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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
RIM
576
Rakuten Investment Management
Japan
$13.5M +$5.35M +30,983 +62%
AIP
577
Ameritas Investment Partners
Nebraska
$13.5M -$532K -3,082 -4%
YIA
578
YHB Investment Advisors
Connecticut
$13.5M -$25.9K -150 -0.2%
GIM
579
Goelzer Investment Management
Indiana
$13.5M +$62K +359 +0.4%
JC
580
Jacobs & Co
California
$13.5M +$337K +1,955 +2%
PWLP
581
Prio Wealth Limited Partnership
Massachusetts
$13.3M -$4.86M -28,150 -26%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$13.3M -$153K -887 -1%
AAM
583
Auxier Asset Management
Oregon
$13.3M -$28.8K -167 -0.2%
JF
584
Jump Financial
Illinois
$13.2M +$5.23M +30,294 +61%
AC
585
Addenda Capital
Quebec, Canada
$13.2M +$693K +4,016 +5%
AA
586
Ancora Advisors
Ohio
$13.2M -$261K -1,515 -2%
SCA
587
Snowden Capital Advisors
New York
$13.2M -$1.38M -7,993 -9%
SAM
588
Securian Asset Management
Minnesota
$13M -$328K -1,903 -2%
RSVP
589
Ramsay Stattman Vela & Price
Colorado
$13M +$1.37M +7,921 +11%
HW
590
Hancock Whitney
Mississippi
$12.9M -$43.3K -251 -0.3%
DP
591
Dearborn Partners
Illinois
$12.9M +$115K +665 +0.9%
SSA
592
South Street Advisors
New York
$12.8M +$321K +1,858 +2%
GI
593
GAMCO Investors
Connecticut
$12.8M -$747K -4,326 -5%
FCMC
594
Founders Capital Management (Connecticut)
Connecticut
$12.8M -$40.2K -233 -0.3%
LCP
595
LGT Capital Partners
Switzerland
$12.8M -$3.39M -19,669 -20%
AWM
596
Axxcess Wealth Management
California
$12.8M +$1.58M +9,136 +13%
CC
597
Constitution Capital
Connecticut
$12.8M -$2.84M -16,470 -18%
SWP
598
Stratos Wealth Partners
Ohio
$12.8M -$305K -1,766 -2%
FG
599
Fiduciary Group
Georgia
$12.7M -$94.6K -548 -0.7%
IMCOOI
600
Investment Management Corp of Ontario (IMCO)
Canada
$12.7M +$9.43M +54,655 +246%
22 23
24
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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.