PepsiCo
PEP
3,348 hedge funds and large institutions have $172B invested in PepsiCo in 2024 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,362 increasing their positions, 1,421 reducing their positions, and 122 closing their positions.
52% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 122
3% more call options, than puts
Call options by funds: $2.08B | Put options by funds: $2.01B
3% more capital invested
Capital invested by funds: $167B → $172B (+$4.95B)
1% more funds holding
Funds holding: 3,326 → 3,348 (+22)
0.05% less ownership
Funds ownership: 73.64% → 73.59% (-0.05%)
4% less repeat investments, than reductions
Existing positions increased: 1,362 | Existing positions reduced: 1,421
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
3,348 of the 6,979 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: 185 funds opened new PEP positions and 122 closed out — a net gain of 63 holders — while 1,362 added to existing stakes and 1,421 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.
- 3,348 institutional investors held PepsiCo (PEP) as of Q3 2024, up from 3,326 in Q2 2024.
- Funds reported $172B of PepsiCo stock for Q3 2024, up 3% quarter-over-quarter.
- 185 funds opened new PepsiCo positions in Q3 2024 and 122 closed out, a net change of +63 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.