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PepsiCo
PEP

Overview Fund Activity

2,117 hedge funds and large institutions have $113B invested in PepsiCo in 2018 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 773 increasing their positions, 961 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,117
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
48.48%
Holding in Top 10
115
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-16.06%
% of All Funds
2.63%
New
95
Increased
773
Reduced
961
Closed
72
Calls
$691M
Puts
$708M
Net Calls
-$17.2M
Net Calls Change
-$161M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.4B
2
State Street
State Street
Massachusetts
+$298M
3
Bank of America
Bank of America
North Carolina
+$215M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
2
American Century Companies
American Century Companies
Missouri
-$273M
3
Deutsche Bank
Deutsche Bank
Germany
-$228M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$209M
5
Ameriprise
Ameriprise
Minnesota
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
1676
Nadler Financial Group
Illinois
$507K -$2.24K -20 -0.4%
IGGA
1677
Iron Gate Global Advisors
Utah
$507K +$128K +1,101 +34%
PWMAG
1678
Pinnacle Wealth Management Advisory Group
New Jersey
$506K +$47.1K +421 +10%
ZF
1679
Zhang Financial
Michigan
$503K +$3.65K +33 +0.7%
TL
1680
TrueWealth LLC
Georgia
$503K +$14.2K +127 +3%
CICI
1681
Capital Investment Counsel Inc
North Carolina
$500K -$18K -161 -3%
JAFL
1682
Jay A. Fishman Ltd
Michigan
$500K – – –
RIS
1683
Retirement Income Solutions
Michigan
$499K -$168K -1,500 -25%
SFWA
1684
Summit Financial Wealth Advisors
Louisiana
$499K -$150K -1,420 -23%
MIFH
1685
Migdal Insurance & Financial Holdings
Israel
$498K -$38.9K -348 -7%
BWM
1686
Baystate Wealth Management
Massachusetts
$496K +$30.6K +285 +7%
GCM
1687
Gladius Capital Management
Illinois
$496K +$496K +4,438 New
SWA
1688
Sutton Wealth Advisors
Florida
$496K – – –
MCA
1689
Morris Capital Advisors
Pennsylvania
$493K -$10.6K -95 -2%
CA
1690
Capital Advantage
California
$493K +$20.9K +187 +4%
KA
1691
Klingman & Associates
New York
$492K +$2.12K +19 +0.4%
PIA
1692
Pinion Investment Advisors
Kansas
$492K +$31.3K +280 +7%
CI
1693
Capital International
California
$491K -$603K -5,400 -55%
SL
1694
Summitry LLC
California
$490K – – –
AIA
1695
Arbor Investment Advisors
North Carolina
$488K +$447 +4 +0.1%
MIC
1696
Meridian Investment Counsel
California
$486K – – –
LAIC
1697
Lederer & Associates Investment Counsel
California
$486K +$12.8K +115 +3%
LSAG
1698
Lake Street Advisors Group
New Hampshire
$480K -$282K -2,527 -37%
ECM
1699
Ensemble Capital Management
California
$480K +$11.7K +105 +3%
TIM
1700
Tortoise Investment Management
New York
$479K -$5.04K -45 -1%
66 67
68
69 70