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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 %
GCM
1001
Garland Capital Management
Washington
$4.42M -$16K -105 -0.4%
RSWM
1002
Robertson Stephens Wealth Management
California
$4.41M +$147K +956 +3%
WP
1003
WMS Partners
Maryland
$4.41M +$77.4K +509 +2%
FFA
1004
Farther Finance Advisors
California
$4.4M +$292K +1,923 +7%
MBTD
1005
Mechanics Bank - Trust Department
California
$4.4M -$243K -1,598 -5%
IWA
1006
Icon Wealth Advisors
Texas
$4.39M +$82.9K +545 +2%
RWM
1007
RBA Wealth Management
California
$4.38M +$41.8K +275 +1%
MCC
1008
Money Concepts Capital
Florida
$4.38M +$20.4K +134 +0.5%
BA
1009
Baugh & Associates
Georgia
$4.37M -$22.3K -153 -0.5%
BP
1010
Ballentine Partners
Massachusetts
$4.34M -$152K -999 -3%
HNWAG
1011
High Net Worth Advisory Group
Florida
$4.34M -$214K -1,410 -5%
PHS
1012
Pekin Hardy Strauss
Illinois
$4.34M -$421K -2,769 -9%
PDM
1013
Penn Davis McFarland
Texas
$4.34M -$1.52K -10 -0%
FIM
1014
Fruth Investment Management
Texas
$4.32M -$35K -230 -0.8%
CG
1015
Caprock Group
Idaho
$4.31M -$177K -1,154 -4%
BHPW
1016
Beverly Hills Private Wealth
California
$4.31M +$222K +1,460 +5%
LRIC
1017
Long Road Investment Counsel
Michigan
$4.3M – – –
TCOO
1018
Trust Company of Oklahoma
Oklahoma
$4.3M +$121K +799 +3%
CAL
1019
Capital Analysts LLC
Pennsylvania
$4.29M -$52K -342 -1%
RPC
1020
Rossmore Private Capital
Connecticut
$4.28M -$149K -986 -3%
RIA
1021
Regal Investment Advisors
Michigan
$4.28M -$145K -955 -3%
LIM
1022
Leavell Investment Management
Alabama
$4.27M +$10.9K +71 +0.3%
WC
1023
Westhampton Capital
North Carolina
$4.27M +$24.3K +160 +0.6%
MMM
1024
Mendel Money Management
Illinois
$4.26M -$245K -1,614 -5%
HCM
1025
Horrell Capital Management
Arkansas
$4.24M +$6.23K +41 +0.1%
39 40
41
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