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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 %
SAM
2826
Shikiar Asset Management
New York
$312K – – –
LGWM
2827
Litman Gregory Wealth Management
California
$312K – – –
CM
2828
Columbus Macro
Pennsylvania
$312K +$71.6K +471 +30%
BAM
2829
Bellevue Asset Management
Washington
$311K – – –
CA
2830
Claris Advisors
Missouri
$311K +$4.71K +31 +2%
SFC
2831
SYM Financial Corp
Indiana
$311K -$88.4K -581 -22%
PD
2832
Planning Directions
Pennsylvania
$310K -$27.1K -178 -8%
SFG
2833
Sterling Financial Group
California
$310K -$20.1K -132 -6%
EWP
2834
Elevation Wealth Partners
California
$309K -$36.5K -240 -11%
I
2835
INVST
Indiana
$308K -$148K -976 -33%
SDWMA
2836
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K – – –
DIA
2837
Davidson Investment Advisors
Montana
$307K -$17.6K -116 -5%
RP
2838
Rowlandmiller & Partners
Georgia
$306K – – –
EFH
2839
Eaton Financial Holdings
Florida
$306K -$1.21M -7,925 -80%
GL
2840
Gerber LLC
Ohio
$305K – – –
PCA
2841
Purkiss Capital Advisors
Connecticut
$305K +$305K +2,007 New
FI
2842
FWG Investments
Kentucky
$305K -$28K -184 -8%
CBOR
2843
Community Bank of Raymore
Missouri
$304K – – –
MIA
2844
MMBG Investment Advisors
Florida
$304K – – –
KWS
2845
Keystone Wealth Services
California
$304K -$23.4K -154 -7%
CIA
2846
Cascade Investment Advisors
Oregon
$304K – – –
MM
2847
Meridian Management
Arkansas
$304K +$3.65K +24 +1%
ASG
2848
Ariston Services Group
California
$303K +$303K +1,995 New
CWM
2849
Centurion Wealth Management
Virginia
$303K -$36.8K -242 -11%
SGWM
2850
Sterling Group Wealth Management
California
$302K – – –
112 113
114
115 116