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
VI
351
Vestcor Inc
New Brunswick, Canada
$32.1M +$1.56M +9,066 +5%
WIC
352
Willis Investment Counsel
Georgia
$32M +$6.14M +35,559 +22%
SAI
353
Systematic Alpha Investments
New Jersey
$31.9M – – –
TH
354
TCTC Holdings
Texas
$31.7M -$20.2K -117 -0.1%
CDH
355
Charles D. Hyman
$31.5M -$193K -1,118 -0.6%
Public Employees Retirement Association of Colorado
356
Public Employees Retirement Association of Colorado
Colorado
$31.4M -$647K -3,747 -2%
IMRF
357
Illinois Municipal Retirement Fund
Illinois
$31.3M +$4.87M +28,246 +17%
PAG
358
Private Advisor Group
New Jersey
$30.9M +$714K +4,137 +2%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$30.8M -$138K -800 -0.4%
BBHC
360
Brown Brothers Harriman & Co
New York
$30.8M +$981K +5,682 +3%
ACIM
361
Azimuth Capital Investment Management
Michigan
$30.6M -$280K -1,625 -0.9%
EAM
362
Erste Asset Management
Austria
$30.6M +$1.78M +10,334 +6%
Rafferty Asset Management
363
Rafferty Asset Management
New York
$30.4M +$802K +4,649 +3%
CCMG
364
Clark Capital Management Group
Pennsylvania
$30.3M -$747K -4,327 -2%
SFI
365
Susquehanna Fundamental Investments
Pennsylvania
$30.3M +$2.76M +16,018 +10%
DCM
366
Donaldson Capital Management
Indiana
$30.2M -$25.5K -148 -0.1%
SRIM
367
Saratoga Research & Investment Management
California
$29.9M -$667K -3,863 -2%
CCP
368
Clarkston Capital Partners
Michigan
$29.9M +$488K +2,829 +2%
DLA
369
Douglas Lane & Associates
New York
$29.9M +$5.53M +32,044 +21%
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$29.7M -$1.17M -6,790 -4%
CIC
371
Carnegie Investment Counsel
Ohio
$29M +$705K +4,083 +2%
SCM
372
Shelton Capital Management
Colorado
$29M +$463K +2,682 +2%
BAM
373
Berkshire Asset Management
Pennsylvania
$28.7M +$1.74M +10,054 +6%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$28.7M +$853K +4,945 +3%
MOACM
375
Mutual of America Capital Management
New York
$28.6M -$1.18M -6,835 -4%
13 14
15
16 17

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.