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PepsiCo
PEP

Overview Fund Activity

3,020 hedge funds and large institutions have $173B invested in PepsiCo in 2021 Q4 according to their latest regulatory filings, with 428 funds opening new positions, 1,132 increasing their positions, 1,091 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,020
Holders Change
+296
Holders Change %
+10.87%
% of All Funds
46.64%
Holding in Top 10
141
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+28.18%
% of All Funds
2.18%
New
428
Increased
1,132
Reduced
1,091
Closed
93
Calls
$1.88B
Puts
$2.59B
Net Calls
-$710M
Net Calls Change
-$304M

Top Buyers

1
BlackRock
BlackRock
New York
+$947M
2
Morgan Stanley
Morgan Stanley
New York
+$416M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$386M
4
Sanders Capital
Sanders Capital
Florida
+$297M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$284M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$810M
2
Capital International Investors
Capital International Investors
California
-$324M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$254M
4
Bank of America
Bank of America
North Carolina
-$240M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
2526
LWM Advisory Services
Florida
$363K +$363K +2,092 New
EA
2527
Elm Advisors
California
$362K – – –
NFSG
2528
Newbridge Financial Services Group
Florida
$362K +$91.4K +526 +34%
EA
2529
Echo45 Advisors
California
$362K +$362K +2,084 New
HP
2530
HT Partners
Connecticut
$361K -$29.5K -170 -8%
CWM
2531
Curi Wealth Management
North Carolina
$361K +$347 +2 +0.1%
OMC
2532
Overbrook Management Corp
New York
$361K +$113K +650 +45%
NWM
2533
Northwest Wealth Management
Iowa
$360K +$8.68K +50 +2%
ACA
2534
Affinity Capital Advisors
California
$359K – – –
CSB
2535
City State Bank
Iowa
$359K +$359K +2,065 New
LPWM
2536
Lake Point Wealth Management
Texas
$357K – – –
IF
2537
Insight Folios
North Carolina
$357K +$47.3K +272 +15%
MCWA
2538
Meadow Creek Wealth Advisors
Georgia
$357K +$357K +2,057 New
PCMC
2539
Paragon Capital Management (Colorado)
Colorado
$356K -$21.7K -125 -6%
SAM
2540
Shikiar Asset Management
New York
$356K – – –
BFA
2541
Beacon Financial Advisory
Ohio
$355K +$14.1K +81 +4%
AM
2542
Atwater Malick
Pennsylvania
$354K -$1.74K -10 -0.5%
CAM
2543
CenterStar Asset Management
Illinois
$354K – – –
RPG
2544
Resource Planning Group
Georgia
$353K -$507K -2,917 -59%
LF
2545
LifeSteps Financial
California
$353K -$43.5K -250 -11%
SC
2546
Slow Capital
California
$353K -$9.03K -52 -2%
WIM
2547
Warwick Investment Management
Texas
$353K +$353K +2,030 New
CCP
2548
Cassia Capital Partners
North Carolina
$352K +$352K +2,024 New
SEIA
2549
Signature Estate & Investment Advisors
California
$351K -$133K -767 -28%
HIP
2550
HUB Investment Partners
Texas
$351K +$36K +207 +11%
100 101
102
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