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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 %
GWANC
1926
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M +$176K +1,160 +21%
FWA
1927
Flagship Wealth Advisors
Massachusetts
$1.01M +$1.01M +6,638 New
SCI
1928
Stableford Capital II
Arizona
$1.01M -$13.4K -88 -1%
LJAC
1929
L.J. Altfest & Co
New York
$1.01M -$42.3K -278 -4%
MLA
1930
My Legacy Advisors
Oregon
$1M -$12.6K -87 -1%
SIA
1931
SkyView Investment Advisors
New Jersey
$999K +$999K +6,572 New
OPA
1932
Old Port Advisors
Maine
$998K -$28.6K -188 -3%
EFG
1933
Everhart Financial Group
Ohio
$998K -$298K -1,957 -23%
KFA
1934
Kelleher Financial Advisors
New York
$992K -$1.22K -8 -0.1%
BIG
1935
Brooklyn Investment Group
New York
$992K -$113K -742 -10%
LIP
1936
Lighthouse Investment Partners
Florida
$991K +$991K +6,514 New
AC
1937
Avestar Capital
New York
$990K -$321K -2,087 -24%
MCM
1938
Marathon Capital Management
Maryland
$988K +$34.2K +225 +4%
SAM
1939
Strategy Asset Managers
California
$987K -$1.06K -7 -0.1%
ATWA
1940
Arbor Trust Wealth Advisors
Michigan
$987K -$28.4K -185 -3%
DAM
1941
Doheny Asset Management
California
$985K – – –
CPIA
1942
Cornell Pochily Investment Advisors
New York
$985K -$17.2K -113 -2%
WG
1943
Watchman Group
Texas
$983K -$2M -13,180 -67%
EWA
1944
Etesian Wealth Advisors
Oregon
$982K -$107K -702 -10%
CFO
1945
Custos Family Office
Texas
$977K +$6.08K +40 +0.6%
FAFN
1946
First Affirmative Financial Network
Colorado
$976K +$4.56K +30 +0.5%
CPA
1947
Cardiff Park Advisors
California
$973K -$4.26K -28 -0.4%
WTFG
1948
Wells Trecaso Financial Group
Ohio
$972K – – –
NB
1949
Northwest Bancshares
Pennsylvania
$972K -$144K -949 -13%
PIA
1950
Pinion Investment Advisors
Kansas
$970K -$203K -1,337 -17%
76 77
78
79 80