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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 %
PWMG
2251
Prestige Wealth Management Group
New Jersey
$652K +$9.96K +65 +2%
PCM
2252
Pointe Capital Management
Michigan
$651K +$4.71K +31 +0.7%
ME
2253
McIlrath & Eck
Washington
$650K -$1.83K -12 -0.3%
SFA
2254
Souders Financial Advisors
Ohio
$650K +$119K +784 +22%
TFF
2255
The Family Firm
Maryland
$650K -$152 -1 -0%
MS
2256
Madden Securities
Texas
$649K -$113K -742 -15%
TF
2257
Trek Financial
Arizona
$648K -$497K -3,269 -43%
CSWM
2258
Cassady Schiller Wealth Management
Ohio
$648K +$9.88K +65 +2%
MSWM
2259
McGlone Suttner Wealth Management
Wisconsin
$648K -$455K -2,993 -41%
CFG
2260
Carr Financial Group
Massachusetts
$646K – – –
AIS
2261
American Investment Services
Massachusetts
$644K – – –
RIG
2262
RiverFront Investment Group
Virginia
$644K +$31.5K +207 +5%
FFP
2263
Freedom Financial Partners
Minnesota
$643K +$643K +4,228 New
AG
2264
AmeriFlex Group
Nevada
$643K +$643K +4,266 New
C
2265
Certuity
Florida
$642K +$163K +1,070 +34%
AWM
2266
Aprio Wealth Management
Georgia
$641K +$35.4K +233 +6%
ILI
2267
Invesco LLC (Illinois)
Illinois
$639K -$252K -1,659 -28%
ERIM
2268
Eagle Ridge Investment Management
Connecticut
$639K – – –
WA
2269
Waddell & Associates
Tennessee
$638K -$2.43K -16 -0.4%
EMB
2270
Elefante Mark B
$638K +$638K +4,195 New
NC
2271
Napatree Capital
Rhode Island
$636K +$98.5K +648 +18%
T
2272
Transce3nd
Texas
$633K +$633K +4,162 New
PAM
2273
PCG Asset Management
New Jersey
$633K +$633K +4,161 New
ONST
2274
Old North State Trust
North Carolina
$632K -$46.3K -304 -7%
CFG
2275
Clayton Financial Group
Missouri
$632K -$65.2K -429 -9%
89 90
91
92 93