 +11%
CG
2471
Cutler Group
California
$262K +$243K +1,641 +1,272%
JHP
2472
James Hambro & Partners
United Kingdom
$262K +$262K +1,770 New
BFG
2473
Bouchey Financial Group
New York
$261K +$26K +176 +11%
OBGC
2474
O'Brien Greene & Co
Pennsylvania
$260K – – –
HCM
2475
Hollencrest Capital Management
California
$260K – – –
97 98
99
100 101