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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 %
AFG
2001
ABLE Financial Group
Arizona
$923K -$89.7K -590 -9%
IA
2002
Insight Advisors
Pennsylvania
$921K -$41.9K -276 -4%
GWA
2003
Gibson Wealth Advisors
Texas
$920K -$251K -1,652 -21%
CPC
2004
Congress Park Capital
New York
$920K +$34.2K +225 +4%
TWM
2005
Triton Wealth Management
Arizona
$919K +$114K +691 +14%
ADIM
2006
Alpha DNA Investment Management
Maryland
$919K +$17.5K +115 +2%
SIA
2007
Schechter Investment Advisors
Michigan
$919K -$512K -3,369 -36%
TCBWMS
2008
Texas Capital Bank Wealth Management Services
Texas
$916K +$3.8K +25 +0.4%
QCIG
2009
Quad-Cities Investment Group
Iowa
$915K +$9.12K +60 +1%
CTFG
2010
Capstone Triton Financial Group
Oklahoma
$914K +$54.7K +360 +6%
SQA
2011
Simon Quick Advisors
New Jersey
$913K -$168K -1,108 -16%
MPIA
2012
Mountain Pacific Investment Advisers
Idaho
$909K -$111K -730 -11%
BAAM
2013
Baker Avenue Asset Management
California
$908K -$18.6K -122 -2%
FM
2014
Foster & Motley
Ohio
$907K -$7.9K -52 -0.9%
WFM
2015
Wolff Financial Management
Michigan
$906K -$4.26K -28 -0.5%
FWM
2016
Forza Wealth Management
Florida
$905K +$19.5K +128 +2%
AWA
2017
Alta Wealth Advisors
Massachusetts
$905K -$31.2K -205 -3%
JSL
2018
JT Stratford LLC
Georgia
$904K -$87.3K -574 -9%
HWA
2019
Heartwood Wealth Advisors
Virginia
$901K +$2.13K +14 +0.2%
WAG
2020
Winthrop Advisory Group
Massachusetts
$900K +$1.98K +13 +0.2%
EIM
2021
Essex Investment Management
Massachusetts
$899K – – –
KHCM
2022
Kirtland Hills Capital Management
Ohio
$899K +$233K +1,535 +35%
BA
2023
Ballast Advisors
Minnesota
$898K -$228K -1,501 -20%
BP
2024
BBR Partners
New York
$897K -$295K -1,938 -25%
AFG
2025
Atomi Financial Group
New York
$897K -$68.7K -452 -7%
79 80
81
82 83