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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 %
ICM
2926
Islay Capital Management
Texas
$78K – – –
SFPG
2927
Stonebridge Financial Planning Group
Florida
$78K +$345 +2 +0.4%
KA
2928
Kozak & Associates
Colorado
$78K +$8.65K +56 +12%
MIFH
2929
Migdal Insurance & Financial Holdings
Israel
$78K +$51.8K +301 +198%
DFCM
2930
Dark Forest Capital Management
Puerto Rico
$78K +$78K +449 New
JMF
2931
Johnson Midwest Financial
Iowa
$77K – – –
BA
2932
Bellwether Advisors
Nebraska
$74K -$19K -110 -20%
UIA
2933
Ulland Investment Advisors
Minnesota
$74K +$74K +428 New
CMA
2934
Cedar Mountain Advisors
Oregon
$73K +$173 +1 +0.2%
SC
2935
Schubert & Co
Texas
$71K +$71K +408 New
WWM
2936
Wagner Wealth Management
South Carolina
$68K +$9.34K +54 +16%
CM
2937
Cornerstone Management
Georgia
$67.7K +$67.7K +390 New
PCFFS
2938
Pacific Center for Financial Services
California
$67K +$13.5K +78 +25%
DWMG
2939
DB Wealth Management Group
California
$66K – – –
RA
2940
Rise Advisors
New York
$64.8K +$64.8K +373 New
SQA
2941
Simon Quick Advisors
New Jersey
$64K -$21.4K -124 -25%
LAS
2942
Lloyd Advisory Services
Georgia
$62K -$104K -593 -63%
BAM
2943
Baldrige Asset Management
Pennsylvania
$60K – – –
EA
2944
Evolution Advisers
Virginia
$59K +$59K +342 New
BFG
2945
Baron Financial Group
New Jersey
$58.2K – – –
HIM
2946
Hillsdale Investment Management
Ontario, Canada
$58K -$58K -335 -50%
TLCM
2947
Twin Lakes Capital Management
California
$57K – – –
CFD
2948
Creative Financial Designs
Indiana
$56K +$39K +225 +230%
MTWM
2949
Masso Torrence Wealth Management
New Jersey
$56K +$56K +320 New
ACM
2950
Aquatic Capital Management
Illinois
$52K +$52K +300 New
116 117
118
119 120