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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 %
WI
2101
WBI Investments
New Jersey
$807K +$195K +1,284 +32%
NA
2102
Novus Advisors
South Carolina
$807K +$807K +5,304 New
CCFM
2103
Clear Creek Financial Management
Washington
$806K +$244K +1,604 +43%
CFP
2104
Catalyst Financial Partners
Massachusetts
$806K -$146K -962 -15%
JWWM
2105
Johnson & White Wealth Management
Pennsylvania
$806K +$806K +5,366 New
PG
2106
Proffitt & Goodson
Tennessee
$806K -$15.1K -99 -2%
LAM
2107
L2 Asset Management
Massachusetts
$806K -$20.2K -133 -2%
CA
2108
Cresta Advisors
Texas
$804K – – –
S
2109
SimplyRich
California
$803K – – –
CIA
2110
Cladis Investment Advisory
Montana
$803K +$42.6K +280 +6%
LWM
2111
Lakeridge Wealth Management
Ohio
$803K -$7.76K -51 -1%
AR
2112
Apeiron RIA
Texas
$802K +$165K +1,082 +26%
ISFAN
2113
Investor's Fiduciary Advisor Network
Washington
$802K +$802K +5,280 New
AAM
2114
Aureus Asset Management
Massachusetts
$801K -$1.52K -10 -0.2%
REMPR
2115
Roof Eidam Maycock Peralta (REMP)
California
$800K – – –
AIC
2116
Argus Investors Counsel
New York
$797K -$132K -865 -14%
PRP
2117
Peak Retirement Planning
Ohio
$797K +$797K +5,247 New
HBWM
2118
Hollow Brook Wealth Management
New York
$796K – – –
CCA
2119
Cottonwood Capital Advisors
Utah
$794K -$4.56K -30 -0.6%
AT
2120
Arlington Trust
Alabama
$793K +$78.9K +519 +11%
GFG
2121
Goldstone Financial Group
Illinois
$792K +$17.5K +115 +2%
OFS
2122
OneAscent Financial Services
Alabama
$792K +$21.6K +141 +3%
BCM
2123
Boltwood Capital Management
California
$790K +$3.8K +25 +0.5%
PCA
2124
Prosperity Capital Advisors
Ohio
$789K +$21.4K +141 +3%
1M
2125
1248 Management
Missouri
$788K +$788K +5,137 New
83 84
85
86 87