PepsiCo
PEP
3,351 hedge funds and large institutions have $172B invested in PepsiCo in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,364 increasing their positions, 1,420 reducing their positions, and 122 closing their positions.
52% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 122
3% more call options, than puts
Call options by funds: $2.08B | Put options by funds: $2.01B
1% more capital inflows, than outflows
Capital inflows: $6.19B | Capital outflows: $6.14B
1% more funds holding
Funds holding: 3,328 → 3,351 (+23)
0.05% less ownership
Funds ownership: 73.64% → 73.59% (-0.05%)
4% less repeat investments, than reductions
Existing positions increased: 1,364 | Existing positions reduced: 1,420
18% less funds holding in top 10
Funds holding in top 10: 91 → 75 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$726M |
| 2 |
State Street
Boston,
Massachusetts
|
+$477M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$389M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$274M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$336M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$296M |
| 3 |
Goldman Sachs
New York
|
-$296M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$241M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$218M |
PEP Hedge Fund Activity: Q3 2024 in Review
3,351 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2024, worth a combined $172B — up 3% from $167B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new PEP positions and 122 closed out — a net gain of 64 holders — while 1,364 added to existing stakes and 1,420 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $726M. The largest seller was Holocene Advisors, exiting entirely with an estimated $336M sold.
- 3,351 institutional investors held PepsiCo (PEP) as of Q3 2024, up from 3,328 in Q2 2024.
- Funds reported $172B of PepsiCo stock for Q3 2024, up 3% quarter-over-quarter.
- 186 funds opened new PepsiCo positions in Q3 2024 and 122 closed out, a net change of +64 holders.
- The largest PepsiCo buyer in Q3 2024 was JP Morgan Chase, an estimated $726M added.
- The largest PepsiCo seller in Q3 2024 was Holocene Advisors, an estimated $336M sold.
Based on aggregated 13F filings for Q3 2024.