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PepsiCo
PEP

Overview Fund Activity

3,435 hedge funds and large institutions have $160B invested in PepsiCo in 2024 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,077 increasing their positions, 1,627 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,435
Holders Change
+120
Holders Change %
+3.62%
% of All Funds
45.72%
Holding in Top 10
62
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.22%
% of All Funds
0.83%
New
378
Increased
1,077
Reduced
1,627
Closed
187
Calls
$1.61B
Puts
$1.71B
Net Calls
-$92.2M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$871M
2
Charles Schwab
Charles Schwab
California
+$586M
3
BlackRock
BlackRock
New York
+$342M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$296M
5
UBS Group
UBS Group
Switzerland
+$261M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$2.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$613M
3
Bank of America
Bank of America
North Carolina
-$517M
4
IAIM
International Assets Investment Management
Florida
-$481M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
2476
Spinnaker Investment Group
California
$468K -$64.8K -426 -12%
IFWM
2477
Institute for Wealth Management
Colorado
$466K -$8.97K -59 -2%
PWM
2478
Partners Wealth Management
California
$466K +$466K +3,065 New
RFS
2479
Richardson Financial Services
Massachusetts
$465K -$207K -1,364 -31%
BWM
2480
Birchcreek Wealth Management
Ohio
$464K -$8.06K -53 -2%
RCA
2481
Riverview Capital Advisers
Massachusetts
$464K – – –
MA
2482
Mezzasalma Advisors
New Jersey
$463K +$114K +747 +32%
CWC
2483
Carolinas Wealth Consulting
North Carolina
$463K -$10.7K -70 -2%
IIM
2484
Ironwood Investment Management
Massachusetts
$463K – – –
SCM
2485
Sage Capital Management
New Jersey
$463K – – –
PWA
2486
PCG Wealth Advisors
Kansas
$462K – – –
USWIA
2487
UP Strategic Wealth Investment Advisors
Pennsylvania
$462K -$42K -276 -8%
DC
2488
DeDora Capital
California
$462K – – –
WCA
2489
Westover Capital Advisors
Delaware
$462K -$1.26M -8,286 -73%
AWA
2490
Adapt Wealth Advisors
Georgia
$461K – – –
EA
2491
Everpar Advisors
Oklahoma
$461K -$122K -801 -21%
DCA
2492
DSG Capital Advisors
Minnesota
$461K +$461K +3,034 New
MIM
2493
Marco Investment Management
Georgia
$461K -$47.9K -315 -9%
GAM
2494
GEM Asset Management
Michigan
$461K -$23K -151 -5%
BWM
2495
BlackDiamond Wealth Management
New York
$461K -$15.4K -101 -3%
GXJ
2496
Global X Japan
Japan
$460K +$78K +513 +20%
GC
2497
Garde Capital
Washington
$458K – – –
ZAM
2498
Zevin Asset Management
Massachusetts
$458K +$2.89K +19 +0.6%
MC
2499
Montag & Caldwell
Georgia
$457K -$105K -691 -19%
MWPCG
2500
Measured Wealth Private Client Group
New Hampshire
$457K +$6.23K +41 +1%
98 99
100
101 102