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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 %
SFA
2201
Semmax Financial Advisors
North Carolina
$613K -$170K -979 -22%
NQWM
2202
Northwest Quadrant Wealth Management
Oregon
$613K -$14.8K -85 -2%
SFS
2203
Security Financial Services
Indiana
$613K +$613K +3,526 New
IP
2204
Intellectus Partners
California
$612K -$881K -5,038 -59%
CWC
2205
Carolinas Wealth Consulting
North Carolina
$612K -$8.75K -50 -1%
HSWM
2206
Hubbell Strickland Wealth Management
Louisiana
$612K – – –
OL
2207
Optas LLC
Texas
$612K +$5.74K +33 +0.9%
BCCM
2208
Bridge Creek Capital Management
Massachusetts
$610K – – –
TWI
2209
Thomas White International
Illinois
$607K – – –
SWM
2210
Silverlake Wealth Management
Vermont
$604K +$604K +3,474 New
AG
2211
AlphaSimPlex Group
Massachusetts
$603K -$705K -4,057 -54%
AFM
2212
Andesa Financial Management
Pennsylvania
$603K +$12.5K +72 +2%
VCM
2213
Versant Capital Management
Arizona
$601K -$1.74K -10 -0.3%
WP
2214
Wealthspan Partners
Iowa
$601K +$601K +3,459 New
KW
2215
KWB Wealth
California
$600K +$351K +2,021 +141%
CBT
2216
Central Bank & Trust
Kentucky
$599K – – –
RFM
2217
Royal Fund Management
Florida
$599K +$16.3K +94 +3%
AWA
2218
Arkadios Wealth Advisors
Georgia
$599K +$36.8K +212 +7%
RFA
2219
RTD Financial Advisors
Pennsylvania
$599K +$599K +3,448 New
CHA
2220
Cooper/Haims Advisors
New York
$596K – – –
ZAM
2221
Zevin Asset Management
Massachusetts
$594K -$15.8K -91 -3%
IFWM
2222
Institute for Wealth Management
Colorado
$594K +$2.78K +16 +0.5%
ABLA
2223
Alan B. Lancz & Associates
Ohio
$594K +$594K +3,417 New
IPAM
2224
ICICI Prudential Asset Management
India
$593K +$593K +3,412 New
VIM
2225
VELA Investment Management
Ohio
$592K +$592K +3,407 New
87 88
89
90 91