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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 %
PGA
2426
Portland Global Advisors
Maine
$432K -$15.6K -90 -3%
BA
2427
Ballew Advisors
Mississippi
$432K – – –
CWS
2428
Cypress Wealth Services
California
$432K +$5.56K +32 +1%
SA
2429
SL Advisors
New Jersey
$431K -$16.7K -96 -4%
HA
2430
HFG Advisors
Ohio
$431K +$431K +2,484 New
CM
2431
Columbus Macro
Pennsylvania
$429K -$23.5K -135 -5%
PFA
2432
Pure Financial Advisors
California
$428K +$38.5K +222 +10%
SIA
2433
Strategic Investment Advisors
Michigan
$427K +$41.7K +240 +11%
SFS
2434
Stiles Financial Services
Minnesota
$427K +$427K +2,457 New
DU
2435
Delphia (USA)
Ontario, Canada
$427K +$427K +2,460 New
Capstone Investment Advisors
2436
Capstone Investment Advisors
New York
$424K -$3.63M -20,920 -90%
TW
2437
Transform Wealth
Colorado
$424K -$60.3K -347 -12%
ECAM
2438
East Coast Asset Management
Massachusetts
$424K – – –
MGAM
2439
McGowan Group Asset Management
Texas
$424K +$424K +2,438 New
BI
2440
Ballast Inc
Kentucky
$423K +$423K +2,437 New
NED
2441
Nancy E. Dempze
$421K – – –
JAFL
2442
Jay A. Fishman Ltd
Michigan
$421K – – –
AC
2443
Apella Capital
Connecticut
$420K -$40.5K -233 -9%
FAG
2444
Fortitude Advisory Group
Washington
$420K +$420K +2,412 New
PPW
2445
Parcion Private Wealth
Washington
$419K -$60.5K -345 -13%
WLIM
2446
White Lighthouse Investment Management
Massachusetts
$419K +$694 +4 +0.2%
FNBOSM
2447
First National Bank of South Miami
Florida
$418K -$521 -3 -0.1%
TIA
2448
Tiemann Investment Advisors
California
$418K +$33K +190 +9%
SOAMC
2449
Spirit of America Management Corp
New York
$417K – – –
CSWG
2450
Cardinal Strategic Wealth Guidance
Kentucky
$417K – – –
96 97
98
99 100