PEP icon

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 %
MC
3126
McCarthy & Cox
Ohio
$215K – – –
MEAC
3127
M.E. Allison & Co
Texas
$215K +$215K +1,413 New
TWM
3128
Topsail Wealth Management
North Carolina
$215K +$215K +1,398 New
NC
3129
NBW Capital
Massachusetts
$214K -$65.5K -431 -23%
SWA
3130
Safir Wealth Advisors
New Hampshire
$214K – – –
FI
3131
Fosun International
China
$213K – – –
MF
3132
Meridian Financial
Massachusetts
$213K -$22.8K -150 -10%
BCAM
3133
Boston Common Asset Management
Massachusetts
$213K – – –
BPC
3134
Bearing Point Capital
Minnesota
$213K +$213K +1,400 New
DFA
3135
DHK Financial Advisors
New Hampshire
$213K – – –
FP
3136
Financial Perspectives
Minnesota
$213K +$15.4K +101 +8%
PIFP
3137
Partners in Financial Planning
Virginia
$213K – – –
SN
3138
Sittner & Nelson
Oregon
$213K +$760 +5 +0.4%
PCA
3139
Peddock Capital Advisors
Massachusetts
$211K -$8.97K -59 -4%
RF
3140
Rossby Financial
Florida
$211K +$211K +1,389 New
SWM
3141
SilverOak Wealth Management
Minnesota
$211K +$1.22K +8 +0.6%
SPP
3142
Single Point Partners
Massachusetts
$211K +$211K +1,391 New
HP
3143
HT Partners
Connecticut
$211K – – –
AL
3144
ADE LLC
Maryland
$210K – – –
CWM
3145
Centricity Wealth Management
Ohio
$209K +$209K +1,377 New
AWA
3146
Amplius Wealth Advisors
Pennsylvania
$209K -$3.65K -24 -2%
SFMG
3147
Sage Financial Management Group
Virginia
$209K – – –
WFA
3148
Wade Financial Advisory
California
$209K -$15.2K -100 -7%
BC
3149
Barrett & Company
Rhode Island
$209K – – –
AWM
3150
Allen Wealth Management
North Carolina
$209K -$29.8K -196 -12%
124 125
126
127 128