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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 %
NG
1176
Novem Group
New York
$3.26M +$3.26M +21,441 New
KA
1177
KLCM Advisors
Wisconsin
$3.26M +$2.34M +15,362 +253%
HWM
1178
Hohimer Wealth Management
Washington
$3.26M -$732K -4,813 -18%
AG
1179
AlTi Global
New York
$3.24M +$65.6K +431 +2%
TPI
1180
Trust Point Inc
Wisconsin
$3.23M +$270K +1,774 +9%
RCA
1181
Resonant Capital Advisors
Wisconsin
$3.23M +$41.5K +271 +1%
FWM
1182
Fairhaven Wealth Management
Illinois
$3.23M -$50.8K -334 -2%
FFA
1183
Fragasso Financial Advisors
Pennsylvania
$3.22M -$272K -1,790 -8%
IAIM
1184
International Assets Investment Management
Florida
$3.22M -$481M -3,198,982 -99%
IIA
1185
ICW Investment Advisors
Arizona
$3.2M +$24.2K +159 +0.8%
BMO
1186
Beck Mack & Oliver
New York
$3.19M -$26.6K -175 -0.8%
NFG
1187
Nations Financial Group
Iowa
$3.19M -$2.28K -15 -0.1%
FWP
1188
FAS Wealth Partners
Kansas
$3.19M +$71.6K +471 +2%
SM
1189
STF Management
Texas
$3.19M +$161K +1,061 +5%
BA
1190
BCM Advisors
Louisiana
$3.18M -$5.68K -39 -0.2%
GM
1191
GeoWealth Management
Illinois
$3.18M +$536K +3,526 +20%
HCM
1192
Hengehold Capital Management
Ohio
$3.18M +$49K +322 +2%
NG
1193
Norden Group
Utah
$3.16M +$274K +1,805 +10%
HT
1194
Heritage Trust
Oklahoma
$3.16M +$3.16M +20,760 New
ATC
1195
Adirondack Trust Company
New York
$3.15M -$91.1K -599 -3%
JWM
1196
JPL Wealth Management
Colorado
$3.15M +$3.15M +20,689 New
FAM
1197
Formidable Asset Management
Ohio
$3.14M +$7.45K +49 +0.2%
AFA
1198
AllGen Financial Advisors
Florida
$3.14M +$69.5K +457 +2%
SSW
1199
Smith Shellnut Wilson
Mississippi
$3.13M -$1.06K -7 -0%
JCM
1200
Jag Capital Management
Missouri
$3.12M +$16.1K +106 +0.5%
46 47
48
49 50