PepsiCo
PEP
3,488 hedge funds and large institutions have $157B invested in PepsiCo in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 1,094 increasing their positions, 1,640 reducing their positions, and 186 closing their positions.
111% more first-time investments, than exits
New positions opened: 393 | Existing positions closed: 186
66% more capital inflows, than outflows
Capital inflows: $10.1B | Capital outflows: $6.1B
4% more funds holding
Funds holding: 3,351 → 3,488 (+137)
1.52% more ownership
Funds ownership: 73.59% → 75.11% (+1.5%)
5% less call options, than puts
Call options by funds: $1.61B | Put options by funds: $1.71B
15% less funds holding in top 10
Funds holding in top 10: 75 → 64 (-11)
33% less repeat investments, than reductions
Existing positions increased: 1,094 | Existing positions reduced: 1,640
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$939M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$632M |
| 3 |
BlackRock
New York
|
+$369M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$319M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$281M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$660M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$557M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$387M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$144M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$125M |
PEP Hedge Fund Activity: Q4 2024 in Review
3,488 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q4 2024, worth a combined $157B — down 8.9% from $172B a quarter earlier.
Buyers outnumbered sellers: 393 funds opened new PEP positions and 186 closed out — a net gain of 207 holders — while 1,094 added to existing stakes and 1,640 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $939M. The largest seller was T. Rowe Price Associates, cutting an estimated $660M.
- 3,488 institutional investors held PepsiCo (PEP) as of Q4 2024, up from 3,351 in Q3 2024.
- Funds reported $157B of PepsiCo stock for Q4 2024, down 8.9% quarter-over-quarter.
- 393 funds opened new PepsiCo positions in Q4 2024 and 186 closed out, a net change of +207 holders.
- The largest PepsiCo buyer in Q4 2024 was JP Morgan Chase, an estimated $939M added.
- The largest PepsiCo seller in Q4 2024 was T. Rowe Price Associates, an estimated $660M sold.
Based on aggregated 13F filings for Q4 2024.