We are live on ! Find out more
PEP icon

PepsiCo
PEP

3,321 hedge funds and large institutions have $167B invested in PepsiCo in 2024 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,459 increasing their positions, 1,330 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.52B

10% more repeat investments, than reductions

Existing positions increased: 1,459 | Existing positions reduced: 1,330

6% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 156

0.42% more ownership

Funds ownership: 73.23% → 73.65% (+0.42%)

1% less funds holding

Funds holding: 3,362 → 3,321 (-41)

5% less capital invested

Capital invested by funds: $176B → $167B (-$9.15B)

24% less funds holding in top 10

Funds holding in top 10: 120 → 91 (-29)

Holders
3,321
Holders Change
-41
Holders Change %
-1.22%
% of All Funds
47.96%
Holding in Top 10
91
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-24.17%
% of All Funds
1.31%
New
166
Increased
1,459
Reduced
1,330
Closed
156
Calls
$1.78B
Puts
$1.52B
Net Calls
+$259M
Net Calls Change
+$322M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$534M
2
Goldman Sachs
Goldman Sachs
New York
+$527M
3
Holocene Advisors
Holocene Advisors
New York
+$352M
4
UBS AM
UBS AM
Illinois
+$346M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$294M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$295M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$258M
3
Two Sigma Investments
Two Sigma Investments
New York
-$239M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$168M
5
BlackRock
BlackRock
New York
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3351
FDx Advisors
Illinois
– -$3.72M -21,234 Closed
CCIA
3352
Campbell & Co Investment Adviser
Maryland
– -$3.52M -20,136 Closed
RCM
3353
Radnor Capital Management
Pennsylvania
– -$3.32M -18,961 Closed
CP
3354
CenterBook Partners
Connecticut
– -$3.2M -18,279 Closed
SPS
3355
Susquehanna Portfolio Strategies
Pennsylvania
– -$2.94M -16,800 Closed
BHCM
3356
Brevan Howard Capital Management
Jersey
– -$2.42M -13,808 Closed
CA
3357
CoreCap Advisors
Michigan
– -$2.41M -13,758 Closed
MAV
3358
Mason & Associates (Virginia)
Virginia
– -$2.36M -13,465 Closed
GAM
3359
Grandview Asset Management
Pennsylvania
– -$2.32M -13,252 Closed
PP
3360
Prudential plc
United Kingdom
– -$2.3M -13,129 Closed
BCM
3361
Bayesian Capital Management
New York
– -$2.28M -13,011 Closed
HIC
3362
Hartline Investment Corp
Illinois
– -$2.06M -11,797 Closed
IFU
3363
iSAM Funds (UK)
United Kingdom
– -$1.99M -11,372 Closed
LAS
3364
Lloyd Advisory Services
Georgia
– -$1.72M -9,810 Closed
VI
3365
Versor Investments
New York
– -$1.65M -9,400 Closed
WWS
3366
Wellington Wealth Strategies
Indiana
– -$1.59M -9,111 Closed
SW
3367
Solidarity Wealth
Utah
– -$1.47M -8,311 Closed
SPA
3368
Sherbrooke Park Advisers
New York
– -$1.45M -8,280 Closed
GI
3369
GLOBALT Investments
Georgia
– -$1.41M -8,059 Closed
DFG
3370
Delta Financial Group
New Jersey
– -$1.35M -7,701 Closed
MWM
3371
Maltin Wealth Management
New Jersey
– -$1.28M -7,319 Closed
CFM
3372
Catalyst Funds Management
Australia
– -$1.16M -6,600 Closed
OWM
3373
OneAscent Wealth Management
Alabama
– -$1.06M -6,038 Closed
WFM
3374
Wolff Financial Management
Michigan
– -$1.05M -5,978 Closed
WG
3375
Winton Group
United Kingdom
– -$860K -4,912 Closed
133 134
135
136 137

PEP Hedge Fund Activity: Q2 2024 in Review

3,321 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2024, worth a combined $167B — down 5.2% from $176B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new PEP positions and 156 closed out — a net gain of 10 holders — while 1,459 added to existing stakes and 1,330 trimmed.

The largest buyer was Invesco, adding an estimated $534M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $295M sold.

  • 3,321 institutional investors held PepsiCo (PEP) as of Q2 2024, down from 3,362 in Q1 2024.
  • Funds reported $167B of PepsiCo stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 166 funds opened new PepsiCo positions in Q2 2024 and 156 closed out, a net change of +10 holders.
  • The largest PepsiCo buyer in Q2 2024 was Invesco, an estimated $534M added.
  • The largest PepsiCo seller in Q2 2024 was Two Sigma Advisers, an estimated $295M sold.

Based on aggregated 13F filings for Q2 2024.