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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 %
SLA
1951
Silver Lake Advisory
Utah
$958K +$2.43K +14 +0.3%
BWM
1952
Baystate Wealth Management
Massachusetts
$955K +$19.8K +114 +2%
GC
1953
Gilbert & Cook
Iowa
$953K +$107K +617 +13%
TFA
1954
Teamwork Financial Advisors
Texas
$950K -$37.3K -215 -4%
AA
1955
Advisory Alpha
Michigan
$950K +$267K +1,537 +39%
HA
1956
Herold Advisors
New York
$949K +$86K +495 +10%
FC
1957
FORA Capital
Florida
$947K +$947K +5,451 New
PBO
1958
Peoples Bank (Ohio)
Ohio
$946K -$16.2K -93 -2%
DE
1959
Day & Ennis
Georgia
$944K +$7.12K +41 +0.8%
CPA
1960
Cardiff Park Advisors
California
$941K +$941K +5,419 New
CCA
1961
Cottonwood Capital Advisors
Utah
$938K +$938K +5,399 New
S
1962
SimplyRich
California
$936K – – –
CT
1963
Columbia Trust
Oregon
$934K – – –
BO
1964
BRR OpCo
Ohio
$932K -$72.1K -415 -7%
SSG
1965
Summit Securities Group
New York
$931K -$762K -4,383 -45%
VCM
1966
Virtue Capital Management
Tennessee
$923K -$110K -636 -11%
VHAM
1967
Van Hulzen Asset Management
California
$922K -$52.1K -300 -5%
LSA
1968
Lion Street Advisors
Texas
$921K +$1.21K +7 +0.1%
PFG
1969
Pinnacle Financial Group
Illinois
$916K +$916K +5,274 New
CWP
1970
Curated Wealth Partners
California
$914K +$4.35K +25 +0.5%
9WM
1971
9258 Wealth Management
Ohio
$914K +$26.4K +152 +3%
WCMN
1972
Westchester Capital Management (Nebraska)
Nebraska
$911K – – –
CCM
1973
Chickasaw Capital Management
Tennessee
$910K – – –
IAM
1974
Infusive Asset Management
New York
$909K -$22.2K -128 -2%
Dodge & Cox
1975
Dodge & Cox
California
$908K -$26.1K -150 -3%
77 78
79
80 81