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PepsiCo
PEP

Overview Fund Activity

3,433 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, 1,625 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,433
Holders Change
+119
Holders Change %
+3.59%
% of All Funds
45.71%
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
1,625
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
$4.69B
2
Charles Schwab
Charles Schwab
California
$3.83B
3
BlackRock
BlackRock
New York
$17.1B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$681M
5
UBS Group
UBS Group
Switzerland
$1.23B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$1.34M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$844M
3
Bank of America
Bank of America
North Carolina
$3.59B
4
IAIM
International Assets Investment Management
Florida
$3.22M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
3526
Baron Wealth Management
Michigan
– -$268K -1,577 Closed
CMBA
3527
C.M. Bidwell & Associates
Hawaii
– -$266K -1,565 Closed
CWA
3528
Centennial Wealth Advisory
Michigan
– -$261K -1,532 Closed
BAM
3529
Brave Asset Management
New Jersey
– -$255K -1,502 Closed
GDP
3530
Great Diamond Partners
Maine
– -$250K -1,472 Closed
FAG
3531
Fortitude Advisory Group
Washington
– -$250K -1,471 Closed
TW
3532
Traveka Wealth
California
– -$247K -1,455 Closed
CWMS
3533
Cannon Wealth Management Services
North Carolina
– -$247K -1,452 Closed
SF
3534
Safeguard Financial
Wisconsin
– -$246K -1,447 Closed
WAG
3535
Windsor Advisory Group
Ohio
– -$244K -1,435 Closed
HAM
3536
Harmony Asset Management
Arizona
– -$241K -1,414 Closed
WN
3537
Williams & Novak
California
– -$240K -1,414 Closed
WMP
3538
Wealth Management Partners
Arizona
– -$239K -1,408 Closed
SHFP
3539
Second Half Financial Partners
Florida
– -$239K -1,404 Closed
TA
3540
TruWealth Advisors
Louisiana
– -$236K -1,387 Closed
AW
3541
Alaethes Wealth
Nevada
– -$235K -1,383 Closed
PGWM
3542
Parisi Gray Wealth Management
New Jersey
– -$234K -1,377 Closed
IAM
3543
Impact Asset Management
– -$233K -1,370 Closed
HFW
3544
Horizon Family Wealth
Illinois
– -$231K -1,358 Closed
HIF
3545
Hill Island Financial
Michigan
– -$231K -1,357 Closed
PFA
3546
Pathway Financial Advisors
Vermont
– -$231K -1,356 Closed
PFM
3547
Phillips Financial Management
Indiana
– -$230K -1,350 Closed
DIP
3548
Davis Investment Partners
North Carolina
– -$227K -1,339 Closed
CWA
3549
CJM Wealth Advisers
Virginia
– -$227K -1,338 Closed
HFF
3550
Halter Ferguson Financial
Indiana
– -$227K -1,332 Closed
140 141
142
143 144