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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 %
AFM
2126
Armstrong Fleming & Moore
District of Columbia
$788K -$7.3K -48 -0.9%
SMWM
2127
Silvia McColl Wealth Management
California
$787K – – –
PA
2128
Promethium Advisors
Maryland
$784K +$153 +1 +0%
SG
2129
Somerset Group
Minnesota
$781K – – –
CCM
2130
Chilton Capital Management
Texas
$778K +$5.63K +37 +0.7%
OWP
2131
Obermeyer Wealth Partners
Colorado
$777K +$42.1K +277 +6%
AGWCA
2132
Annis Gardner Whiting Capital Advisors
Florida
$775K +$21.8K +142 +3%
TNA
2133
True North Advisors
Texas
$773K +$57.6K +379 +8%
IWA
2134
IVC Wealth Advisors
Pennsylvania
$772K -$59.8K -393 -7%
CAM
2135
CPA Asset Management
Florida
$772K – – –
UBV
2136
United Bank (Virginia)
Virginia
$770K -$81K -533 -10%
CWM
2137
Chesapeake Wealth Management
Virginia
$770K -$29.4K -193 -4%
HFS
2138
Hopwood Financial Services
Virginia
$767K +$767K +5,047 New
AAG
2139
Armstrong Advisory Group
Massachusetts
$763K -$5.63K -37 -0.7%
MP
2140
Moment Partners
California
$763K +$763K +5,017 New
DWAM
2141
Duncan Williams Asset Management
Tennessee
$762K +$13.4K +88 +2%
GWA
2142
Gratus Wealth Advisors
Virginia
$760K -$7.15K -47 -0.9%
TFO
2143
Tarbox Family Office
California
$758K – – –
QWM
2144
Quadcap Wealth Management
Texas
$758K -$835K -5,489 -52%
AWAU
2145
Alliance Wealth Advisors (Utah)
Utah
$757K +$116K +760 +18%
SPA
2146
Sherbrooke Park Advisers
New York
$755K +$132K +866 +21%
WDC
2147
Woodward Diversified Capital
California
$750K -$395K -2,599 -35%
MMHP
2148
Murphy Middleton Hinkle & Parker
Georgia
$748K – – –
1IA
2149
1620 Investment Advisors
Massachusetts
$748K -$434K -2,851 -37%
PWCM
2150
Processus Wealth & Capital Management
Tennessee
$746K +$608 +4 +0.1%
84 85
86
87 88