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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 %
VCM
2701
Vision Capital Management
Oregon
$370K +$21.4K +141 +6%
OAS
2702
Optivise Advisory Services
Tennessee
$368K +$49.1K +323 +15%
OP
2703
ORG Partners
Indiana
$367K -$12.5K -82 -3%
WTG
2704
West Tower Group
Virginia
$365K +$122K +800 +50%
ACM
2705
Argyle Capital Management
Pennsylvania
$365K – – –
WFAG
2706
Wescott Financial Advisory Group
Pennsylvania
$364K -$13.7K -90 -4%
SWIM
2707
Smallwood Wealth Investment Management
New Jersey
$364K -$10.6K -70 -3%
DFCM
2708
Dark Forest Capital Management
Puerto Rico
$364K -$376K -2,474 -51%
SBF
2709
Sara-Bay Financial
Florida
$363K +$363K +2,395 New
CGH
2710
CMG Global Holdings
Texas
$363K -$27.2K -184 -7%
CAM
2711
Congress Asset Management
Massachusetts
$362K -$120K -789 -25%
ECAM
2712
East Coast Asset Management
Massachusetts
$362K – – –
AIFAIM
2713
American Institute for Advanced Investment Management
Arizona
$362K -$17.5K -115 -5%
WLPWM
2714
Walled Lake Planning & Wealth Management
Illinois
$362K -$11.9K -78 -3%
SWG
2715
Summit Wealth Group
Vermont
$361K -$6.23K -41 -2%
RIM
2716
Rockbridge Investment Management
New York
$361K +$87.4K +575 +32%
MF
2717
Montis Financial
Massachusetts
$360K -$1.06K -7 -0.3%
TLFA
2718
True Link Financial Advisors
California
$360K -$4.71K -31 -1%
1CP
2719
17 Capital Partners
Arizona
$360K -$304 -2 -0.1%
PW
2720
PUREfi Wealth
Massachusetts
$359K +$359K +2,360 New
BWP
2721
Barlow Wealth Partners
Kentucky
$358K -$32.6K -225 -8%
RWA
2722
Rooted Wealth Advisors
Illinois
$358K -$46.8K -322 -12%
WLIM
2723
White Lighthouse Investment Management
Massachusetts
$358K +$2.74K +18 +0.8%
TC
2724
Tacita Capital
Ontario, Canada
$357K -$19.5K -128 -5%
FFA
2725
Florida Financial Advisors
Florida
$357K -$17.5K -115 -5%
107 108
109
110 111