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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 %
TC
2726
TAP Consulting
Missouri
$260K +$260K +1,499 New
CCM
2727
Colorado Capital Management
Colorado
$259K -$1.91K -11 -0.7%
ACWM
2728
Adams Chetwood Wealth Management
North Carolina
$258K – – –
MIM
2729
Meixler Investment Management
Arizona
$258K +$258K +1,487 New
CAN
2730
Claraphi Advisory Network
United States
$257K -$4.17K -24 -2%
PWAG
2731
Polaris Wealth Advisory Group
California
$257K – – –
BAS
2732
Brown Advisory Securities
Maryland
$256K -$92.8K -532 -27%
CAM
2733
Claret Asset Management
Quebec, Canada
$255K – – –
TC
2734
Tatro Capital
Kentucky
$255K +$2.09K +12 +0.8%
RGF
2735
Retirement Guys Formula
Ohio
$255K +$255K +1,467 New
KOC
2736
Koss-Olinger Consulting
Florida
$254K +$254K +1,460 New
RWA
2737
Redmont Wealth Advisors
Illinois
$254K +$254K +1,460 New
FNBOMD
2738
First National Bank of Mount Dora
Florida
$254K +$254K +1,461 New
AWM
2739
Act Wealth Management
Texas
$253K +$253K +1,457 New
MCA
2740
Magnolia Capital Advisors
Mississippi
$252K -$15.7K -90 -6%
CCA
2741
Conestoga Capital Advisors
Pennsylvania
$252K – – –
ACA
2742
Atlas Capital Advisors
Wyoming
$252K – – –
ACM
2743
Ategra Capital Management
Virginia
$251K – – –
SFA
2744
Source Financial Advisors
New York
$251K -$67.2K -387 -21%
BIA
2745
Barry Investment Advisors
Massachusetts
$251K +$1.57K +9 +0.6%
LSWM
2746
Lorne Steinberg Wealth Management
Canada
$251K +$251K +1,443 New
BIM
2747
Bridgecreek Investment Management
Oklahoma
$250K – – –
HCC
2748
Hirtle Callaghan & Co
Pennsylvania
$249K +$249K +1,433 New
TFCP
2749
Twin Focus Capital Partners
Massachusetts
$249K +$249K +1,433 New
HCP
2750
Holt Capital Partners
Texas
$248K – – –
108 109
110
111 112