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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 %
PW
2326
Peninsula Wealth
California
$503K +$503K +2,898 New
IWP
2327
Innova Wealth Partners
Pennsylvania
$502K -$13K -75 -3%
CGH
2328
CMG Global Holdings
Texas
$502K +$15.8K +91 +3%
FFG
2329
Frisch Financial Group
New York
$502K +$26.4K +160 +6%
RCA
2330
Riverview Capital Advisers
Massachusetts
$500K +$500K +2,881 New
CWA
2331
Cornerstone Wealth Advisors
Minnesota
$497K – – –
KF
2332
Krilogy Financial
Missouri
$497K +$41.4K +238 +9%
1WA
2333
180 Wealth Advisors
Washington
$495K -$8.71K -50 -2%
ST
2334
Sageworth Trust
Pennsylvania
$494K -$1.24M -7,129 -72%
1WM
2335
1900 Wealth Management
Texas
$494K +$235K +1,351 +90%
PCM
2336
Pointe Capital Management
Michigan
$493K -$5.03K -29 -1%
FMN
2337
Financial Management Network
California
$493K -$1.39K -8 -0.3%
VFA
2338
Voya Financial Advisors
Connecticut
$492K -$191K -1,105 -28%
SFG
2339
Sunburst Financial Group
Alabama
$492K +$62K +357 +14%
OFS
2340
Oldfather Financial Services
Nebraska
$491K +$12.1K +73 +3%
AWM
2341
Accurate Wealth Management
Florida
$491K +$19.1K +115 +4%
BAAM
2342
Baker Avenue Asset Management
California
$491K +$491K +2,825 New
CA
2343
Carson Advisory
Georgia
$491K +$491K +2,827 New
WF
2344
Wayfinding Financial
Washington
$491K +$491K +2,899 New
AWA
2345
Aaron Wealth Advisors
Illinois
$490K -$19.3K -111 -4%
MGWM
2346
Marks Group Wealth Management
Minnesota
$490K -$10.3K -59 -2%
AFIA
2347
America First Investment Advisors
Nebraska
$490K – – –
LD
2348
Lipe & Dalton
New York
$490K +$26.9K +155 +6%
EWA
2349
EverSource Wealth Advisors
Alabama
$490K +$490K +2,823 New
SC
2350
Stephens Consulting
Michigan
$489K +$489K +2,812 New
92 93
94
95 96