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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 %
SPWG
2601
Syntegra Private Wealth Group
Missouri
$418K -$26.3K -173 -6%
HIG
2602
Heritage Investment Group
Florida
$418K – – –
SPI
2603
Sutton Place Investors
New York
$417K -$14.9K -98 -3%
CWM
2604
Centric Wealth Management
Illinois
$417K -$10.6K -70 -2%
CCA
2605
Clearwater Capital Advisors
Illinois
$417K – – –
TAM
2606
Trillium Asset Management
Massachusetts
$417K +$6.84K +45 +2%
MSR
2607
Main Street Research
Connecticut
$417K +$34K +221 +9%
SH
2608
SLT Holdings
Arizona
$416K +$416K +2,736 New
BWA
2609
BlueChip Wealth Advisors
Georgia
$416K +$19.6K +129 +5%
HIS
2610
Harvest Investment Services
Illinois
$416K +$91.4K +601 +28%
CIA
2611
Compass Ion Advisors
Pennsylvania
$415K -$23.1K -152 -5%
FPW
2612
Flywheel Private Wealth
California
$414K +$414K +2,720 New
SSA
2613
Sierra Summit Advisors
Nevada
$413K +$63.7K +419 +18%
FSA
2614
Financial Security Advisor
Virginia
$412K -$2.92K -19 -0.7%
JIR
2615
James Investment Research
Ohio
$412K -$678K -4,459 -62%
SAM
2616
Sompo Asset Management
Japan
$412K -$100K -660 -20%
LA
2617
LexAurum Advisors
Kansas
$412K +$51.1K +336 +14%
RFA
2618
Resurgent Financial Advisors
Georgia
$412K -$428K -2,813 -51%
WFA
2619
Websterrogers Financial Advisors
South Carolina
$411K +$203K +1,336 +98%
SAA
2620
Southeast Asset Advisors
Georgia
$410K +$3.8K +25 +0.9%
TA
2621
TFB Advisors
Kansas
$410K -$36.6K -241 -8%
ACA
2622
Ackerman Capital Advisors
Texas
$409K – – –
OF
2623
Optimize Financial
California
$408K +$408K +2,685 New
CW
2624
Code Waechter
Florida
$408K +$7.45K +49 +2%
MFG
2625
Midwest Financial Group
Kansas
$407K -$430K -2,825 -51%
103 104
105
106 107