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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 %
TCPW
2801
Twin City Private Wealth
North Carolina
$322K +$6.14K +40 +2%
EAM
2802
Evanson Asset Management
California
$322K – – –
RTC
2803
Real Talk Capital
Tennessee
$322K +$322K +2,114 New
ACM
2804
Avalon Capital Management
California
$321K -$144K -950 -31%
3F
2805
360 Financial
Minnesota
$321K – – –
AFO
2806
Arrowroot Family Office
California
$321K -$4.87K -32 -1%
HC
2807
Hoese & Co
Minnesota
$320K – – –
BSTWA
2808
Blake Schutter Theil Wealth Advisors
Ohio
$319K -$540K -3,553 -63%
BW
2809
Bison Wealth
Georgia
$319K -$534K -3,514 -63%
PA
2810
PharVision Advisers
Florida
$319K +$319K +2,097 New
EFG
2811
Ethos Financial Group
Pennsylvania
$319K -$40.2K -262 -11%
WAM
2812
Walker Asset Management
Missouri
$319K +$19.3K +127 +6%
SAMC
2813
Spectrum Asset Management (California)
California
$319K – – –
SIA
2814
Strategic Investment Advisors
Michigan
$317K -$12.5K -82 -4%
BWM
2815
BankPlus Wealth Management
Mississippi
$317K +$317K +2,085 New
RDIA
2816
RE Dickinson Investment Advisors
Iowa
$317K +$3.03K +2 +1%
CV
2817
Counterweight Ventures
North Carolina
$317K – – –
PAM
2818
PVG Asset Management
Colorado
$317K +$317K +2,082 New
LA
2819
Lane & Associates
New Jersey
$316K -$18.5K -123 -6%
MIM
2820
Merrion Investment Management
New Jersey
$316K -$239K -1,550 -43%
GCP
2821
Gill Capital Partners
Colorado
$315K +$8.82K +58 +3%
CCM
2822
Cox Capital Management
Massachusetts
$314K -$3.19K -21 -1%
RDFA
2823
Ritter Daniher Financial Advisory
Ohio
$314K – – –
BAM
2824
Bosun Asset Management
Illinois
$313K +$4.11K +27 +1%
RF
2825
Roxbury Financial
New Jersey
$313K +$313K +1,911 New
111 112
113
114 115