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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 %
FCCM
1976
First City Capital Management
Georgia
$947K -$7.15K -47 -0.7%
CPSC
1977
Carl P. Sherr & Co
Massachusetts
$945K -$144K -945 -13%
APW
1978
Acima Private Wealth
Virginia
$944K – – –
SAI
1979
Savvy Advisors Inc
New York
$944K +$451K +2,964 +91%
PAM
1980
Parvin Asset Management
South Dakota
$943K +$943K +6,203 New
HVP
1981
Hudson Value Partners
Florida
$942K -$34.2K -225 -4%
EFL
1982
ERn Financial LLC
Wisconsin
$942K +$27.4K +180 +3%
TF
1983
Tudor Financial
Ohio
$939K +$386K +2,538 +70%
EIP
1984
Ellis Investment Partners
Pennsylvania
$939K -$36.5K -240 -4%
GAAM
1985
Guinness Atkinson Asset Management
California
$938K +$178K +1,170 +23%
RA
1986
Rockingstone Advisors
Massachusetts
$938K -$423K -2,782 -31%
EAM
1987
Empirical Asset Management
Massachusetts
$936K +$3.32K +124 +0.4%
MIA
1988
MeadowBrook Investment Advisors
Michigan
$935K -$760 -5 -0.1%
TFA
1989
Transamerica Financial Advisors
Florida
$934K +$107K +703 +13%
NFG
1990
Nadler Financial Group
Illinois
$934K -$49.4K -325 -5%
NERM
1991
New England Research & Management
Illinois
$932K -$38.8K -255 -4%
TC
1992
Trust Company
Kansas
$932K -$17.8K -117 -2%
IWM
1993
Integris Wealth Management
California
$931K -$48.5K -319 -5%
PFC
1994
Poplar Forest Capital
California
$930K – – –
SFG
1995
Shum Financial Group
California
$928K -$41.8K -275 -4%
DWP
1996
Destiny Wealth Partners
Florida
$926K -$8.67K -57 -0.9%
LA
1997
Lifeworks Advisors
Michigan
$925K -$813K -5,350 -47%
OHWP
1998
Oak Harbor Wealth Partners
North Carolina
$925K -$57.2K -376 -6%
BWM
1999
Buckley Wealth Management
Nevada
$924K +$19.9K +131 +2%
PFM
2000
Potomac Fund Management
Florida
$924K +$924K +6,077 New
78 79
80
81 82