PEP icon

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 %
CWA
2751
CJM Wealth Advisers
Virginia
$247K +$247K +1,423 New
FA
2752
Fiducient Advisors
Illinois
$247K -$537K -3,079 -69%
MHR
2753
Matthew Hamilton Rosenberg
$247K +$51.5K +296 +26%
SPI
2754
Santori & Peters Inc
Pennsylvania
$246K +$693 +4 +0.3%
MWP
2755
Madison Wealth Partners
Wisconsin
$246K +$1.56K +9 +0.6%
KWM
2756
Kaydan Wealth Management
Michigan
$246K +$246K +1,414 New
AWM
2757
Aprio Wealth Management
Georgia
$245K – – –
CCM
2758
Crew Capital Management
Ohio
$244K – – –
OWA
2759
Opal Wealth Advisors
New York
$244K +$244K +1,404 New
ZCA
2760
Zeke Capital Advisors
Pennsylvania
$244K +$244K +1,407 New
IAG
2761
Investment Advisory Group
Massachusetts
$244K +$244K +1,449 New
PCA
2762
Peddock Capital Advisors
Massachusetts
$243K -$30.4K -175 -11%
SAA
2763
Southeast Asset Advisors
Georgia
$243K -$348 -2 -0.1%
PTC
2764
Provident Trust Company
Wisconsin
$243K – – –
AL
2765
ACAS LLC
California
$243K – – –
VW
2766
Vance Wealth
California
$243K +$243K +1,400 New
JSA
2767
Jacobson & Schmitt Advisors
Wisconsin
$243K +$243K +1,400 New
MC
2768
MRJ Capital
New York
$243K +$243K +1,400 New
LRWA
2769
Long Run Wealth Advisors
New York
$243K +$243K +1,405 New
JLBC
2770
J.L. Bainbridge & Co
Florida
$242K – – –
ACP
2771
Arcus Capital Partners
Georgia
$242K +$242K +1,395 New
OAM
2772
Occidental Asset Management
California
$241K – – –
CWA
2773
Core Wealth Advisors
Florida
$241K +$52.2K +300 +28%
IP
2774
Ignite Planners
California
$241K +$241K +1,384 New
BMCM
2775
Bryn Mawr Capital Management
Pennsylvania
$240K +$1.39K +8 +0.6%
109 110
111
112 113