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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 %
KM
2626
Kalos Management
Georgia
$308K +$14.7K +94 +5%
BWM
2627
BigSur Wealth Management
Florida
$306K – – –
UL
2628
Unionview LLC
Washington
$306K +$306K +1,759 New
FCFC
2629
First Citizens Financial Corp
Iowa
$305K – – –
CA
2630
Cortland Associates
Missouri
$305K +$6.09K +35 +2%
SWM
2631
Sugarloaf Wealth Management
Georgia
$305K +$10.4K +60 +4%
FWM
2632
Fingerlakes Wealth Management
New York
$305K +$305K +1,745 New
T
2633
TCWP
Ohio
$304K +$304K +1,751 New
MA
2634
MAS Advisors
Florida
$304K +$304K +1,760 New
WMA
2635
Wealth Management Associates
New Jersey
$304K -$1.04K -6 -0.3%
RAM
2636
Riggs Asset Management
Pennsylvania
$303K – – –
JWM
2637
Janiczek Wealth Management
Colorado
$303K +$42.4K +244 +16%
CWM
2638
CCG Wealth Management
California
$302K – – –
GAM
2639
Gemmer Asset Management
California
$302K – – –
NEWAS
2640
N.E.W. Advisory Services
Wisconsin
$302K +$174 +1 +0.1%
MSR
2641
Main Street Research
Connecticut
$301K -$122K -700 -29%
SCM
2642
Spreng Capital Management
Ohio
$301K -$7.11K -41 -2%
KCFA
2643
Key Client Fiduciary Advisors
New Jersey
$300K +$300K +1,727 New
CCC
2644
Crescent Capital Consulting
Louisiana
$299K +$693 +4 +0.2%
DG
2645
DMC Group
Alabama
$299K +$299K +1,766 New
RCG
2646
Rock Creek Group
District of Columbia
$298K -$696 -4 -0.2%
NWA
2647
Navis Wealth Advisors
New York
$298K – – –
HWA
2648
HHM Wealth Advisors
Tennessee
$298K +$5.39K +31 +2%
KCM
2649
Kathmere Capital Management
Pennsylvania
$297K -$179K -1,028 -38%
FNC
2650
First National Corp
Massachusetts
$297K -$348 -2 -0.1%
104 105
106
107 108