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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$9.18M -$46K -265 -0.5%
BKA
702
Brick & Kyle Associates
Pennsylvania
$9.14M +$4.65M +26,777 +104%
LS
703
Livforsakringsbolaget Skandia
Sweden
$9.14M -$278K -1,600 -3%
SW
704
SteelPeak Wealth
California
$9.14M +$4.43M +25,477 +94%
LWAC
705
Laurel Wealth Advisors (California)
California
$9.13M +$1.49M +8,556 +19%
HWM
706
HB Wealth Management
Georgia
$9.08M +$9.08M +52,242 New
LBA
707
Lowell Blake & Associates
Massachusetts
$9.06M +$739K +4,253 +9%
PVH
708
Psagot Value Holdings
Israel
$9.05M -$923K -5,312 -9%
PCMC
709
Private Capital Management (Colorado)
Colorado
$9.02M +$220K +1,268 +3%
KIA
710
KCM Investment Advisors
California
$8.97M +$413K +2,375 +5%
SAM
711
Socorro Asset Management
Texas
$8.97M – – –
MCM
712
Mengis Capital Management
Oregon
$8.95M +$8.86K +51 +0.1%
WB
713
Webster Bank
Connecticut
$8.88M -$224K -1,292 -2%
SWM
714
Spire Wealth Management
Virginia
$8.87M +$1.47M +8,453 +20%
TFA
715
Toth Financial Advisory
Virginia
$8.86M -$114K -655 -1%
OPCM
716
Osborne Partners Capital Management
California
$8.85M +$374K +2,151 +4%
FNBTCON
717
First National Bank & Trust Co of Newtown
Pennsylvania
$8.78M -$57.3K -330 -0.6%
BCM
718
Brookstone Capital Management
Illinois
$8.72M -$145K -832 -2%
HVIA
719
Hudson Valley Investment Advisors
New York
$8.67M -$130K -750 -1%
SC
720
SouthState Corp
Florida
$8.66M +$16.2K +93 +0.2%
PAM
721
Private Asset Management
California
$8.64M -$91.9K -529 -1%
HWM
722
Holloway Wealth Management
Florida
$8.64M -$4.28M – –
TAM
723
Taurus Asset Management
New York
$8.61M -$35.4K -204 -0.4%
ISB
724
Iowa State Bank
Iowa
$8.6M +$689K +3,965 +9%
MCM
725
Murphy Capital Management
New Jersey
$8.6M -$40.3K -232 -0.5%
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