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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 %
BFPW
1026
BOK Financial Private Wealth
Colorado
$4.51M +$66.5K +383 +1%
OLVIG
1027
Oliver Lagore Vanvalin Investment Group
Michigan
$4.51M +$4.51M +25,960 New
SNB
1028
Security National Bank
Nebraska
$4.51M -$53.3K -307 -1%
FCH
1029
Freestone Capital Holdings
Washington
$4.5M +$752K +4,329 +20%
HPIA
1030
Hamilton Point Investment Advisors
North Carolina
$4.5M +$73.8K +422 +2%
PWMAG
1031
Pinnacle Wealth Management Advisory Group
New Jersey
$4.49M +$2.65M +15,250 +144%
VT
1032
Vise Technologies
New York
$4.49M +$4.49M +25,818 New
AWM
1033
Altium Wealth Management
New York
$4.48M +$318K +1,831 +8%
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$4.47M -$1.74K -10 -0%
DW
1035
Domani Wealth
Pennsylvania
$4.47M +$9.03K +52 +0.2%
SM
1036
Sciencast Management
New Jersey
$4.47M +$2.94M +16,908 +192%
PI
1037
Pettee Investors
Connecticut
$4.47M +$16.3K +94 +0.4%
AWM
1038
Apollon Wealth Management
South Carolina
$4.47M +$1.67M +9,641 +60%
PWM
1039
Peterson Wealth Management
Nevada
$4.46M +$66.7K +384 +2%
RMCM
1040
Reynders McVeigh Capital Management
Massachusetts
$4.46M -$85.6K -493 -2%
SRC
1041
Shufro Rose & Co
New York
$4.46M – – –
KA
1042
Keene & Associates
Texas
$4.46M +$4.46M +25,649 New
MSAM
1043
Moloney Securities Asset Management
Missouri
$4.45M -$1.04K -6 -0%
BC
1044
Burney Company
Virginia
$4.45M +$8.51K +49 +0.2%
UHC
1045
Union Heritage Capital
Michigan
$4.45M – – –
BIMC
1046
Benson Investment Management Company
Virginia
$4.45M +$28.7K +165 +0.6%
CT
1047
Coastline Trust
Rhode Island
$4.45M -$116K -668 -3%
PP
1048
Pegasus Partners
Wisconsin
$4.4M -$173K -998 -4%
TPA
1049
Trivium Point Advisory
Connecticut
$4.4M +$222K +1,276 +5%
AC
1050
Addison Capital
Pennsylvania
$4.38M -$125K -720 -3%
40 41
42
43 44