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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 %
LD
2726
Lipe & Dalton
New York
$357K -$25.9K -170 -7%
SL
2727
SWMG LLC
Texas
$356K -$1.19K -8 -0.3%
CCG
2728
Coastwise Capital Group
California
$356K +$133K +872 +59%
RHP
2729
Royal Harbor Partners
Texas
$355K – – –
GJIA
2730
Glass Jacobson Investment Advisors
Maryland
$354K -$18.4K -121 -5%
SGC
2731
Slocum, Gordon & Co
Rhode Island
$354K – – –
FFA
2732
Fi3 Financial Advisors
Indiana
$353K -$130K -846 -27%
ML
2733
McAdam LLC
Pennsylvania
$352K +$38.5K +253 +12%
BF
2734
bLong Financial
Tennessee
$352K +$352K +2,314 New
HKAM
2735
Horizon Kinetics Asset Management
New York
$352K – – –
LA
2736
Latitude Advisors
Florida
$352K -$37.6K -247 -10%
CFA
2737
Cahill Financial Advisors
Minnesota
$351K +$126K +830 +56%
TPW
2738
Tiller Private Wealth
Pennsylvania
$350K – – –
RIP
2739
Reliant Investment Partners
North Carolina
$350K +$350K +2,305 New
MAP
2740
Moody Aldrich Partners
Massachusetts
$350K -$49K -322 -12%
EWA
2741
ERTS Wealth Advisors
Michigan
$350K -$6.84K -45 -2%
HFP
2742
Holistic Financial Partners
Indiana
$350K -$1.98K -13 -0.6%
JJBC
2743
James J. Burns & Company
New York
$350K +$45.5K +300 +15%
CWM
2744
Chemistry Wealth Management
New York
$350K +$33.8K +222 +11%
NCM
2745
Nelson Capital Management
California
$350K -$146K -962 -29%
S
2746
Sunpointe
Missouri
$349K +$84.5K +551 +32%
OBWG
2747
Onyx Bridge Wealth Group
New York
$348K -$6.08K -40 -2%
CWA
2748
Clearview Wealth Advisors
Oregon
$348K -$2.74K -18 -0.8%
RFG
2749
Range Financial Group
Oregon
$348K +$67.4K +443 +24%
MWP
2750
Meriwether Wealth & Planning
Louisiana
$347K +$347K +2,284 New
108 109
110
111 112