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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 %
KA
2701
Kercheville Advisors
Texas
$269K +$269K +1,550 New
FCG
2702
Financial Connections Group
California
$269K +$269K +1,554 New
CCA
2703
Clearwater Capital Advisors
Illinois
$268K – – –
EAM
2704
Empirical Asset Management
Massachusetts
$268K +$268K +1,540 New
RWP
2705
Revolve Wealth Partners
New Jersey
$268K +$268K +1,543 New
FW
2706
FirstPurpose Wealth
Utah
$268K +$268K +1,545 New
PFA
2707
Pathway Financial Advisors
Vermont
$268K +$268K +1,545 New
PCI
2708
Planning Center Inc
Illinois
$267K +$267K +1,521 New
HWM
2709
HighMark Wealth Management
Minnesota
$266K -$347 -2 -0.1%
LWA
2710
Lenox Wealth Advisors
New York
$266K +$10.4K +60 +4%
NFG
2711
Northeast Financial Group
Pennsylvania
$265K +$2.43K +14 +0.9%
SWM
2712
Selective Wealth Management
Virginia
$264K – – –
CSIA
2713
Carl Stuart Investment Advisor
Texas
$264K +$264K +1,520 New
TC
2714
Trilogy Capital
California
$264K +$264K +1,521 New
SIA
2715
Sage Investment Advisers
New York
$264K +$264K +1,521 New
HR
2716
Hayden Royal
North Carolina
$263K -$11.7K -67 -4%
TA
2717
Trellis Advisors
Washington
$263K -$3.31K -19 -1%
FFA
2718
Freedman Financial Associates
Massachusetts
$263K – – –
CM
2719
Capital Management
Virginia
$262K +$24.3K +140 +10%
HFW
2720
Horizon Family Wealth
Illinois
$262K +$262K +1,512 New
CWM
2721
Chronos Wealth Management
Florida
$261K -$4.35K -25 -2%
KIM
2722
Karpus Investment Management
New York
$261K – – –
MC
2723
Montag & Caldwell
Georgia
$261K – – –
CFSG
2724
Community Financial Services Group
Vermont
$261K – – –
AC
2725
ASB Consultores
Florida
$261K +$261K +1,502 New
107 108
109
110 111