Recent 13F Filings Reveal Hedge Fund Sentiment on PepsiCo
At Holdings Channel, we analyzed the latest 13F filings from hedge funds for the reporting period ending 03/31/2025. Our review found that PepsiCo Inc (Symbol: PEP) is held by 13 funds in this latest batch. When multiple hedge fund managers align on a stock, it warrants closer examination.
It is crucial to note that 13F filings only disclose long positions; funds are not obligated to report short positions. For instance, a fund might take a bearish stance on a stock by shorting calls while also holding a long position. This situation can give the misleading impression that a fund is bullish on that stock, as only the long side is visible in the 13F filings. Therefore, assessing just these filings provides an incomplete picture, as the bearish or short components remain hidden.
Despite this limitation, examining groups of 13F filings can yield valuable insights, especially when comparing holdings over different periods. Below, we present the changes in positions for PepsiCo from our current analysis:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Oak Family Advisors LLC | NEW | +21,734 | +$3,259 |
| Orgel Wealth Management LLC | Existing | –300 | –$49 |
| Atwood & Palmer Inc. | Existing | +331 | +$20 |
| Moseley Investment Management Inc. | Existing | +57 | –$29 |
| Handelsbanken Fonder AB | Existing | –14,293 | –$3,355 |
| Collier Financial | Existing | +4 | $UNCH |
| Sanibel Captiva Trust Company Inc. | Existing | –8,353 | –$1,646 |
| Assenagon Asset Management S.A. | Existing | +1,809,391 | +$267,684 |
| Monarch Capital Management Inc. | Existing | +275 | +$12 |
| Rockingstone Advisors LLC | Existing | +183 | +$14 |
| Kozak & Associates Inc. | Existing | +3 | –$1 |
| MV Capital Management Inc. | Existing | –673 | –$107 |
| Michael S. Ryan Inc. | Existing | UNCH | –$4 |
| Aggregate Change: | +1,808,359 | +$265,798 | |
In total, we see that seven funds increased their holdings in PepsiCo from 12/31/2024 to 03/31/2025, while four decreased their positions and one established a new position.
Widening our focus to all funds, we aggregated the shares of PepsiCo held by these 13 funds on 03/31/2025 and compared this to their holdings from 12/31/2024. In total, these funds increased their collective holdings by 4,576,599 shares, rising from 13,445,351 to 18,021,950. This represents an increase of approximately 34.04%. The top three funds holding PepsiCo as of 03/31/2025 are noteworthy.
We will continue to monitor recent 13F filings from hedge fund managers, bringing you insights based on aggregate data across manager groups. Individual 13F filings can misrepresent a fund’s strategy due to the nature of long-only disclosures. However, examining collections of funds across reporting periods can provide deeper insights, highlighting potential investment opportunities like PepsiCo Inc (Symbol: PEP).
10 S&P 500 Components Hedge Funds Are Buying »
also see:
• Cheap Materials Stocks
• Funds Holding CAK
• Funds Holding SIRE
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
