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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 %
CBT
2376
Central Bank & Trust
Kentucky
$537K – – –
HWMC
2377
Heritage Wealth Management (California)
California
$536K +$65.1K +428 +14%
FCIM
2378
Fairview Capital Investment Management
California
$536K +$11.9K +78 +2%
HWMG
2379
Hurlow Wealth Management Group
Indiana
$536K -$5.93K -39 -1%
MIM
2380
Morningstar Investment Management
Illinois
$536K +$53.8K +354 +11%
TBWA
2381
Three Bridge Wealth Advisors
California
$535K +$49.7K +324 +10%
XWM
2382
Xcel Wealth Management
Florida
$535K -$124K -816 -19%
SIC
2383
Samalin Investment Counsel
New York
$535K -$28.4K -187 -5%
EFA
2384
Edge Financial Advisors
Illinois
$534K -$1.52K -10 -0.3%
VCM
2385
Vivaldi Capital Management
Illinois
$533K +$192K +1,242 +56%
BSSFA
2386
Baron Silver Stevens Financial Advisors
Florida
$532K – – –
BB
2387
Burford Brothers
Texas
$531K -$28.1K -185 -5%
CISOA
2388
Capital Investment Services of America
Wisconsin
$530K -$18.6K -122 -3%
CPC
2389
Consolidated Planning Corp
Georgia
$528K -$3.65K -24 -0.7%
PCH
2390
PGIM Custom Harvest
New Jersey
$527K +$180K +1,186 +52%
FA
2391
Fagan Associates
New York
$525K – – –
CCM
2392
Carlson Capital Management
Minnesota
$525K -$40.9K -269 -7%
SGI
2393
Summit Global Investments
Utah
$523K -$1.49M -9,830 -74%
IAP
2394
Indie Asset Partners
Indiana
$522K – – –
MQWP
2395
Morey & Quinn Wealth Partners
Nebraska
$522K +$522K +3,432 New
GAB
2396
German American Bancorp
Indiana
$522K -$3.65K -24 -0.7%
CC
2397
Commons Capital
Massachusetts
$520K +$37.1K +244 +8%
CFGA
2398
Cambridge Financial Group (Arizona)
Arizona
$518K -$55.5K -365 -10%
CP
2399
Creekside Partners
California
$517K -$25.8K -170 -5%
CHA
2400
Cooper/Haims Advisors
New York
$516K +$152 +1 +0%
94 95
96
97 98