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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 %
MGWM
2401
Marks Group Wealth Management
Minnesota
$516K +$12K +79 +2%
DCM
2402
DGS Capital Management
New Jersey
$516K -$14K -92 -3%
FM
2403
Family Management
New York
$515K – – –
CCIA
2404
Cherry Creek Investment Advisors
Colorado
$515K -$1.06K -7 -0.2%
CIS
2405
Custom Index Systems
New York
$514K +$22.5K +148 +5%
RWP
2406
Ridgecrest Wealth Partners
California
$514K – – –
GSWM
2407
Golden State Wealth Management
California
$514K +$514K +3,379 New
PPWP
2408
Proquility Private Wealth Partners
Nevada
$513K -$629K -4,136 -55%
BPW
2409
Bingham Private Wealth
California
$512K +$512K +3,370 New
PWP
2410
Phillips Wealth Planners
Mississippi
$512K -$113K -791 -18%
CWMGP
2411
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$512K -$93.8K -617 -15%
PCM
2412
Perritt Capital Management
Illinois
$511K +$608 +4 +0.1%
KA
2413
Klingman & Associates
New York
$511K -$24.6K -162 -5%
HA
2414
Huntleigh Advisors
Missouri
$509K +$509K +3,346 New
BPC
2415
Bryce Point Capital
New York
$508K +$508K +3,343 New
HBS
2416
Howard Bailey Securities
Indiana
$508K +$33K +217 +7%
UCI
2417
Uncommon Cents Investing
Wisconsin
$505K -$53.2K -350 -10%
HFRG
2418
Houlihan Financial Resource Group
Virginia
$505K -$18.2K -120 -3%
FFC
2419
First Financial Corp
Indiana
$505K +$47.9K +315 +10%
CCP
2420
Cassia Capital Partners
North Carolina
$505K -$279K -1,833 -36%
SFG
2421
SNS Financial Group
Minnesota
$505K -$13.2K -86 -3%
OFG
2422
OmniStar Financial Group
North Carolina
$504K -$177K -1,165 -26%
PWM
2423
Paulson Wealth Management
Illinois
$503K +$49.1K +323 +11%
ACGA
2424
Atlanta Consulting Group Advisors
Georgia
$503K -$650K -4,275 -56%
DLCIG
2425
D.L. Carlson Investment Group
New Hampshire
$502K +$2.59K +17 +0.5%
95 96
97
98 99