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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 %
BOS
2176
Bank of Stockton
California
$643K – – –
ISWM
2177
Independent Solutions Wealth Management
New York
$641K -$2.43K -14 -0.4%
LWM
2178
Loveless Wealth Management
Montana
$639K +$68.6K +395 +12%
SFG
2179
SNS Financial Group
Minnesota
$638K – – –
UCI
2180
Uncommon Cents Investing
Wisconsin
$638K – – –
DI
2181
Disciplined Investments
Oklahoma
$638K +$56.4K +325 +10%
SWA
2182
Sax Wealth Advisors
New Jersey
$637K +$323K +1,859 +103%
OFG
2183
Oxford Financial Group
Indiana
$635K +$4.52K +26 +0.7%
STA
2184
Summit Trail Advisors
New York
$635K +$51.2K +293 +9%
PCS
2185
Personal CFO Solutions
New Jersey
$632K +$4.87K +28 +0.8%
SIC
2186
Sigma Investment Counselors
Michigan
$631K -$5.38K -31 -0.8%
CWM
2187
Cabot Wealth Management
Massachusetts
$630K +$6.08K +35 +1%
ALAM
2188
Asahi Life Asset Management
Japan
$629K -$29.5K -170 -4%
SFWA
2189
Summit Financial Wealth Advisors
Louisiana
$629K -$3.64K -21 -0.6%
AWM
2190
AllSquare Wealth Management
New York
$627K -$64.6K -372 -9%
WAM
2191
WFA Asset Management
Wisconsin
$626K +$626K +3,601 New
LPIC
2192
LeJeune Puetz Investment Counsel
Michigan
$624K – – –
TCM
2193
Tanaka Capital Management
New York
$623K -$32.8K -189 -5%
BP
2194
Broadleaf Partners
Ohio
$623K – – –
SFA
2195
Souders Financial Advisors
Ohio
$622K -$46.2K -266 -7%
FC
2196
Financial Council
Maryland
$621K +$1.39K +8 +0.2%
FSG
2197
Financial Strategies Group
Michigan
$621K +$97.1K +559 +19%
CAM
2198
Cubic Asset Management
Massachusetts
$619K – – –
CAM
2199
Covenant Asset Management
New Jersey
$615K – – –
GWA
2200
Gibson Wealth Advisors
Texas
$615K +$615K +3,540 New
86 87
88
89 90