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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 %
Mawer Investment Management
3101
Mawer Investment Management
Alberta, Canada
$222K -$37M -243,270 -99%
RWI
3102
Red Wave Investments
Pennsylvania
$221K -$1.98K -13 -0.9%
GHA
3103
Granite Harbor Advisors
Texas
$221K -$3.5K -23 -2%
HA
3104
HFG Advisors
Ohio
$221K – – –
PFG
3105
Prosperity Financial Group
California
$221K +$1.22K +8 +0.6%
JSA
3106
Jacobson & Schmitt Advisors
Wisconsin
$220K +$7.6K +50 +4%
CA
3107
Cache Advisors
California
$220K +$220K +1,449 New
CFG
3108
Compton Financial Group
Maryland
$220K – – –
AFS
3109
Axiom Financial Strategies
Indiana
$220K -$2.59K -17 -1%
Legacy Financial Group (Iowa)
3110
Legacy Financial Group (Iowa)
Iowa
$219K +$219K +1,443 New
CSWG
3111
Cardinal Strategic Wealth Guidance
Kentucky
$219K – – –
PSCM
3112
Per Stirling Capital Management
Texas
$219K -$4.71K -31 -2%
LFP
3113
Lakeshore Financial Planning
Michigan
$219K – – –
MM
3114
MQS Management
New York
$219K -$705K -4,638 -76%
NFA
3115
Northwest Financial Advisors
Virginia
$218K +$18.2K +120 +9%
CS
3116
Capital Square
Tennessee
$218K +$19.8K +133 +10%
BF
3117
Brucke Financial
Indiana
$217K +$217K +1,442 New
AA
3118
Aire Advisors
California
$217K -$1.06K -7 -0.5%
IWA
3119
IBEX Wealth Advisors
New Jersey
$217K +$217K +1,426 New
HCP
3120
Holt Capital Partners
Texas
$217K – – –
HFS
3121
Heritage Financial Services
Massachusetts
$216K +$22.2K +146 +11%
EI
3122
Ellevest Inc
New York
$216K -$41.1K -270 -16%
WAOTB
3123
Wealth Advisors of Tampa Bay
Florida
$216K -$785K -5,160 -78%
PMG
3124
Private Management Group
California
$216K – – –
PCM
3125
Pennsylvania Capital Management
Pennsylvania
$215K +$4.56K +30 +2%
123 124
125
126 127