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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 %
CIA
3051
Cohen Investment Advisors
New Hampshire
$237K – – –
NL
3052
Navalign LLC
California
$237K +$237K +1,557 New
TSW
3053
Three Seasons Wealth
Utah
$236K -$1.84K -12 -0.8%
KWA
3054
Kellett Wealth Advisors
Ohio
$236K -$63.6K -418 -21%
SL
3055
Sentinus LLC
Illinois
$235K -$94K -618 -29%
PTCG
3056
Pring Turner Capital Group
California
$235K +$53.2K +350 +29%
RRCM
3057
Rappaport Reiches Capital Management
Illinois
$235K +$304 +2 +0.1%
CA
3058
Crumly & Associates
Illinois
$235K -$156K -1,025 -40%
LFG
3059
Lockerman Financial Group
California
$234K – – –
MWM
3060
Maridea Wealth Management
New York
$234K +$234K +1,539 New
IC
3061
Iconiq Capital
California
$234K -$179K -1,178 -43%
MCAI
3062
Members Capital Advisors Inc
Wisconsin
$233K – – –
SJL
3063
Shayne & Jacobs LLC
Tennessee
$233K +$7.15K +47 +3%
NWMG
3064
National Wealth Management Group
Ohio
$232K +$232K +1,526 New
EIA
3065
Eldridge Investment Advisors
New Hampshire
$232K -$15.2K -100 -6%
FIC
3066
Family Investment Center
Missouri
$232K -$760 -5 -0.3%
AFW
3067
Atlantic Family Wealth
Florida
$232K +$232K +1,523 New
SIA
3068
SGL Investment Advisors
Montana
$231K +$231K +1,605 New
AGA
3069
Arkos Global Advisors
Texas
$231K -$76.1K -501 -25%
PC
3070
Port Capital
Illinois
$231K +$12.2K +80 +6%
PWM
3071
Provident Wealth Management
Tennessee
$230K +$3.65K +24 +2%
ACA
3072
Affinity Capital Advisors
California
$230K -$18.2K -125 -7%
WMWM
3073
Wilkins Miller Wealth Management
Alabama
$229K +$229K +1,509 New
BWFA
3074
Baltimore-Washington Financial Advisors
Maryland
$229K +$23.4K +154 +11%
GMFG
3075
Greater Midwest Financial Group
Minnesota
$229K -$6.08K -40 -3%
121 122
123
124 125