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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 %
SCA
2126
Sippican Capital Advisors
Massachusetts
$705K – – –
RPWA
2127
Regent Peak Wealth Advisors
Georgia
$703K +$16.3K +94 +2%
SDWMA
2128
Schneider Downs Wealth Management Advisors
Pennsylvania
$701K -$46.7K -269 -6%
GWAM
2129
Guardian Wealth Advisors (Minnesota)
Minnesota
$699K +$3.3K +19 +0.5%
FSA
2130
Fort Sheridan Advisors
Illinois
$699K +$281K +1,620 +67%
VCM
2131
Vivaldi Capital Management
Illinois
$697K +$1.56K +9 +0.2%
CWM
2132
Cahaba Wealth Management
Georgia
$696K -$16.3K -94 -2%
MWM
2133
Marion Wealth Management
Pennsylvania
$696K +$696K +4,009 New
HCM
2134
Harvey Capital Management
Florida
$693K -$17.3K -100 -2%
HCM
2135
Hutchinson Capital Management
California
$693K +$3.82K +22 +0.6%
OIM
2136
Orca Investment Management
Oregon
$691K -$20.3K -117 -3%
SF
2137
Summit Financial
New Jersey
$691K +$18.7K +107 +3%
SIS
2138
Sound Income Strategies
Florida
$687K +$1.56K +9 +0.2%
JFA
2139
JNBA Financial Advisors
Minnesota
$685K -$8.51K -49 -1%
HIS
2140
Harvest Investment Services
Illinois
$684K -$50.9K -293 -7%
MIAS
2141
Mason Investment Advisory Services
Virginia
$683K -$167K -960 -20%
AIP
2142
Almanack Investment Partners
Pennsylvania
$683K +$9.1K +52 +1%
CAMG
2143
CWA Asset Management Group
Florida
$683K +$128K +738 +23%
WBG
2144
Wharton Business Group
Pennsylvania
$681K +$681K +3,919 New
KS
2145
Karpas Strategies
Connecticut
$679K +$21.6K +124 +3%
HWAM
2146
Hennion & Walsh Asset Management
New Jersey
$674K -$328K -1,888 -33%
CT
2147
Clearstead Trust
Maine
$674K – – –
CWAG
2148
Compton Wealth Advisory Group
Virginia
$674K +$75.7K +436 +13%
MFC
2149
Morris Financial Concepts
South Carolina
$674K +$674K +3,883 New
PG
2150
Pendal Group
Australia
$667K -$1.45M -8,326 -68%
84 85
86
87 88