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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 %
MF
1976
Montis Financial
Massachusetts
$907K -$9.9K -57 -1%
PPWP
1977
Proquility Private Wealth Partners
Nevada
$903K -$110K -656 -11%
HSA
1978
Hussman Strategic Advisors
Maryland
$903K – – –
LB
1979
Legacy Bridge
Iowa
$903K +$5.21K +30 +0.6%
WI
1980
Wedgewood Investors
Pennsylvania
$902K – – –
APWA
1981
Atlas Private Wealth Advisors
New Jersey
$902K +$18.2K +105 +2%
BWM
1982
Buckley Wealth Management
Nevada
$897K -$2.78K -16 -0.3%
CFG
1983
Cooper Financial Group
California
$896K -$384K -2,214 -30%
GB
1984
Goepper Burkhardt
South Carolina
$895K +$4.52K +26 +0.5%
Wealth Enhancement Advisory Services
1985
Wealth Enhancement Advisory Services
Minnesota
$895K +$333K +1,940 +59%
SSWG
1986
Seven Springs Wealth Group
Tennessee
$893K -$14.1K -81 -2%
AWA
1987
Alta Wealth Advisors
Massachusetts
$893K – – –
HCM
1988
HM Capital Management
Missouri
$893K +$893K +5,143 New
CRI
1989
Colonial River Investments
Virginia
$892K +$892K +5,137 New
OCG
1990
Opus Capital Group
Ohio
$891K +$695 +4 +0.1%
BOM
1991
Bank of Marin
California
$889K – – –
DLHL
1992
Donald L. Hagan LLC
Florida
$889K +$10.4K +60 +1%
SKK
1993
Shepherd Kaplan Krochuk
Massachusetts
$886K – – –
AWAP
1994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$885K -$521 -3 -0.1%
CSPAM
1995
Cary Street Partners Asset Management
Virginia
$882K -$17.4K -100 -2%
MMHP
1996
Murphy Middleton Hinkle & Parker
Georgia
$882K +$347 +2 +0%
JWM
1997
Jeppson Wealth Management
California
$879K – – –
PCM
1998
Perritt Capital Management
Illinois
$878K -$2.61K -15 -0.3%
MA
1999
MJP Associates
Connecticut
$876K +$84.5K +488 +11%
OCM
2000
One Capital Management
California
$872K -$29K -167 -3%
78 79
80
81 82