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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 %
PIP
2176
Peachtree Investment Partners
Florida
$723K -$188K -1,236 -21%
DIM
2177
Delta Investment Management
California
$723K +$225K +1,480 +45%
PSC
2178
Prentiss Smith & Co
Vermont
$718K – – –
SSWG
2179
Seven Springs Wealth Group
Tennessee
$717K -$34.2K -225 -5%
CFIA
2180
Cantor Fitzgerald Investment Advisors
New York
$717K +$38K +250 +6%
SFWA
2181
Summit Financial Wealth Advisors
Louisiana
$715K +$150 +1 +0%
RPWA
2182
Regent Peak Wealth Advisors
Georgia
$712K -$1.43M -9,388 -67%
WMA
2183
West Michigan Advisors
Michigan
$712K -$22.1K -144 -3%
DBRC
2184
D.B. Root & Company
Pennsylvania
$711K +$11.6K +76 +2%
KW
2185
KWB Wealth
California
$711K -$21.8K -128 -3%
FAM
2186
Fairtree Asset Management
South Africa
$711K +$711K +4,673 New
BDF
2187
Black Diamond Financial
Maryland
$710K +$43.3K +285 +6%
CWP
2188
CFM Wealth Partners
Texas
$708K +$36.5K +240 +5%
SC
2189
Savoie Capital
Illinois
$707K – – –
MSF
2190
Mustard Seed Financial
Arkansas
$706K – – –
CCM
2191
Chickasaw Capital Management
Tennessee
$705K – – –
BMWM
2192
Brown Miller Wealth Management
Virginia
$705K -$169K -1,111 -19%
AWAP
2193
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$705K – – –
MIM
2194
Miller Investment Management
Pennsylvania
$704K – – –
SIC
2195
Sigma Investment Counselors
Michigan
$704K +$48.5K +319 +7%
SWA
2196
SOA Wealth Advisors
New York
$702K -$43.5K -286 -6%
KTM
2197
Keeler Thomas Management
Utah
$701K – – –
LB
2198
Legacy Bridge
Iowa
$701K – – –
SWA
2199
Sax Wealth Advisors
New Jersey
$701K -$113K -744 -14%
WCM
2200
WealthBridge Capital Management
Ohio
$700K -$760 -5 -0.1%
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88
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