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PepsiCo
PEP

Overview Fund Activity

2,254 hedge funds and large institutions have $111B invested in PepsiCo in 2018 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 818 increasing their positions, 905 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+137
Holders Change %
+6.47%
% of All Funds
50.3%
Holding in Top 10
180
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+56.52%
% of All Funds
4.02%
New
255
Increased
818
Reduced
905
Closed
96
Calls
$984M
Puts
$777M
Net Calls
+$207M
Net Calls Change
+$224M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$496M
2
BlackRock
BlackRock
New York
+$251M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$181M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$177M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$630M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$184M
3
CWM
Cornerstone Wealth Management
Missouri
-$168M
4
Sanders Capital
Sanders Capital
Florida
-$116M
5
Franklin Resources
Franklin Resources
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
501
Ingalls & Snyder LLC
New York
$11.7M +$131K +1,186 +1%
HL
502
HeadInvest LLC
Maine
$11.7M +$5.75M +52,007 +97%
WBC
503
Westpac Banking Corp
Australia
$11.7M +$472K +4,273 +4%
BFM
504
Boston Financial Management
Massachusetts
$11.4M -$234K -2,120 -2%
MML Investors Services
505
MML Investors Services
Massachusetts
$11.4M +$2.07M +18,753 +22%
PL
506
Parthenon LLC
Kentucky
$11.4M +$66.3K +600 +0.6%
PAG
507
Private Advisor Group
New Jersey
$11.4M -$61.7K -558 -0.5%
WC
508
Woodstock Corp
Massachusetts
$11.3M +$25.4K +230 +0.2%
RJT
509
Raymond James Trust
Florida
$11.3M +$115K +1,039 +1%
Nuveen Asset Management
510
Nuveen Asset Management
Illinois
$11.3M -$55.6K -503 -0.5%
ESCM
511
Echo Street Capital Management
New York
$11.2M +$1.62M +14,639 +17%
Marshall Wace
512
Marshall Wace
United Kingdom
$11.2M +$11.2M +101,419 New
FCMC
513
Founders Capital Management (Connecticut)
Connecticut
$11.1M +$456K +4,126 +4%
SAM
514
Sompo Asset Management
Japan
$11.1M -$4.1M -37,090 -27%
GCM
515
Gabalex Capital Management
New York
$11M -$2.76M -25,000 -20%
BHIA
516
Birch Hill Investment Advisors
Massachusetts
$11M +$66K +597 +0.6%
JA
517
JLB & Associates
Michigan
$11M +$89.4K +809 +0.8%
BMC
518
Benin Management Corp
Connecticut
$11M -$245K -2,220 -2%
HFS
519
Haverford Financial Services
Pennsylvania
$11M -$151K -1,363 -1%
WIA
520
Wealthstreet Investment Advisors
Texas
$10.9M +$18.2K +167 +0.2%
SMI
521
Shelter Mutual Insurance
Missouri
$10.9M – – –
LIC
522
Lodestar Investment Counsel
Illinois
$10.9M +$525K +4,749 +5%
WAM
523
World Asset Management
Michigan
$10.9M -$425K -3,851 -4%
DWM
524
Doyle Wealth Management
Florida
$10.8M +$4.4M +39,797 +68%
YIA
525
YHB Investment Advisors
Connecticut
$10.7M -$881K -7,974 -8%
19 20
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