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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 %
RWA
1701
Rainsberger Wealth Advisors
Colorado
$1.46M +$1.46M +8,378 New
MFS
1702
McNamara Financial Services
Massachusetts
$1.45M – – –
MPW
1703
Monterey Private Wealth
California
$1.44M -$91.2K -525 -6%
CSPIA
1704
Cary Street Partners Investment Advisory
Virginia
$1.44M +$321K +1,846 +29%
DDC
1705
DF Dent & Co
Maryland
$1.44M +$13K +75 +0.9%
BIP
1706
Blueprint Investment Partners
North Carolina
$1.44M +$421K +2,422 +41%
PWM
1707
Perigon Wealth Management
California
$1.44M +$154K +887 +12%
KC
1708
Knuff & Co
California
$1.43M -$305K -1,754 -18%
QC
1709
Quent Capital
New York
$1.43M +$1.43M +8,244 New
JE
1710
JMAC Enterprises
Pennsylvania
$1.43M +$1.43M +8,330 New
NF
1711
NTB Financial
Colorado
$1.43M +$1.43M +8,231 New
WG
1712
Winton Group
United Kingdom
$1.42M -$2.21M -12,723 -61%
CST
1713
Charles Schwab Trust
Nevada
$1.42M +$70.5K +406 +5%
LSPW
1714
Lake Street Private Wealth
Illinois
$1.41M +$529K +3,047 +60%
KFA
1715
Kelleher Financial Advisors
New York
$1.41M -$158K -1,098 -10%
MSFS
1716
Main Street Financial Solutions
Pennsylvania
$1.41M +$162K +930 +13%
SWM
1717
Segment Wealth Management
Texas
$1.41M +$313K +1,803 +29%
AI
1718
AXS Investments
New York
$1.4M +$1.4M +8,076 New
DTC
1719
Davidson Trust Company
Washington
$1.4M -$39.1K -225 -3%
NB
1720
Nicolet Bankshares
Wisconsin
$1.4M +$2.61K +15 +0.2%
JDR
1721
Jay D. Rosenbaum
$1.4M -$211K -1,212 -13%
CPIG
1722
Chicago Partners Investment Group
Illinois
$1.39M -$27.8K -167 -2%
MIH
1723
Meitav Investment House
Israel
$1.39M – – –
EWM
1724
Edge Wealth Management
New York
$1.39M -$3.48K -20 -0.2%
AIM
1725
Allen Investment Management
New York
$1.38M +$869K +5,000 +169%
67 68
69
70 71