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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 %
LFG
2001
Larson Financial Group
Missouri
$872K +$332K +1,913 +62%
CCA
2002
Childress Capital Advisors
Texas
$870K -$247K -1,424 -22%
PAWC
2003
P.A.W. Capital
Connecticut
$869K -$86.9K -500 -9%
CIA
2004
Cladis Investment Advisory
Montana
$869K +$869K +5,000 New
KFI
2005
Key Financial Inc
Pennsylvania
$868K +$5.04K +29 +0.6%
WA
2006
Waddell & Associates
Tennessee
$867K +$15.3K +88 +2%
BS
2007
Banco Santander
Spain
$864K +$102K +586 +13%
PCM
2008
Prelude Capital Management
New York
$862K +$862K +4,962 New
LIA
2009
LBMC Investment Advisors
Tennessee
$861K +$138K +793 +19%
MAWAG
2010
Mid-American Wealth Advisory Group
Missouri
$861K +$861K +4,957 New
CA
2011
Continuum Advisory
Idaho
$857K +$23.3K +134 +3%
PCP
2012
Proficio Capital Partners
Massachusetts
$855K +$23.1K +133 +3%
PP
2013
PDS Planning
Ohio
$854K +$3.3K +19 +0.4%
RI
2014
Ridgewood Investments
New Jersey
$853K -$44.5K -256 -5%
SAM
2015
Silphium Asset Management
United Kingdom
$852K – – –
ICP
2016
Ironvine Capital Partners
Nebraska
$851K – – –
SWP
2017
Strategic Wealth Partners
Ohio
$850K +$202K +1,164 +31%
GWM
2018
Greenwich Wealth Management
Connecticut
$849K -$12.3K -71 -1%
UF
2019
Univest Financial
Pennsylvania
$848K -$21.4K -123 -2%
CP
2020
Covenant Partners
Tennessee
$848K +$1.39K +8 +0.2%
WPC
2021
Wedmont Private Capital
Pennsylvania
$848K +$848K +4,868 New
WAM
2022
Weatherly Asset Management
California
$846K – – –
SWMP
2023
Signature Wealth Management Partners
New Jersey
$845K +$17.4K +100 +2%
PA
2024
Perennial Advisors
New York
$844K +$174K +1,002 +26%
GA
2025
Geller Advisors
New York
$843K +$175 +1 +0%
79 80
81
82 83