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PepsiCo
PEP

Overview Fund Activity

2,328 hedge funds and large institutions have $133B invested in PepsiCo in 2019 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 848 increasing their positions, 1,080 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,328
Holders Change
+34
Holders Change %
+1.48%
% of All Funds
50.64%
Holding in Top 10
188
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.44%
% of All Funds
4.09%
New
126
Increased
848
Reduced
1,080
Closed
59
Calls
$1.51B
Puts
$830M
Net Calls
+$685M
Net Calls Change
+$252M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$531M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$200M
4
BlackRock
BlackRock
New York
+$185M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$150M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$243M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$234M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$224M
4
Renaissance Technologies
Renaissance Technologies
New York
-$169M
5
Franklin Resources
Franklin Resources
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
1701
Bowling Portfolio Management
Ohio
$730K -$74.5K -568 -9%
WFM
1702
Wolff Financial Management
Michigan
$730K +$262 +2 +0%
MA
1703
MCF Advisors
Kentucky
$729K – – –
ONST
1704
Old North State Trust
North Carolina
$727K -$4.59K -35 -0.6%
S
1705
SimplyRich
California
$722K +$722K +5,504 New
PAWC
1706
P.A.W. Capital
Connecticut
$721K – – –
CCM
1707
Chickasaw Capital Management
Tennessee
$720K -$26.2K -200 -4%
NICM
1708
Neo Ivy Capital Management
New York
$720K +$720K +5,492 New
BIM
1709
Baldwin Investment Management
Pennsylvania
$719K +$30.8K +235 +4%
LG
1710
Leuthold Group
Minnesota
$718K +$718K +5,478 New
DMC
1711
Drexel Morgan & Co
Pennsylvania
$715K – – –
CA
1712
Cornerstone Advisory
Maryland
$715K +$19K +145 +3%
VCM
1713
Versant Capital Management
Arizona
$713K -$77.5K -592 -10%
CPC
1714
Congress Park Capital
New York
$712K – – –
NPP
1715
New Potomac Partners
Maryland
$711K -$13.1K -100 -2%
BWP
1716
Bernardo Wealth Planning
Pennsylvania
$711K +$31.2K +238 +5%
OFS
1717
OneAscent Financial Services
Alabama
$711K +$711K +5,422 New
AssetMark Inc
1718
AssetMark Inc
California
$710K +$113K +864 +19%
BKA
1719
Brick & Kyle Associates
Pennsylvania
$708K +$659 +5 +0.1%
EWM
1720
Executive Wealth Management
Michigan
$708K +$75.6K +577 +12%
LSAG
1721
Lake Street Advisors Group
New Hampshire
$706K -$47.2K -360 -6%
KC
1722
Kingfisher Capital
North Carolina
$706K +$4.46K +34 +0.6%
TL
1723
TrueWealth LLC
Georgia
$705K +$103K +787 +17%
PBO
1724
Peoples Bank (Ohio)
Ohio
$704K +$18.2K +139 +3%
ECM
1725
EagleClaw Capital Management
Massachusetts
$703K -$213K -1,625 -23%
67 68
69
70 71