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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 %
PT
1326
Plimoth Trust
Massachusetts
$2.75M -$538K -3,099 -16%
FUBT
1327
First United Bank & Trust
Maryland
$2.75M -$3.47K -20 -0.1%
LCP
1328
Legacy Capital Partners
Wisconsin
$2.75M – – –
WAAG
1329
Wealth Alliance Advisory Group
Kansas
$2.75M +$296K +1,702 +12%
BCM
1330
Becker Capital Management
Oregon
$2.75M +$373K +2,148 +16%
BWM
1331
BerganKDV Wealth Management
Minnesota
$2.74M +$28.5K +164 +1%
QCG
1332
Quadrant Capital Group
Ohio
$2.73M +$345K +1,983 +14%
WCM
1333
Wisconsin Capital Management
Wisconsin
$2.73M – – –
CA
1334
Claro Advisors
Massachusetts
$2.72M +$109K +625 +4%
JCM
1335
Jacobi Capital Management
Pennsylvania
$2.71M +$46K +265 +2%
SMC
1336
Smith, Moore & Co
Missouri
$2.71M +$158K +910 +6%
OF
1337
Outfitter Financial
Maine
$2.7M +$3.47K +20 +0.1%
ZF
1338
Zhang Financial
Michigan
$2.7M +$1.75M +10,071 +184%
DA
1339
DCM Advisors
New York
$2.68M +$1.6M +9,192 +148%
V
1340
VeraBank
Texas
$2.68M – – –
HAIM
1341
Hunter Associates Investment Management
Pennsylvania
$2.68M +$208K +1,200 +8%
IAS
1342
Investment Advisory Services
Texas
$2.67M -$15.8K -91 -0.6%
FLI
1343
Family Legacy Inc
South Carolina
$2.66M -$8.01K -46 -0.3%
MCAI
1344
Members Capital Advisors Inc
Wisconsin
$2.66M – – –
MAM
1345
Mystic Asset Management
Rhode Island
$2.65M +$2.65M +15,259 New
AWM
1346
Avior Wealth Management
Nebraska
$2.64M -$39.3K -226 -1%
LCM
1347
LVM Capital Management
Michigan
$2.64M +$268K +1,540 +11%
RA
1348
RFG Advisory
Alabama
$2.63M -$10.8K -62 -0.4%
GAM
1349
Grandview Asset Management
Pennsylvania
$2.62M +$2.62M +15,108 New
EWM
1350
Elmwood Wealth Management
California
$2.62M +$2.62M +15,066 New
52 53
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