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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 %
JWM
1851
Jeppson Wealth Management
California
$1.12M +$42.9K +282 +4%
WI
1852
WrapManager Inc
California
$1.12M -$113K -740 -9%
CPA
1853
Court Place Advisors
Maryland
$1.12M -$70.1K -461 -6%
PEA
1854
Park Edge Advisors
Ohio
$1.11M – – –
CBT
1855
CoreFirst Bank & Trust
Kansas
$1.11M -$9.43K -62 -0.8%
BCM
1856
Brown Capital Management
Maryland
$1.11M +$55.5K +365 +5%
PIA
1857
Panoramic Investment Advisors
Colorado
$1.11M -$166K -1,089 -13%
PMSA
1858
Patrick M. Sweeney & Associates
Illinois
$1.1M -$7.6K -50 -0.7%
FAT
1859
First American Trust
California
$1.1M +$392K +2,580 +55%
PWA
1860
Phoenix Wealth Advisors
North Carolina
$1.1M +$15.7K +103 +1%
MTC
1861
Matrix Trust Company
Colorado
$1.1M +$151K +992 +16%
CAM
1862
Cidel Asset Management
Ontario, Canada
$1.1M +$59.9K +394 +6%
KIC
1863
Keating Investment Counselors
Florida
$1.1M -$3.8K -25 -0.3%
MTIC
1864
Missouri Trust & Investment Company
Missouri
$1.1M +$100K +660 +10%
MCA
1865
Magnolia Capital Advisors
Mississippi
$1.1M +$1.1M +7,250 New
WCM
1866
Weaver Capital Management
Georgia
$1.1M -$256K -1,681 -19%
PAG
1867
Powers Advisory Group
Illinois
$1.1M -$2.43K -16 -0.2%
DFG
1868
Delta Financial Group
New Jersey
$1.09M +$1.09M +7,194 New
SW
1869
Simplicity Wealth
New Jersey
$1.09M -$2.46M -16,192 -69%
AIM
1870
Arcadia Investment Management
Michigan
$1.09M +$523K +3,439 +92%
SAM
1871
SignalPoint Asset Management
Missouri
$1.09M -$70.6K -464 -6%
AWC
1872
Adamsbrown Wealth Consultants
Kansas
$1.09M -$36.9K -243 -3%
FNBOH
1873
First National Bank of Hutchinson
Kansas
$1.09M +$143K +939 +15%
MCCP
1874
Mission Creek Capital Partners
California
$1.08M +$519K +6,865 +93%
CSI
1875
Cross Staff Investments
New York
$1.08M – – –
73 74
75
76 77