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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 %
TWM
1126
Torch Wealth Management
Ohio
$2.29M +$95K +860 +4%
MHS
1127
M Holdings Securities
Oregon
$2.29M -$229K -2,072 -9%
PSG
1128
Planning Solutions Group
Maryland
$2.28M +$2.28M +20,656 New
CAW
1129
Cornerstone Advisors (Washington)
Washington
$2.28M -$361K -3,265 -14%
COI
1130
Connable Office Inc
Michigan
$2.28M -$527K -4,774 -19%
AIM
1131
AMI Investment Management
Indiana
$2.28M – – –
HSA
1132
HBK Sorce Advisory
Pennsylvania
$2.27M +$61.5K +557 +3%
MBA
1133
McQueen Ball & Associates
Pennsylvania
$2.26M – – –
FUBT
1134
First United Bank & Trust
Maryland
$2.25M +$13.5K +122 +0.6%
MWM
1135
Marietta Wealth Management
Georgia
$2.25M +$112K +1,016 +5%
GC
1136
Gratus Capital
Georgia
$2.25M -$6.59M -59,638 -75%
HCM
1137
Hengehold Capital Management
Ohio
$2.24M +$1.87M +16,889 +494%
SWM
1138
Shakespeare Wealth Management
Wisconsin
$2.24M -$884 -8 -0%
CAM
1139
Costello Asset Management
Pennsylvania
$2.24M +$2.24M +20,303 New
KFP
1140
KMG Fiduciary Partners
Ohio
$2.24M +$2.24M +20,294 New
LCP
1141
Legacy Capital Partners
Wisconsin
$2.24M +$80.1K +725 +4%
GIC
1142
Gantzert Investment Company
Illinois
$2.23M +$2.23M +20,197 New
FMTCOCP
1143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.21M +$25.2K +225 +1%
AF
1144
Ally Financial
Michigan
$2.21M – – –
HWA
1145
Heritage Way Advisors
Illinois
$2.21M +$242K +2,192 +12%
PWS
1146
Peloton Wealth Strategists
Indiana
$2.2M -$122K -1,100 -5%
CC
1147
Centiva Capital
New York
$2.2M +$2.2M +19,900 New
KCMRT
1148
Kemper Corp Master Retirement Trust
Illinois
$2.19M – – –
Kovitz Investment Group Partners
1149
Kovitz Investment Group Partners
Illinois
$2.18M -$125K -1,127 -5%
PG
1150
Patten Group
Tennessee
$2.18M -$30.4K -275 -1%
44 45
46
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