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PepsiCo
PEP

Overview Fund Activity

2,323 hedge funds and large institutions have $138B invested in PepsiCo in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 979 increasing their positions, 982 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,323
Holders Change
-5
Holders Change %
-0.21%
% of All Funds
51.02%
Holding in Top 10
209
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.17%
% of All Funds
4.59%
New
83
Increased
979
Reduced
982
Closed
71
Calls
$1.15B
Puts
$1.03B
Net Calls
+$120M
Net Calls Change
-$564M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$278M
2
UIM
USS Investment Management
United Kingdom
+$181M
3
BlackRock
BlackRock
New York
+$137M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
5
State Street
State Street
Massachusetts
+$122M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$476M
2
Renaissance Technologies
Renaissance Technologies
New York
-$394M
3
AAMU
Amundi Asset Management US
Massachusetts
-$287M
4
Barclays
Barclays
United Kingdom
-$260M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
1026
Duncker Streett & Co
Missouri
$3.47M +$31.4K +229 +0.9%
CFA
1027
Carroll Financial Associates
North Carolina
$3.47M -$30K -219 -0.9%
CS
1028
Cannell & Spears
New York
$3.47M +$925K +6,750 +36%
PAM
1029
Pegasus Asset Management
New York
$3.46M +$12.6K +92 +0.4%
CCG
1030
Cypress Capital Group
Florida
$3.45M -$406K -2,962 -11%
APP
1031
Avantax Planning Partners
Iowa
$3.44M +$56.3K +411 +2%
MIP
1032
Marietta Investment Partners
Wisconsin
$3.43M – – –
AL
1033
Aspiriant LLC
California
$3.43M -$84.9K -619 -2%
VNA
1034
Valley National Advisers
Pennsylvania
$3.43M -$79.7K -581 -2%
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$3.42M +$555K +4,050 +19%
OC
1036
Oarsman Capital
Wisconsin
$3.42M +$741K +5,402 +28%
SC
1037
Searle & Co
Connecticut
$3.41M – – –
BCM
1038
Brookmont Capital Management
Texas
$3.4M -$66.4K -484 -2%
BFO
1039
Biltmore Family Office
North Carolina
$3.4M -$27.4K -200 -0.8%
SFSG
1040
Stearns Financial Services Group
North Carolina
$3.4M -$121K -881 -3%
NMIFOAC
1041
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.38M – – –
BCB
1042
Brian C. Broderick
$3.38M -$49.4K -360 -1%
RCIM
1043
Russell Clark Investment Management
United Kingdom
$3.36M -$2.81M -20,500 -46%
APA
1044
American Portfolios Advisors
New York
$3.35M +$344K +2,510 +11%
BOTW
1045
Bank of the West
California
$3.33M -$75K -547 -2%
SFS
1046
Sowell Financial Services
Arkansas
$3.33M +$3.33M +24,277 New
AMIM
1047
Aull & Monroe Investment Management
Alabama
$3.32M – – –
SCP
1048
Shorepoint Capital Partners
Massachusetts
$3.31M -$24.7K -180 -0.7%
MJP
1049
Michael J. Puzo
$3.3M +$227K +1,657 +7%
11A
1050
10-15 Associates
New York
$3.3M +$277K +2,022 +9%
40 41
42
43 44