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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 %
PCP
2226
Proficio Capital Partners
Massachusetts
$677K +$125K +824 +23%
WP
2227
Waycross Partners
Kentucky
$674K – – –
SFS
2228
Security Financial Services
Indiana
$673K +$11.3K +74 +2%
ANC
2229
Ames National Corp
Iowa
$672K +$672K +4,422 New
PWA
2230
Provenance Wealth Advisors
Florida
$671K -$354K -2,329 -35%
EFA
2231
Evernest Financial Advisors
Indiana
$670K -$81K -533 -11%
FPW
2232
Fairvoy Private Wealth
Alabama
$670K +$670K +4,407 New
PM
2233
Phraction Management
Connecticut
$669K +$394K +2,591 +143%
SFI
2234
Susquehanna Fundamental Investments
Pennsylvania
$669K +$669K +4,400 New
SP
2235
Successful Portfolios
Florida
$668K +$41.8K +275 +7%
SWMP
2236
Signature Wealth Management Partners
New Jersey
$664K -$45.6K -300 -6%
CICI
2237
Capital Investment Counsel Inc
North Carolina
$663K -$6.54K -43 -1%
TIA
2238
Trust Investment Advisors
Indiana
$663K -$590K -3,877 -47%
GHAM
2239
Gilman Hill Asset Management
Connecticut
$660K – – –
CAM
2240
Councilmark Asset Management
Tennessee
$659K +$3.65K +24 +0.6%
HCP
2241
Hexagon Capital Partners
Arkansas
$657K -$43K -283 -6%
VCM
2242
Versant Capital Management
Arizona
$657K +$121K +797 +23%
MSG
2243
Main Street Group
Virginia
$657K +$4.11K +27 +0.6%
CG
2244
Clarus Group
Texas
$656K -$101K -666 -13%
WDL
2245
Well Done LLC
Michigan
$655K – – –
TIM
2246
Tortoise Investment Management
New York
$655K -$39.5K -260 -6%
RC
2247
Reik & Co
New York
$655K – – –
SFG
2248
Sovereign Financial Group
Connecticut
$653K -$34.1K -224 -5%
FG
2249
Foster Group
Iowa
$653K -$218K -1,432 -25%
GWM
2250
Greenwich Wealth Management
Connecticut
$653K +$3.8K +25 +0.6%
88 89
90
91 92