PEP icon

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 %
IRF
1101
IBM Retirement Fund
New York
$2.38M -$189K -1,713 -7%
MSS
1102
Mitchell Sinkler & Starr
Pennsylvania
$2.37M -$207K -1,870 -8%
BOCM
1103
Bontempo Ohly Capital Management
Maryland
$2.37M -$13.9K -126 -0.6%
CG
1104
Caprock Group
Idaho
$2.37M +$29.2K +262 +1%
NG
1105
Northstar Group
New York
$2.37M -$49.7K -450 -2%
WKWM
1106
Walter & Keenan Wealth Management
Indiana
$2.36M – – –
ODCM
1107
Old Dominion Capital Management
Virginia
$2.36M +$23.6K +214 +1%
LWANC
1108
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.35M +$2.35M +21,309 New
MCA
1109
Mercer Capital Advisers
New Jersey
$2.35M -$5.52K -50 -0.2%
Jacobs Levy Equity Management
1110
Jacobs Levy Equity Management
New Jersey
$2.34M -$11.4M -103,326 -83%
AI
1111
Atria Investments
North Carolina
$2.34M +$166K +1,504 +8%
AWM
1112
Avitas Wealth Management
California
$2.33M -$20.1K -182 -0.9%
JC
1113
JBF Capital
Colorado
$2.32M – – –
CRB
1114
Chad R. Baker
$2.32M – – –
SACTSONJ
1115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.32M +$552K +5,000 +31%
WA
1116
Wheatland Advisors
Pennsylvania
$2.31M +$221 +2 +0%
WA1
1117
Wimmer Associates 1
California
$2.31M -$51.6K -467 -2%
NIA
1118
Northstar Investment Advisors
Colorado
$2.31M – – –
HW
1119
Hedeker Wealth
Illinois
$2.31M +$15.2K +138 +0.7%
CCT
1120
Country Club Trust
Missouri
$2.31M +$43.5K +394 +2%
DWT
1121
Dorsey & Whitney Trust
South Dakota
$2.31M +$268K +2,429 +13%
CWS
1122
Cypress Wealth Services
California
$2.3M -$118K -1,069 -5%
HC
1123
Hendley & Co
Ohio
$2.3M – – –
SIC
1124
Shoker Investment Counsel
Ohio
$2.3M +$29.6K +268 +1%
I
1125
IberiaBank
Louisiana
$2.29M -$112K -1,018 -5%
43 44
45
46 47