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 %
WGA
1701
Weather Gauge Advisory
Virginia
$577K +$577K +5,226 New
OCM
1702
One Capital Management
California
$575K -$773 -7 -0.1%
CISOA
1703
Capital Investment Services of America
Wisconsin
$575K – – –
QAM
1704
Quantres Asset Management
Cayman Islands
$574K -$110K -1,000 -16%
SAM
1705
Strategy Asset Managers
California
$574K – – –
FCA
1706
FinTrust Capital Advisors
South Carolina
$574K +$574K +5,196 New
MPM
1707
Meritage Portfolio Management
Kansas
$569K +$23.2K +210 +4%
AGA
1708
Accuvest Global Advisors
Utah
$568K +$568K +5,139 New
BWP
1709
Bernardo Wealth Planning
Pennsylvania
$566K +$566K +5,120 New
S
1710
Surevest
California
$566K +$566K +5,126 New
CWM
1711
Cordatus Wealth Management
Pennsylvania
$566K +$566K +5,126 New
RTC
1712
Riverview Trust Company
Washington
$565K +$565K +5,111 New
PC
1713
Pecaut & Co
Iowa
$563K -$3.42K -31 -0.6%
FCIM
1714
Fairview Capital Investment Management
California
$563K +$34.5K +313 +7%
CA
1715
Cornerstone Advisory
Maryland
$560K +$1.77K +16 +0.3%
VA
1716
Valmark Advisers
Ohio
$558K -$4.42K -40 -0.8%
RA
1717
Rational Advisors
New York
$557K +$222K +2,014 +67%
PIA
1718
Pinion Investment Advisors
Kansas
$556K +$69K +624 +14%
CC
1719
Cypress Capital
Tennessee
$556K +$556K +5,031 New
FWM
1720
Fairhaven Wealth Management
Illinois
$555K +$555K +5,020 New
SFI
1721
SPC Financial Inc
Maryland
$553K +$8.95K +81 +2%
CRM
1722
Cramer Rosenthal McGlynn
Connecticut
$552K – – –
VI
1723
Versor Investments
New York
$552K – – –
SCIM
1724
Spring Creek Investment Management
Pennsylvania
$552K +$552K +5,000 New
EGA
1725
E&G Advisors
Texas
$550K -$44.2K -400 -7%
67 68
69
70 71