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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 %
OCM
2801
Osterweis Capital Management
California
$228K +$228K +1,311 New
PCM
2802
Pennsylvania Capital Management
Pennsylvania
$227K – – –
TCWA
2803
Ten Capital Wealth Advisors
Washington
$227K – – –
APW
2804
Aurora Private Wealth
New Jersey
$227K +$227K +1,309 New
MF
2805
Meridian Financial
Massachusetts
$226K +$226K +1,302 New
HNWA
2806
Henrickson Nauta Wealth Advisors
Michigan
$226K +$226K +1,303 New
FCA
2807
FLC Capital Advisors
California
$225K +$225K +1,293 New
PI
2808
PFS Investments
Georgia
$225K +$225K +1,295 New
B
2809
Brightworth
Georgia
$225K +$225K +1,297 New
PWM
2810
PRW Wealth Management
Massachusetts
$225K +$225K +1,298 New
CG
2811
Corundum Group
Colorado
$225K +$225K +1,298 New
WAOI
2812
Wealth Advisors of Iowa
Iowa
$224K +$224K +1,289 New
HWM
2813
Howard Wealth Management
Connecticut
$224K +$224K +1,290 New
RFG
2814
Range Financial Group
Oregon
$224K +$224K +1,291 New
NJBEST
2815
New Jersey Better Educational Savings Trust
New Jersey
$223K -$90.5K -520 -29%
PRWA
2816
Platte River Wealth Advisors
Colorado
$223K -$89.7K -515 -29%
CAM
2817
Congress Asset Management
Massachusetts
$223K -$74.4K -428 -25%
CAC
2818
Certified Advisory Corp
Florida
$222K +$218K +1,255 +5,705%
FC
2819
Fusion Capital
South Carolina
$222K +$222K +1,278 New
KBFS
2820
Kohmann Bosshard Financial Services
Ohio
$222K +$222K +1,280 New
FP
2821
Financial Perspectives
Minnesota
$222K – – –
CFAM
2822
Coury Firm Asset Management
Pennsylvania
$221K +$221K +1,274 New
BWFA
2823
Baltimore-Washington Financial Advisors
Maryland
$220K -$60K -346 -21%
FDS
2824
Freedom Day Solutions
Texas
$220K +$220K +1,265 New
NRW
2825
Nova R Wealth
Kansas
$220K +$220K +1,266 New
111 112
113
114 115