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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 %
AWA
1476
Arkadios Wealth Advisors
Georgia
$2.04M -$301K -1,978 -13%
AIM
1477
Aspen Investment Management
Michigan
$2.03M -$104K -687 -5%
RWM
1478
RKL Wealth Management
Pennsylvania
$2.03M +$61.9K +407 +3%
LWL
1479
Leo Wealth LLC
Texas
$2.03M +$655K +4,309 +48%
PFGIA
1480
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M -$91.2K -600 -4%
EA
1481
Ellsworth Advisors
Ohio
$2.03M +$60.7K +399 +3%
MFA
1482
Mayflower Financial Advisors
Massachusetts
$2.02M +$74.1K +487 +4%
BOH
1483
Bank of Hawaii
Hawaii
$2.01M -$397K -2,609 -16%
TPWM
1484
Twelve Points Wealth Management
Massachusetts
$2.01M +$563K +3,702 +39%
AWP
1485
Ascent Wealth Partners
New York
$2M -$2.13K -14 -0.1%
NI
1486
Natural Investments
California
$2M +$2M +13,178 New
RWM
1487
Ritholtz Wealth Management
New York
$2M -$503K -3,308 -20%
WWM
1488
Wolff Wiese Magana
California
$2M +$63.1K +415 +3%
CGL
1489
Clarius Group LLC
Washington
$1.99M +$383K +2,521 +24%
V
1490
VeraBank
Texas
$1.98M -$14.9K -98 -0.7%
IIL
1491
Insight Inv LLC
California
$1.98M -$69.8K -455 -3%
GFA
1492
Gifford Fong Associates
California
$1.98M – – –
EHWM
1493
Eads & Heald Wealth Management
Georgia
$1.97M -$15.2K -100 -0.8%
GAM
1494
Grandview Asset Management
Pennsylvania
$1.97M +$1.97M +12,948 New
GSWM
1495
Greenup Street Wealth Management
Michigan
$1.96M +$1.96M +12,914 New
FCP
1496
Fidelis Capital Partners
Florida
$1.96M +$172K +1,147 +10%
TW
1497
TrinityPoint Wealth
Connecticut
$1.96M -$396K -2,604 -17%
WCM
1498
Wisconsin Capital Management
Wisconsin
$1.96M -$74.4K -489 -4%
AIA
1499
AIMZ Investment Advisors
California
$1.95M -$15.2K -100 -0.8%
KGC
1500
Kennon-Green & Company
Ohio
$1.95M +$185K +1,216 +10%
58 59
60
61 62