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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 %
HDIM
2051
Hanson & Doremus Investment Management
Vermont
$862K +$177K +1,162 +26%
PAA
2052
Peregrine Asset Advisers
Oregon
$862K -$827K -5,438 -49%
GB
2053
Goepper Burkhardt
South Carolina
$860K – – –
RPCONE
2054
Retirement Planning Company of New England
Rhode Island
$860K -$13.7K -90 -2%
BCG
2055
Breakwater Capital Group
New Jersey
$859K +$87.7K +577 +11%
CA
2056
Cornerstone Advisory
Maryland
$855K +$17.1K +119 +2%
VWM
2057
Vigilare Wealth Management
Arizona
$855K -$89.4K -588 -9%
FMTC
2058
Farmers & Merchants Trust Company
California
$854K -$55.7K -366 -6%
MCM
2059
Mill Capital Management
North Carolina
$854K -$17.5K -115 -2%
SLA
2060
Silver Lake Advisory
Utah
$853K -$15.2K -100 -2%
BRG
2061
Bay Rivers Group
Virginia
$849K -$15.2K -100 -2%
SFG
2062
Sunburst Financial Group
Alabama
$848K -$37.9K -249 -4%
GPI
2063
General Partner Inc
Pennsylvania
$847K – – –
NAS
2064
NWF Advisory Services
California
$844K +$844K +5,503 New
OPPS
2065
Obsidian Personal Planning Solutions
Maryland
$842K +$301 +2 +0%
OWM
2066
OneAscent Wealth Management
Alabama
$842K -$64.8K -426 -7%
FPWM
2067
FSB Premier Wealth Management
Iowa
$842K +$108K +710 +15%
MCM
2068
Magnolia Capital Management
New York
$839K -$45K -296 -5%
RCWM
2069
Royal Capital Wealth Management
Indiana
$838K -$67.8K -446 -7%
TCOTS
2070
Trust Company of the South
North Carolina
$838K -$18.1K -119 -2%
DE
2071
Diversified Enterprises
Delaware
$836K -$48.5K -319 -5%
PIMG
2072
Patriot Investment Management Group
Tennessee
$836K – – –
AIA
2073
AssuredPartners Investment Advisors
Florida
$836K +$836K +5,496 New
BFAG
2074
Blackston Financial Advisory Group
Florida
$835K +$97.2K +639 +13%
AW
2075
Alteri Wealth
California
$832K +$832K +5,472 New
81 82
83
84 85