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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 %
FCMC
501
Founders Capital Management (Connecticut)
Connecticut
$16.1M -$281K -1,615 -2%
AHC
502
Adell Harriman & Carpenter
Texas
$16.1M +$540K +3,109 +3%
HI
503
Hendershot Investments
Virginia
$16.1M +$557K +3,207 +4%
CA
504
CapWealth Advisors
Tennessee
$16.1M +$326K +1,876 +2%
JMFC
505
J.M. Forbes & Co
Massachusetts
$16M +$143K +821 +0.9%
DJSG
506
D.J. St. Germain
Massachusetts
$15.9M -$209K -1,205 -1%
MA
507
Montag & Associates
Georgia
$15.9M -$22.9K -132 -0.1%
VC
508
Vestor Capital
Illinois
$15.8M -$2.31M -13,271 -13%
BPWM
509
Badgley Phelps Wealth Managers
Washington
$15.8M +$350K +2,017 +2%
CTA
510
Colonial Trust Advisors
South Carolina
$15.8M -$258K -1,487 -2%
NPPM
511
North Point Portfolio Managers
Ohio
$15.8M -$367K -2,112 -2%
CCM
512
Cohen Capital Management
California
$15.7M – – –
HFS
513
Haverford Financial Services
Pennsylvania
$15.6M -$453K -2,610 -3%
IC
514
Inverness Counsel
New York
$15.6M +$2.73M +15,721 +21%
MHIC
515
Marble Harbor Investment Counsel
Massachusetts
$15.6M +$1.03M +5,915 +7%
HR
516
Howe & Rusling
New York
$15.6M -$468K -2,696 -3%
YIA
517
YHB Investment Advisors
Connecticut
$15.3M +$88.8K +511 +0.6%
CA
518
Callahan Advisors
Texas
$15.3M -$119K -685 -0.8%
JC
519
Jacobs & Co
California
$15.3M -$155K -891 -1%
WDA
520
Wendell David Associates
New Hampshire
$15.3M +$157K +905 +1%
ISL
521
Ingalls & Snyder LLC
New York
$15.2M -$19.3K -111 -0.1%
ACM
522
Academy Capital Management
Texas
$15.1M -$83.9K -483 -0.6%
PAM
523
Palisade Asset Management
Minnesota
$15.1M -$265K -1,525 -2%
VCM
524
Violich Capital Management
California
$15M -$36.1K -208 -0.2%
NCM
525
Noesis Capital Mangement
Florida
$14.9M -$2.51M -14,463 -14%
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