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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 %
CMP
901
Coston McIsaac & Partners
Maine
$5.41M -$570K -3,748 -10%
EAMA
902
EFG Asset Management (Americas)
Florida
$5.4M -$2.1M -13,815 -28%
PL
903
Parkwood LLC
Ohio
$5.4M +$528K +3,471 +11%
CICC
904
Capital Investment Counsel (Colorado)
Colorado
$5.39M +$211K +1,385 +4%
PAS
905
Park Avenue Securities
New York
$5.39M -$2.52M -16,549 -32%
RDWM
906
Red Door Wealth Management
Tennessee
$5.39M +$390K +2,568 +8%
WAM
907
Wallington Asset Management
Indiana
$5.38M -$79.1K -520 -1%
VF
908
Virtu Financial
New York
$5.37M +$3.93M +25,851 +273%
WP
909
WealthPLAN Partners
Nebraska
$5.36M -$318K -2,091 -6%
PWM
910
Perigon Wealth Management
California
$5.33M -$395K -2,694 -7%
MCM
911
Mengis Capital Management
Oregon
$5.33M -$395K -2,595 -7%
BEAM
912
Baker Ellis Asset Management
Washington
$5.32M -$155K -1,017 -3%
AC
913
Addison Capital
Pennsylvania
$5.32M -$39.8K -262 -0.7%
BRM
914
Boston Research & Management
Massachusetts
$5.31M +$108K +710 +2%
LNWWM
915
Laird Norton Wetherby Wealth Management
California
$5.29M -$600K -3,946 -10%
FPCP
916
Fort Point Capital Partners
California
$5.27M -$267K -1,759 -5%
DWT
917
Dorsey & Whitney Trust
South Dakota
$5.26M -$365K -2,400 -6%
PWP
918
Private Wealth Partners
California
$5.26M -$203K -1,333 -4%
TCM
919
Tufton Capital Management
Maryland
$5.25M +$27.4K +180 +0.5%
RB
920
Rodgers Brothers
Pennsylvania
$5.22M -$50.9K -335 -1%
BFG
921
Bleakley Financial Group
New Jersey
$5.21M -$737K -4,845 -12%
SCP
922
Shorepoint Capital Partners
Massachusetts
$5.21M +$97.9K +644 +2%
PWM
923
Peterson Wealth Management
Nevada
$5.19M -$86.2K -567 -2%
NWM
924
Northcape Wealth Management
New York
$5.18M -$3.95K -26 -0.1%
OAM
925
Ostrum Asset Management
France
$5.18M -$1.76M -11,542 -25%
35 36
37
38 39