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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 %
PA
2226
Probity Advisors
Texas
$591K -$91K -524 -13%
CIG
2227
Cairn Investment Group
Washington
$591K – – –
BAG
2228
Briggs Advisory Group
Rhode Island
$590K +$590K +3,394 New
SFG
2229
Sovereign Financial Group
Connecticut
$589K +$42K +242 +8%
AWP
2230
Abacus Wealth Partners
California
$589K +$13K +75 +2%
CWM
2231
Connecticut Wealth Management
Connecticut
$588K -$33.1K -191 -5%
SIM
2232
SSI Investment Management
California
$588K -$869 -5 -0.1%
JFA
2233
Johanson Financial Advisors
California
$588K +$6.95K +40 +1%
SIA
2234
Soltis Investment Advisors
Utah
$586K -$35.8K -206 -6%
APC
2235
Aspire Private Capital
North Carolina
$585K -$8.51K -49 -1%
FOA
2236
Five Oceans Advisors
California
$583K +$100K +578 +21%
RHP
2237
Royal Harbor Partners
Texas
$583K +$212K +1,217 +57%
NW
2238
NewEdge Wealth
Pennsylvania
$581K +$12K +69 +2%
WE
2239
Wealth Effects
Massachusetts
$581K +$581K +3,342 New
CIP
2240
Convergence Investment Partners
Florida
$579K -$22.2K -128 -4%
FIM
2241
Freedom Investment Management
Connecticut
$576K -$20.3K -117 -3%
OTPPB
2242
Ontario Teachers' Pension Plan Board
Ontario, Canada
$575K -$400K -2,302 -41%
SWIM
2243
Smallwood Wealth Investment Management
New Jersey
$574K +$574K +3,307 New
BWM
2244
Birchcreek Wealth Management
Ohio
$573K +$2.26K +13 +0.4%
TIAM2
2245
Tru Independence Asset Management 2
Oregon
$572K -$75.3K -433 -12%
HCM
2246
Highview Capital Management
Illinois
$572K +$572K +3,293 New
LC
2247
Landaas & Company
Wisconsin
$570K -$7.47K -43 -1%
FPCP
2248
Fort Point Capital Partners
California
$569K -$12K -69 -2%
VRM
2249
Vectors Research Management
New York
$569K +$17K +98 +3%
HC
2250
HNP Capital
New York
$569K +$17K +98 +3%
88 89
90
91 92