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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
MSA
1301
Marino Stram & Associates
Massachusetts
$3M -$94.2K -546 -3%
AWE
1302
Avidian Wealth Enterprises
Texas
$2.99M +$169K +979 +6%
VWMG
1303
Virginia Wealth Management Group
Virginia
$2.99M -$12.3K -71 -0.4%
WKWM
1304
Walter & Keenan Wealth Management
Indiana
$2.99M +$37.3K +216 +1%
CCB
1305
Cutter & Co Brokerage
Missouri
$2.98M -$115K -666 -4%
RP
1306
Riverbridge Partners
Minnesota
$2.98M -$25.9K -150 -0.8%
SC
1307
Sapient Capital
Indiana
$2.97M -$119K -689 -4%
P
1308
Pitcairn
Pennsylvania
$2.96M +$201K +1,164 +7%
MP
1309
McDonald Partners
Ohio
$2.95M +$1.04K +6 +0%
TNB
1310
Thomasville National Bank
Georgia
$2.95M -$39.7K -230 -1%
CASB
1311
Cape Ann Savings Bank
Massachusetts
$2.95M -$56.1K -325 -2%
FWTB
1312
First Western Trust Bank
Colorado
$2.94M -$6.04K -35 -0.2%
CPBTD
1313
Central Pacific Bank - Trust Division
Hawaii
$2.94M +$317K +1,836 +11%
GD
1314
Grandfield & Dodd
New York
$2.94M – – –
VIA
1315
Vickerman Investment Advisors
Washington
$2.93M +$4.32K +25 +0.1%
CWM
1316
Cordatus Wealth Management
Pennsylvania
$2.93M +$3.07M +17,781 New
CAM
1317
Cozad Asset Management
Illinois
$2.92M +$2.07K +12 +0.1%
GM
1318
GeoWealth Management
Illinois
$2.91M +$479K +2,777 +19%
MPAM
1319
Murphy Pohlad Asset Management
Minnesota
$2.91M +$13.8K +80 +0.5%
RWM
1320
Rockline Wealth Management
New York
$2.91M +$40.9K +237 +1%
AWM
1321
Avior Wealth Management
Nebraska
$2.91M -$400K -2,317 -12%
SF
1322
Summit Financial
New Jersey
$2.9M +$1.3M +7,523 +75%
ACM
1323
Alta Capital Management
Utah
$2.9M +$56.6K +328 +2%
MIM
1324
Moseley Investment Management
Florida
$2.89M +$30K +174 +1%
SC
1325
Syon Capital
California
$2.89M +$127K +736 +4%
51 52
53
54 55

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.