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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 %
BWP
2651
Balboa Wealth Partners
Arizona
$393K -$3.95K -26 -1%
ACM
2652
AUA Capital Management
Pennsylvania
$392K – – –
A
2653
AlphaQuest
New York
$392K +$219K +1,441 +127%
MCWA
2654
Meadow Creek Wealth Advisors
Georgia
$391K +$2.74K +18 +0.7%
SWM
2655
Silverlake Wealth Management
Vermont
$391K +$3.35K +22 +0.9%
AA
2656
Armis Advisers
Georgia
$390K +$390K +2,562 New
IA
2657
Integrity Alliance
Iowa
$389K +$389K +2,561 New
ABLA
2658
Alan B. Lancz & Associates
Ohio
$389K – – –
MPPLM
2659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$388K -$596K -3,922 -61%
BFA
2660
Brendel Financial Advisors
New Hampshire
$388K -$14.9K -98 -4%
TC
2661
TAGStone Capital
North Carolina
$388K +$10.7K +70 +3%
WHCI
2662
W.H. Cornerstone Investments
Massachusetts
$388K -$135K -888 -26%
OFS
2663
Oldfather Financial Services
Nebraska
$387K -$2.89K -19 -0.7%
CIA
2664
Cape Investment Advisory
Georgia
$387K -$28.6K -188 -7%
LAS
2665
LWM Advisory Services
Florida
$386K -$7.72K -51 -2%
PFA
2666
Petra Financial Advisors
Colorado
$386K -$7.76K -51 -2%
CSPIA
2667
Cary Street Partners Investment Advisory
Virginia
$386K -$7.83M -51,497 -95%
BAMG
2668
Brand Asset Management Group
Missouri
$385K +$28.1K +185 +8%
TFGT
2669
TS Financial Group (TSFG)
Illinois
$385K – – –
WCM
2670
Wallace Capital Management
Texas
$385K +$30.4K +200 +9%
IFPG
2671
Intrepid Financial Planning Group
Indiana
$384K -$3.65K -24 -0.9%
NFSG
2672
Newbridge Financial Services Group
Florida
$384K +$384K +2,525 New
WIM
2673
Westside Investment Management
California
$381K +$37.1K +244 +11%
KFG
2674
Kelly Financial Group
Connecticut
$380K +$380K +2,477 New
FDDB
2675
Fidelity D&D Bancorp
Pennsylvania
$380K +$3.8K +25 +1%
105 106
107
108 109