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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
KFBMI
1426
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.47M – – –
FSC
1427
Full Sail Capital
Oklahoma
$2.47M +$5.87K +34 +0.2%
VCM
1428
Viewpoint Capital Management
Washington
$2.47M -$37.5K -217 -1%
TWA
1429
TCI Wealth Advisors
Arizona
$2.46M +$488K +2,825 +23%
VAS
1430
Vestmark Advisory Solutions
Massachusetts
$2.46M +$266K +1,540 +12%
OPW
1431
Oxler Private Wealth
New York
$2.45M +$20.2K +117 +0.8%
JWM
1432
JPL Wealth Management
Colorado
$2.44M +$182K +1,056 +8%
PFBT
1433
Parkside Financial Bank & Trust
Missouri
$2.44M -$85.3K -494 -3%
VNA
1434
Valley National Advisers
Pennsylvania
$2.43M -$103K -599 -4%
NSEDCP
1435
NJ State Employees Deferred Compensation Plan
New Jersey
$2.43M -$708K -4,100 -22%
CAM
1436
Chesapeake Asset Management
New York
$2.43M +$14K +81 +0.6%
DRD
1437
Dennis R. Delaney
$2.43M -$228K -1,319 -8%
LSA
1438
Leonteq Securities AG
Switzerland
$2.42M +$622K +3,605 +33%
SW
1439
StrongBox Wealth
Missouri
$2.41M +$18.8K +109 +0.8%
SEM
1440
Suncoast Equity Management
Florida
$2.41M +$89.2K +517 +4%
OF
1441
Outfitter Financial
Maine
$2.4M -$7.77K -45 -0.3%
RCAG
1442
Rehmann Capital Advisory Group
Michigan
$2.4M +$79K +458 +3%
CG
1443
CFO4Life Group
Texas
$2.39M – – –
KWA
1444
Kingswood Wealth Advisors
California
$2.39M +$606K +3,512 +32%
LKIM
1445
Lawson Kroeker Investment Management
Nebraska
$2.39M +$5.52K +32 +0.2%
LCM
1446
Liberty Capital Management
Michigan
$2.38M +$46.8K +271 +2%
CF
1447
Centaurus Financial
California
$2.38M +$1.69M +9,770 +210%
ZIC
1448
ZWJ Investment Counsel
Georgia
$2.38M -$25.4K -147 -1%
CI
1449
Cigna Investments
Connecticut
$2.36M -$38.5K -223 -2%
BIM
1450
Baldwin Investment Management
Pennsylvania
$2.36M -$121K -700 -5%
56 57
58
59 60

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.